Quoteflex Key Features

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Quoteflex enjoys the following key features:

Products

  • Unlimited # of products
  • Unlimited # of categories for each product
  • Assign special properties to products
  • Definite product pricing
  • Attach images to products
  • Quote builder
  • Add to Cart Functionality

Packages

  • Categorise your packages
  • Join any number of products into a package
  • Auto-calculate or override package pricing
  • Place images with package
  • Unlimited custom-text within package
  • Create default image for each individual package

Cover Letters

  • Create unlimited # of cover letters
  • Auto-insert variables (name, addresses etc)
  • Include images with letter
  • Duplicate similar letters for easy individual customisation

Staff Members

  • define an unlimited # of staff members
  • scan signature for staff members
  • choose any staff member for quote sign-off
  • The email will be sent from that staff member.

5-minute Quote Generation

  • Create new client 'on-the-fly' or select existing client
  • Select Cover Letter
  • Select any number of packages and override pricing
  • Select specific date
  • Select staff sign-off
  • Select Include Pricing Yes/No
  • Select Ex / Inc GST
  • Select Surcharge Yes / No
  • Select any attachments (eg, customer testimonials)

Within minutes of the original customer enquiry, a colourful quote will be delivered directly to the INBOX permitting you to significantly outpace the opposition