In an increasingly competitive world the need for efficiency has never been more important. Don’t waste valuable time writing up a quote or proposal back at the office, allowing time for your competitors to move in and clinch the deal.
With Omni Invoice you can now create a Quote/Proposal for a prospective client, and then email the information straight to the client, whilst still on site, in 3 easy steps.
Step 1: Go to the Quotes section and tap the ‘+’ button to start creating a new quote.
Step 2: Select your client, products and services.
Step 3: Check the information and then email it to your client.
It really is that easy!
Saving even more time…
If your client accepts the quote simply select ‘Quote Accepted’.
Once accepted Omni Invoice will not only save a copy of the quote for
future reference but will also transfer the information to the invoice section.
This enables you to quickly and easily prepare the invoice ready for
sending to your client as soon as the work is completed or items
are delivered etc.