QUOTING
Build, send, and convert quotes, including options and deposits.
- Quotes: WebQuotes allow you to create and send professional quote proposals to leads and customers, then convert them directly into service plans and customer relationships. Quotes work similarly to service plans, making it easy to build from templates and customize pricing, terms, and billing details.
- Option QuotingSend one quote with multiple options and add optional items customers can keep or remove before they accept.
- Collect a Deposit on a Quote