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Quotation
Streamline Your Quotes
The quotation process doesn't have to be difficult. Effortlessly create and manage quotes in a few clicks.
Select the contact, product, quantity, and price. Click Save. You have created your quote. Then create an email in the system. Preview your quote. If everything looks correct, press send. It's that simple.
Keep tabs on the progress of your product delivery with statuses for Fulfilled, Partial, and Unfulfilled. Stay informed and make the right decision.
You can select and update the quote currency to what you require. Once updated, the price of the product will automatically be changed based on the exchange rate. You can default the customer currency so that you do not need to input it every time. You can activate or deactivate the currencies. Only see what you require.
Create invoices directly from the quote. In a click, the system will convert your quote into an invoice, automatically recording into your accounts receivable. Will save you time and avoid errors.
When you want to deliver your quote, based on the business, you want to have options. We give those options. You can send out the product directly, you can use the drop ship method, or you can pick, pack, and ship your products. The choice is yours.
You no longer need to call someone or go back to the office to create a Quote. Create a Quote directly from your mobile phone, saving you time and effort.
You can see what the customer owes you and what you own them from the contacts screen. You can also see a summary and a detailed view of your age receivables, which can help you in deciding on whether or not to offer them a quote or requesting the customer to make payment.
On the dashboard, you can see the amount paid, outstanding, due soon, and overdue. Filter out by different periods. If everything looks correct, then great, but if anything looks weird, you can drill down by clicking view invoices.
You can easily create your quotation template by downloading our template, making changes to it in Word, and reuploading it. Our field place holder will populate the data. We give you the flexibility of Word to design your template but the control to make sure the data is the same as the system.
Deskera allows you to easily connect your existing applications via Zapier in a matter of minutes. Connect to over 2000+ existing applications and automate your entire workflow.If you want to automate using an application not available on Zapier, check out our App Store or use Deskera APIs.
What our Customers Say About Us
Whatever your business
size, Deskera enables you to
simplify operations across
business functions. Here's
what our customers say
about us.
At GoDo, we understand that managing our finances and customer relationships is essential for our success. Deskera has provided us with an easy to use and intuitive platform that has enabled us to access our financial data, track customer relationships, and manage our finances with ease. We have been able to streamline our processes, better manage our finances, and stay on top of our customer relationships. We highly recommend Deskera to any business that is looking to stay organized and efficient.
Wesley Wright
CEO, GoDo Life
We are extremely pleased with our decision to switch to Deskera and have seen a significant improvement in our business operations since making the switch. The sales process was smooth from start to finish and customer support at every step of the implementation was stellar. Highly recommend Deskera to those looking for a great ERP solution.
Wally Mears
CEO, The Jungle
We implemented Deskera's integrated platform to improve our procurement and inventory management processes to streamline our operations and improve efficiencies. I highly recommend their platform to any company looking to accelerate their growth.
Scott Phetsalod
Laboratory Manager
Enterprise-level features,
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