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- QuoteMaker is a ready to use solution for quickly creating and managing Quotations. The Solutions includes a Client Database, a Quotations Database and a Products and Services Database which integrate together to streamline the quotation process.
- Products and Services can be dragged and dropped into a quotation. The system item.
- Quotations can also be templated, and used over and over again. For example, in a computer business, a salesman may set up a template quotation that includes a specific computer, monitor, keyboard and mouse, printer, installation, software and training. Then when a customer wants something similar, the salesman can find them template, duplicate it, and make the alterations to suit the customer.
- By adding a system of duplication instead of always starting from scratch, the time to create and deliver a quotation is dramatically reduced. Indeed using this process, sales staff have been able to create and email quotations while the customer is still on the phone.
- FileMaker also creates perfect .pdf documents – small file size, fast to create and can include images from the database.
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