Core Features
Quotations
Efficient Quotation Management for Seamless Business Operations
The Bizcore Quotation Management feature streamlines handling sales quotations, offering tools to create, manage, and convert them into invoices or proposals. It integrates with other modules, providing a unified platform for sales activities. Users can export quotations to ZIP files, email them to clients, and track their status, ensuring a smooth sales process from client engagement to finalization.
Quotations Feature Benefits
Key Features
Create and manage quotations with ease, link them to projects, and convert them to invoices in one click. Send quotations via email and export documents to ZIP files for simple archiving and sharing.
Create and Manage Quotations
Easily create new quotations with auto-filled client information and customizable templates. This feature streamlines the quotation process, ensuring accuracy and efficiency in generating professional quotes tailored to your clients’ needs, helping you close deals faster.
Link to Projects
Link quotations to specific projects, providing a clear overview of project-related sales activities. This feature enhances the integration of your sales and project management processes, ensuring that all sales activities are aligned with ongoing projects and tracked for better coordination.
Convert to Invoices
Convert quotations to invoices with a single click, streamlining the payment process. This feature reduces manual work, ensuring that all accepted quotes are quickly turned into actionable documents, leading to faster billing and improved cash flow.
Email Integration
Send quotations directly to clients via email, with options to include PDF attachments and customizable email content. This feature facilitates clear and professional communication with clients, ensuring that they receive their quotes promptly and can easily review and respond to them.
Export to ZIP
Export all customer invoices, quotations, or payments to ZIP files for easy archiving and sharing. This feature simplifies the management of your sales documents, allowing you to efficiently store and share important records, ensuring that all necessary documentation is securely maintained.
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