Using the Quotes-app, quotes can be created, sent, copied and the customer reaction can be registered. At the end of the workflow, a project can be created from a quote.
Using the Report with extensive selections you can easily create Pdf’s about your quotes. View your quotes per status and month using the Dashboard.
Manage the documentation of your quotes and share it with you colleagues.
Every option of the Quotes-app has an extensive help function, just tap the question mark in front of the option.
The Quotes-app supports a workflow of creating, verifying, sending and registering the customer reaction. Using this workflow ensures the integrity and quality of your data.
All data like customers, employees, activities and many more are managed using this app.
The following master data is managed:
- Customers and customer categories
- Employees and employee categories
- Payment terms
- Tax codes
- Invoice Layouts
Using the Report and the Dashboard Pdf’s can be created. These Pdf documents are also shared across all your devices. You can upload your own documents. Every document can be attached to a customer and quote, this way you can manage your quotes and related documentation.
The Quotes-app is extremely flexible, you can setup a large number of settings to meet your requirements. For example you can setup:
- quote numbering and formatting
- default expiration in days
- the image quality to be used
- how much historical information you want to view
- the language the app should run
- the paper size you use
- the used addresses format
- the currency and distance unit (kilometers or miles) is automatically determined using your device local settings
All data is automatically synchronized across all your devices, the number of devices is unlimited.
All data is unlimited, you can create as many quotes for as many customers as you need. There is no limit.
DIPASC BUSINESS SUITE
The Quotes-app is part of the Dipasc Business Suite and shares data with all other apps of the Dipasc Business Suite, but this is not mandatory or needed.
The Quotes-app functions totally on itself, it doesn’t need any of the other apps to function. If you for example don’t want to use invoicing, you simply don’t use the Invoice-app, you only use this Quotes-app to manage your quotes as mentioned above.
With the Dipasc Business Suite you can support the entire business process from creating quotes, setting up a project planning through invoicing and business intelligence. Dividing support of the business process into separate apps gives you the flexibility to support that part of your business process you want to support, using that particular app. Instead of one big cumbersome app where you must decide what subscription fits your need best.
When you are using multiple apps of the Dipasc Business Suite you can view related information from every app. With the Quotes app you can view related data like approved projects and sent invoices. Visit www.dipasc.com for more information about all the apps of the Dipasc Business Suite.
Have a question? Tap Help within the app or mail us at firstname.lastname@example.org
SUBSCRIPTION: "Full Access Monthly Subscription"
•Can be managed by the user and auto-renewal may be turned off by going to the user's Account Settings after purchase
•Automatically renew unless turned off in Account Settings at least 24 hours before end of current period.
•Payment is charged to your iTunes account
•Any unused portion of a free trial period, if offered, will be forfeited when the user purchases a subscription to that publication, where applicable
Terms and conditions: https://www.dipasc.com/wht/help/dipasc-terms-en.html
- Patrick Schootman
- 24.3 MB
Requires iOS 10.3 or later. Compatible with iPhone, iPad, and iPod touch.
- Rated 4+
- © 2019 P. Schootman
- In-app aankopen
- Full Access $1.99
Delen met gezin
Tot zes gezinsleden kunnen deze app gebruiken als Delen met gezin staat ingeschakeld.