Preventivi015

- Quotes015: Create quotes and send them to your customers via WhatsApp and email- With Preventivi015 you not only have the app for Smartphones and Tablets but also access via Desktop (computer and notebook), which you can use on both Windows and Mac, without any installation.With Preventivi015:- CREATEcreate and manage your estimates anywhere and easily: indicate the object, the delivery date, the validity date, add any notes and attach a PDF documentreduce calculation errors in your offers to zeroduplicate estimates to speed up your workif you are a freelancer you can set the calculation for cash, withholding tax or stamp duty- SENDsend your quotes to customers directly from the app (also via whatsapp)personalize the sending message with your signature and logo in the body of the email- CUSTOMER RECEPTION AND ACCEPTANCEthe customer can download both the quote and any PDF attachment from a reserved area, and accept the quote from the same area- STATE CHANGEwhen the customer accepts the quote, the status automatically becomes accepted with specification of day and time of acceptance- NOTIFICATIONSreceive notifications for status changeswhen the customer opens the email with your quote and also when he reads your quote, you receive a notification when the customer accepts the quote and an email for acceptance complete with receipt- CLIENTSclassify your customersto add a new customer you can directly use their VAT number and the system will automatically enter the customers tax data, or scan the customers identification QR code with the app- PRICE LISTmanage up to 5 price listsyou can organize your services/products in a price list and speed up the creation of estimates, you can assign a specific price list to the customer, to have the prices already set when drafting the estimateyou can duplicate the price lists and carry out a global price reviewyou can classify price list items into categories, you can import pre-compiled price lists to customize- STATISTICSget quote statisticsyou can find out all the statistical data summarizing the quotes you have issued, get the best performing channel and/or type of service, find out how many quotes were successful- PRESS FORMSchoose the modelyou can set your own quote printing template, you can put your logo on the printing form- NOTEarchive notes for expenses, receipts, inspections, etc... complete with photos, you can always have expenses and receipts at hand