Manage Quotes & Invoicing
Generate professional looking and customizable quotes and invoices to use as powerful sales tools. ESC tracks pending quotes and closing ratios so you can see how well your sales people are doing. ESC can memorize templates of common quotes to eliminate repetitive tasks.
ESC’s Quotes module makes it simple to create and manage quotes, letting you easily follow up with customers, track closing ratios, order needed parts, and turn your quotes into dispatches and invoices.
- Create quotes from dispatches or create dispatches, purchase orders, invoices, or progressive bills from an existing quote without any double entry.
- As a quote is built, all material, labor, and other costs are visible for up-to-date profitability information.
- Follow up on open quotes to close more sales.
- Quotes can be easily sorted as accepted, rejected, and pending.
- Create quotes in the field with ESC Mobile, automatically attaching the quote to the customer’s record.
Custom Quote Design
- Designing a stylish quote, complete with your company logo, custom message and detailed layout, is easy to do with our quote designer.