Quotes
Dedicated Estimator Support
Customers can attach files, photos, and project details.
Your estimator then develops a custom quote based on the customer’s requirements.
Quotes
Flexible Quote Revisions
Collaborate effortlessly until the quote is finalized.
Revisions of the quotes, as needed
Each version is tracked
Clear access to previous versions and changes
Quotes
Never Miss a Follow-Up
Built-in timers and follow-up triggers notify sales reps when it’s time to reach out.
Quotes
Powerful Search: Find Quotes Instantly
ToolSwift’s search allows customers and admins to locate quotes through searchable job tags, sales reps, and PO numbers.
Quotes
Organized Records for Every Quote
All accessible quotes
Full repository: Easy management of ongoing and past quotes.
Quotes
CRM Integration for Full Insight
Track the number of quotes sent
Assign sales reps
Quotes
Accelerate Sales with
Organized, Automated Quoting
Streamline Organization
Centralized quote management.
Performance tracking (won/lost).
Filter and sort quotes.
Faster communication with instant alerts.
Create New Quotes
Add shipping methods, discounts, and taxes.
Resume editing later for saved drafts.
Enhance Sales Leads
Adapt to modern buying behaviors.
Digital quotes, catalog access, and file uploads.
Boost Sales Productivity
Automate sales tasks and optimize operations.
Strengthen relationships and turn quotes into orders.
