See quote statuses and reminders1. Quickly see what quotes are upcoming, due today, and late. Also see when you need to do a follow-up. 2. The quote overview displays all of your quotes — Draft, pending, approved and declined quotes. 3. You can also easily see what the status is for each due date and follow-up per quote. |
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Easily track quotes for all of your clients1. Find clients quickly by searching with the live search so that clients are narrowed down as you type. 2. See the five most recent quotes for each client and use the individual client history to see any past quotes. 3. Whether you need phone, fax, address or contact name, it is listed for easy access. |
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Save commonly used items. No need to re-write or copy and paste every time.1. Organize your commonly used items by creating categories. Then drag and drop the items from one category to another. 2. Save the order of all of the items to make it easier to add to each new quote. 3. Edit items in place instead of having to wait for multiple pages to load. 4. Save pricing information per item or leave this blank to save it as an intro paragraph or company information. |
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Individual quote view and versions1. Simple and elegant designs to easily navigate through your quotes and proposals. 2. Instead of keeping multiple word docs with a random version number, you can easily see the price variation for each version along with what is going to be needed. 3. Change the status of the quote: Draft, Pending, Approved or Declined 4. Quick list of each version and when it was created. 5. Give each of your quotes a unique URL so clients can see the quote online without worrying about login information. |
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Creating and editing quotes and proposals is EASY!1. All of your library items are easily added to your current quote. After a library item has been added to the quote, it can be edited further. 2. Create and edit individual items in place. You can also add any item to the library from here. 3. Re-order your quote by dragging and dropping each section. 4. You can add any item to the library from here. 5. It is extremely easy to add sections to your quote. Add the title, a description and pricing or leave it blank to use it as a paragraph (i.e. company overview or introduction) |
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Collaborate with your quotes and proposals1. It is easy to collaborate on quotes. Many companies have multiple people working on one project. With DrawbridgeApp.com you not only will be able to collaborate on pending quotes and proposals, but also keep track of exactly how many hours, products, services are needed for approved quotes and proposals. |
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