Quotes

With InTimeCRM, it’s easy to generate quotes. All quotes are stored in InTimeCRM for future reference, and tracking. You can generate quotes from the Sales tab of the application.

Quotes

Each quote can be easily viewed, modified, and updated with the click of a button. Quotes can be set to a particular status, from pending to fulfilled or lost. You can also save a quote as a draft if it’s not complete and start off from where you left. The status of the quotes are automatically updated in the dashboard. The number of quotes that are won, lost, and pending can be easily seen in the pie chart. A new feature has also been introduced to convert a quote directly to an invoice.

Quotes

Creating a quote can be easy through quote templates.