Restore Quote in the Sales Receipt with ease For Free
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Only criticism is I tried to pay with my New Zealand AMEX and it was rejected and Amex NZ blocked the card sensing you were defrauding me! Payment went through via another card but only after the bank got my OK as it seems your company has some "black marks" and perhaps inadvertent links to some known fraudsters.
2014-09-17
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2024-02-28
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2021-03-16
The experience was great. The software seems to be of very high quality. I am a very infrequent user though and cannot justify keeping a subscription.
2020-08-31
What do you like best?
I like that all certificates on Insurance are in the same place, easy to find and I like the ability to duplicate certs
What do you dislike?
Can't find new documents very easily on the program
What problems are you solving with the product? What benefits have you realized?
It a one stop for get our certificates out to our insured, I like that we can now email and fax from the site
2020-08-12
Restore Quote in Sales Receipt Feature
Experience the convenience and efficiency of the Restore Quote feature in your sales receipts. This tool allows you to easily convert quotes into sales receipts, simplifying your sales process.
Key Features
Convert quotes to sales receipts in a few clicks
Maintain all original quote details automatically
Integrate with existing sales workflows seamlessly
Track and manage quotes and receipts in one place
Access historical data for better decision-making
Potential Use Cases and Benefits
Save time when finalizing sales
Reduce errors by eliminating manual entry
Improve customer satisfaction with quick processing
Facilitate better record keeping and reporting
Enhance collaboration within your sales team
Restore Quote addresses your need for a streamlined sales process. By converting quotes into sales receipts effortlessly, you minimize delays and enhance accuracy. This feature not only saves time but also supports your goal of improving customer interactions, ensuring that you can focus on growing your business.
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