Many businesses forget that quotes and estimates are often the first formal contact they make with clients. This gives you a unique opportunity to send a quote that shows you to as a sharp, reliable and professional company. Smarty Accounting provides you with a range of templates for your quotes and allows you to customise their colouring and allows you to add your own logo.
Once your quotes have been issued and accepted Smart Accounting will help you reduce the amount of time until you get paid by allowing quotes to be automatically converted into invoices. Keep the contact, the cost, the price breakdown and the branding and send the invoice directly to the client.
With Smarty Accounting we have automated all the necessary yet tedious admin involved in the day to day running of a small business. Once you have added your new clients contact information it will be saved and instantly assessible. Ready for use time and time again as you issue invoices, bills and future quotes.
We know that very few businesses are run from the office these days, especially small mobile companies. For this reason, like all Smarty Accounting features, quotes ad estimates can be sent from anywhere anytime. Out unique cloud-based system means there are no limits on where you can start a new business relationship. What’s more, if you are physically with a new client, issue their quote on the spot for a great first impression.
The Estimate History section lets you keep track of the discounts, note changes and monitor interactions with your customers.