Quote & Estimates


Make a great first impression in minutes. A quote or estimate may be the first way that a prospective client or customer gets to know your business. Many businesses overlook this and end up texting or emailing quotes with very little thought going into how this figure will be received. Smarty Accountancy enables you to issue professional looking quotes in minutes from, helping you win new business.
Giving a prospective client an estimate or a quote for a service your business can render is the first step in winning them over. With Smarty you can handle this in a formal way. What’s more, because our software is powered by the cloud, you can issue quotes and estimates while you are out and about using your smartphone. This is also a great way of adding client contact information to your database for future reference, which catalyses invoicing and follow-up engagement.

Make a great first impression

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.

Convert straight to invoices

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.

Add contacts

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.

Issue from anywhere

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.

Track your estimates

The Estimate History section lets you keep track of the discounts, note changes and monitor interactions with your customers.





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