Preventivi015

MEDIA PROMOTION SRL

About this app

- Quotes015: Create quotes and send them to your customers via WhatsApp and email

- With Preventivi015 you not only have the app for Smartphones and Tablets but also access via Desktop (computer and notebook), which you can use on both Windows and Mac, without any installation.

With Preventivi015:
- CREATE
create and manage your estimates anywhere and easily: indicate the object, the delivery date, the validity date, add any notes and attach a PDF document
reduce calculation errors in your offers to zero
duplicate estimates to speed up your work
if you are a freelancer you can set the calculation for cash, withholding tax or stamp duty

- SEND
send your quotes to customers directly from the app (also via whatsapp)
personalize the sending message with your signature and logo in the body of the email

- CUSTOMER RECEPTION AND ACCEPTANCE
the customer can download both the quote and any PDF attachment from a reserved area, and accept the quote from the same area

- STATE CHANGE
when the customer accepts the quote, the status automatically becomes accepted with specification of day and time of acceptance

- NOTIFICATIONS
receive notifications for status changes
when the customer opens the email with your quote and also when he reads your quote, you receive a notification when the customer accepts the quote and an email for acceptance complete with receipt

- CLIENTS
classify your customers
to add a new customer you can directly use their VAT number and the system will automatically enter the customer's tax data, or scan the customer's identification QR code with the app

- PRICE LIST
manage up to 5 price lists
you can organize your services/products in a price list and speed up the creation of estimates, you can assign a specific price list to the customer, to have the prices already set when drafting the estimate
you can duplicate the price lists and carry out a global price review
you can classify price list items into categories, you can import pre-compiled price lists to customize

- STATISTICS
get quote statistics
you can find out all the statistical data summarizing the quotes you have issued, get the best performing channel and/or type of service, find out how many quotes were successful

- PRESS FORMS
choose the model
you can set your own quote printing template, you can put your logo on the printing form

- NOTE
archive notes for expenses, receipts, inspections, etc... complete with photos, you can always have expenses and receipts at hand

What’s new

Assicurati di aver sempre l'ultima versione installata .
Versione 57 cosa è cambiato : nuova libreria modelli di stampa per i preventivi, supporto AI per generare i tuoi preventivi, gestione del catalogo prodotti con immagini da inserire anche nel preventivo