Standardise the way quotes are created, tracked and organised

Automatically generate a register of all quotes to easily and quickly find records and close new business. See which quotes have been approved in the register

Generate charts (which auto-update in realtime) in the analytics section, to track how many quotes are created over time, and what their status is.

Allow your team to create and send quotes on the go, using the Dashpivot mobile/tablet app, available for iOS and Android devices.

Download your quotes as PDFs if you need a hard copy, or send a soft copy PDF to someone via email directly from Dashpivot.

Download your quotes to a CSV if required to be processed later in excel or in a separate software/program

Setup your quote template in your company Template library (located in your Home Folder), to standardise the process and fields in the quote.

Use a table field for itemising the costs, and;

Include formulas for auto-calculating costs per row (ie. cost x quantity). If you want a total at the bottom of the table you'll need to make sure the table is set to be 'prefilled'

Use list fields set as dropdown menus where applicable (eg. person, service), to make it easy to find and filter records later via the register view, and filter by the list items on any analytics charts.

Set fields to be 'required' if they should be mandatory

In the template settings, make sure the forms are sorted by the date on the form (not the creation date)

Setup a frequency chart in the analytics section to track how many quotes are created over time and/or create a ratio chart to check their statuses. This helps identify trends and track KPIs.