Billing & Automation

Quotes / Estimates

Prepare a quote, send to potential customers, attract them with your offer and professional template – turn leads into deals.

CREATE AND SEND QUOTES / ESTIMATES

With HostBill your staff members can generate quotes / estimates and send them to your customers as PDF files. Each estimate consist of:

  • Status – get at a glance information how negotiations are going
  • Expiration date – because no good offer lasts forever
  • Description – for brief offer overview for other staff
  • Items – billing informations about offered items
  • Notes – both public and staff-only


FROM OFFER TO ORDER – IN ONE CLICK

Once your quote is generated it remains in Draft state, most common quote flow is as follows:

  1. Quote is generated, kept in HostBill, only staff can see it
  2. Quote is sent to customer for approval, client receives it as PDF
  3. Client accepts your offer – change status to Accepted
  4. Its time to bill customer – click Convert to Invoice to bill customer



PLUGIN: AUTOMATED QUOTE GENERATOR

If you think that acquiring new customers is tedious process that cannot be automated – think again! Our automated quote generator in simple way lets you use amazing HostBill orderpages to attract potential customers, without revealing prices.

  • Setup HostBill orderpage, hide prices with Automated Quote Generator plugin
  • Your client requests a quote trough HostBill orderpage
  • An order draft/quote is issued for your staff to review/apply discounts/contact customer
  • Orders are converted from price requests with one mouse click!

Learn More

Video Tour – customizing estimate template

Billing & Automation
Got some questions regarding product, migration, refugee discount, development quote ? Contact us.

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