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:
- Quote is generated, kept in HostBill, only staff can see it
- Quote is sent to customer for approval, client receives it as PDF
- Client accepts your offer – change status to Accepted
- 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!
Video Tour – customizing estimate template