Appify App: Quoting
Send the bid. Win the business.
Within minutes, your sales team can generate a sales order for signature while still on-site, drastically increasing your win rate.
Increase win rate by creating and submitting quotes faster
Impress prospects with very detailed and personalized proposal documents
Optimize your sales process by analyzing win rates for each type of quote
Create, update and email customized project bids or quotes while onsite
Create workflows to guide sales reps through creating a quote
Apply quote templates with your brand: import templates from MS Word
Sync data to Salesforce or other data source
Work offline with automatic sync when connected again
Capture signatures, photos, or notes and connect to customer record