Quick and easy to draw up
Drawing up competitive quotes quickly, neatly and correctly is essential for every business. With onFact it is effortless, by using existing products and prices from your own product list and supplementing them where necessary with specific information tailored to the customer. If you later receive similar quote requests, you make a copy with one click and adjust the specific information.
All your quote requests in one place
Activate 'Quote requests' in onFact and collect all your requests from potential customers in onFact. Create prospects, manage your communication about the quote and follow up the quote process from request to invoicing.
Follow up quotes accurately
Quotes are best followed up closely. Each quote has its own sequence number with date and reference for easy follow-up. onFact automatically points out open quotes so you can contact the prospect for a follow-up sales conversation. Quotes that have already been accepted, or even carried out but not yet invoiced, are also clearly indicated so that invoicing can follow quickly.
From quote to invoice in one click
Quote accepted? Then copy the quote details to an invoice or advance invoice with just one click! It automatically gets the appropriate date and the next invoice number. This way you convert a quote into an invoice in a few seconds. If you work with advance invoices, onFact also calculates the total of the final invoice.
Approve and sign online
Customers can very easily sign your quotes online, from any device. They add their signature and you are notified by email. Because customers can accept your quotes smoothly this way, not only is your chance of a sale higher, but less time passes between quote and sale.
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