MODULE
QUOTES
Get the price right, fast-fast. No more scribbling on scrap paper or WhatsApp messages that vanish.
The Problem
Sales don't fail on paper - they fail in execution
Manually creating quotes, chasing approvals, and re-entering data slows businesses down. Pricing drifts, stock isn't checked, and quotes get lost in the shuffle.
The Solution
Quotes that turn interest into income
SME Tech centralises quoting, links it to customers and stock, and turns approvals into action - instantly. One click converts a quote into a job or sale order with zero re-capture.
EFFICIENCY
- Sleek, professional quotes generated in seconds
- Setup multiple quote templates for repetitive work
- Instant email delivery or print-ready output
- One-click conversion to jobs or sale orders
ACCURACY
- Pull live pricing directly from inventory and services
- Automatic back-order capture on conversion
- Convert back-orders to purchase orders seamlessly
CONTROL
- Track quote status - draft, sent, approved, or forgotten
- Capture out-of-stock items during quote conversion
- Quote performance and conversion rate reports
HOW IT WORKS
Step by Step
01
Create
Build a sleek quote linked to your customer, stock, and pricing rules
02
Send
Deliver instantly via email and track whether it's been viewed
03
Convert
One click turns approved quotes into jobs or sale orders
04
Automate
Back-orders and pricing updates are captured automatically
WHY IT MATTERS
The Impact
Faster turnaround times on every quote
Fewer errors and zero duplicate data entry
Higher quote-to-sale conversion rate
No more "Just resend the quote, please" moments
No more "Just resend the quote, please" moments