What Our Quote Software Can Do For Your Business

While usually not the first impression one makes with a client, a quote or estimate to a client is usually the first formal document they receive. Additionally, the estimate is implicitly a call-to-action to a client and represents the last step before a deal is reached. As such, it is of incredible importance that your quotes present your company in the best light by looking clean and professional, as well as presenting information in an easily readable format for your prospective client’s consumption.

The creation of estimates was once a tedious process that required the painstaking entry of information into spreadsheet software and then its meticulous transfer to a word processor for formatting. In 2016, however, the use of quote software can both speed up the process, as well as ensure that each estimate your company sends out is beautifully formatted and without the typos and errors that can be produced as a result of repeated, manual quote creation.

Speed & Efficiency

Our CloudBooks software is built to allow your company to generate estimates quickly. This means that we attempt to reduce the amount of work your company needs to do, as often as possible. When you enter into the estimate generator, everything from the client’s name to items included in the estimate to tasks your employees will be performing can be selected from predetermined lists. This means that, rather than entering information over and over each time an estimate needs to be sent out, any standardized or regularly used items can simply be added to the estimate in seconds flat and without referring to price-books or calculating labor-hours for some task. Additionally, specific tax rates can be applied to items or tasks on-the-fly from our easy drop-down lists, while a client-specific discount can be added simply by inputting it in a discounts cell at the top of the generator.

More Details

Our goal with CloudBooks estimate generator was to produce quotes quickly and efficiently to save companies on administrative time and let them get back to doing the important work of running a business. What we did not want, however, was for that goal to lead to uninspiring estimates with little information on them; the goal was to attain both detail and speed. As such, the estimates our software generates contain not only an itemized list of goods and services to be provided, as well as a detailed breakdown of quantity, taxes and totals, but also a full set of administrative information such as the date the estimate was issued, as well as the mailing information for both the prospective client and your business. You can even add your company’s logo if you so desire!

Estimate Management

Anyone who runs a successful business knows that it can often be hard to track all of the different estimates you send out. Sometimes it can be difficult to match customers to their proper estimates when they call for more information, and sometimes quotes are misplaced or lost forever. This difficulty can cause any number of headaches, especially if you are trying to negotiate with a customer while only guessing at what items are on the estimate which they received. For this reason our CloudBooks software is built to create an easily searchable database of all the estimates that you send out. You can sort it by name, by number, by the day it was sent out, or even the total amount. It also keeps track of the status of each invoice — whether it is a draft or whether it was sent — so that you can more readily gauge what you have out to prospective clients.

Please contact us to learn about what our CloudBooks software can do for your company, from quotes and estimates to invoicing and expense management.

The Advantages of Using Billing Software

In 2016 it makes little sense to attempt to track and manage one’s accounts via outdated, paper-based methods. Billing software is an asset to any business, no matter how large are small. Such software streamlines and manages a great number of processes which would otherwise take a large amount of labor to complete, with all the mistakes and oversights that come from the unpredictability of the human mind.

CloudBooks is an all-in-one billing software solution that seeks to bring paper-based companies out of the dark ages with the latest in digital technology. Our goal is to increase the efficiency of the corporate billing process by streamlining payments and offering a number of analytic tools so that business owners can get a real-time understanding of where their money is going and what their employees are working on.

Our software offers a number of features which can help you get back to doing business instead of spending your time on billing.

Payment Options

Our CloudBooks software offers a number of different ways for your clients to make payments to you. We allow payment via all major credit cards, but also offer PayPal and Google Wallet as options, as well as checks and cash. When your customers can pay you in any way they choose, you get paid more quickly and on-time. Additionally, our software can be configured to send automated, personalized thank you notes to your clients.

Tracking Billable Time

With our billing software you will no longer have to rely on scraps of paper jotted with half-legible records of when you and your employees spent time working on a client’s project. Our software tracks every minute of time, making sure you get paid for every last second you spend working. As our software can work with all types of billing models, never again will you need to under-bill a client because you cannot find a time-sheet.

Expense Tracking

Similar to most paper solutions, expense tracking tends to be a nightmare: receipts and highlighted credit card statements pile up, and before long it becomes almost too difficult to file for reimbursement from a client. With our expense tracking features, employees and business owners can monitor and recoup expenses with an unparalleled ease. CloudBooks tracks expenses in real-time and associates all charges with particular clients so that you never bill the wrong one.

Simplify Recurring Payments

As always, seek to maximize the efficiency of those businesses using our software. One feature that has shown to improve efficiency drastically is our recurring payment option: set a billing schedule for your regular clients and they will automatically receive an invoice at the end of each billing period. If your business uses subscriptions regularly, our software can also handle easy subscription set-up and maintenance so you can spend more time worrying about business and less time making sure you are getting paid.

Manage Your Team’s Time and Budget

Those who have worked with a full staff below them know just how hard it can be to keep accurate tabs on where they are directing their energies. With our software you can keep track of each employee to the minute and to the dollar. Whether you generate on-the-fly graphics or look right at the numbers on the spreadsheet, the degree of control you can have when you know what is actually going on is unparalleled. We also offer permissions-based access so that your employees can get a handle on who is doing what without compromising critical financial information.

Please contact us to learn more about how our billing software can help your business become both more efficient and less wasteful.

Get Paid with PayPal Online

Get Paid with PayPal Online:
CloudBooks is now fully integrated with PayPal and once your customer paid the invoice with PayPal, it will automatically change the invoice status to Paid. No manual task involved:

Please see below screenshots of the process:

Once you sent your first invoice, your client will open it online and click Pay Online option:
1 - client Unpaid Invoice

Check mark the PayPal option:
2 - gonna pay invoice

It will redirect your Client to PayPal payment gateway:
3 - Redirect To Login Page of PayPal

Your clients will login to PayPal:
4 - Login to Paypal

Your client will review the amount:
5 - Login Complete

Your client will click on Pay Now option:
6 - Processing Payment

Payment will be processed once they click on Pay Now option:
7 - Payment Done

Your client will see Thank you for your order message:
8 - Returning to Buyers Account

9 - Waiting to return to Buyers account in 10 Second

Your client will redirect to PayPal auto payment update URL and you need to click on go to Dashboard link so it will redirect you to CloudBooks client portal and your client will see the invoice status changed to paid:
10 - Payment done with redirect URL

11 - Now Invoice is showing as Its paid

12 - Finally Paid Invoice Generated