Quote Software: The 21st Century is About Automation

Quote Software: The 21st Century is About Automation:

Our CloudBooks app has proven a key resource for so many companies and contractors who are trying to bring themselves into the 21st Century. Many companies still rely on pen and paper or one-off efforts to produce the innumerable invoices, time-sheets, payment and expense reports, and quotes which their businesses require to get and track jobs and make sure the company has been properly paid. Simply put, in the digital era the duplication of such efforts time and time again is an absolute waste of productive work time.

Take CloudBooks’ quote software, for example. Our app allows our users to create professional looking estimates in seconds and practically effortlessly.

Our software allows you to insert a client’s information by choosing them from an easy drop-down menu which will automatically populate the form with information such as their name and address; if a new client needs to be added, the form to do so is merely a click away. If the client is in a foreign country, you can also choose the currency you will be quoting them in via another drop-down menu.

Similarly, when it comes time to create a detailed list of the different estimated tasks, their costs, and any associated expenses you might expect to incur, CloudBooks is ready to make it easy: all previous entries are available from a drop-down menu so that you do not have to waste time looking up how much you charge for particular services or how much particular materials cost.

Once your estimates have been sent to your clients, however, it is important to be able to keep track of them — especially since many businesses send out numerous estimates each and every day. With CloudBooks there is no more shuffling around paper and hoping that you find the duplicate copy which you saved: not only is each estimate given its own tracking number, but even the status of each estimate is recorded so that you know if it has been sent or if it remains only a draft. Other sorting options that can aid in the rapid analysis of your estimates include the name of the clients’ companies, the date on which the estimate was created or sent, its value, and even what subject the estimate refers to (for businesses involved in multiple sectors or verticals). Even months and months later, you can find precisely what you quoted your client for.

Best of all, CloudBooks will can automatically include your company’s logo on the top of every quote for a professional touch, increasing the trust factor between you and your potential clients.

This is just one feature of our full CloudBooks app, but it is surely clear just how much time this can save when compared to a traditional pen and paper, filing-cabinet based system. That any business is wasting the time of its most valuable employees in the 21st Century by forcing them to shuffle paper and dig through old files just to glean one or two needed bits of information is an absolute travesty. When we set out to build CloudBooks it was precisely to help everyone — businesses big and small — make the most out of digital technologies so that they can stop messing around with administrative tasks and get back to their important work at hand.

If you would like to learn more about the other features of the CloudBooks app, including online invoicing, expense tracking, time tracking, and custom company reports generation, please look at the tour page of our website. You are also welcome to contact us to learn more about just how much time and effort CloudBooks can save your company when it brings your business up to speed with the most current of technologies.

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