Introducing Quotes

NORDVEST now has Quotes, built right into the Sales CRM.

Start from the deal you already have

Open an opportunity and click New Quote.

Build the Quote

Add lines from your inventory catalog. Adjust the price if you need to. Need something that isn't in your catalog? Add a blank line and type it in.

Drag lines into the order you want them to show.

Quotes are part of the Sales CRM module, included on the Operations and Partner plans.

This is just the start

Here is what comes next for quotes:

• Quote to Service Request: won the job? Convert the quote into a service request in one step.
• Accounting integration: a quote in NORDVEST creates the matching quote in your accounting software.
• Templates: if you quote the same jobs, equipment, or installs often, start from a template instead of a blank page.
• Styles: make your quotes look like your brand.
• Estimates: flag quotes as estimates.