Quotation Software For Small Business
Online Small Business Quoting Software That's Quick And Easy To Use Letting You Get Quotes To Your Customers Fast.
- Makes creating quotations simple and fast, saving your tonnes of time
- Never forget to follow up another quote by adding reminders as you add the quote
- Duplicate the quote in one button click or make amends as you need
- Convert to an order confirmation or invoice in just one click of a button
- See your profit on each quote line as you type in the details
5 Step Quick Start Guide To Our Quotation Software
Step 1 - Set Up Your Software
Quote Software For Small Business Set Up Step 1 - Click To Enlarge
What To Do
- Easily sign up for your Free 30 day account of SpinLessPlates by clicking an orange button
- After your system has been created you'll arrive on the dashboard. Press on Settings in the navigation bar, #1 on image.
- Enter the quote number you'd like to start with on your system. Also the number of decimal points you use, #2 & #3 on the image.
- Upload you letterhead / background that you'd like to show on your quote documents. An instruction guide on this is at #4 on the image.
Step 2 - Create A New Quotation
Quote Software For Small Business Set Up Step 2 - Click To Enlarge
What To Do
- The quote screen has two main features - adding quotes on the left, listing quotes in centre, #4 on image.
- Add your first quote by selecting who the quote is for, #1 on image. Should you need to add a the company & contact, press the + button.
- Recommended: Link your quote to an active enquiry, #2 on image. If you need to add an enquiry, simply press the + button as above.
- Enter in a quote title and then add the date you'd like to set a reminder to follow up your quote, #3 on image.
- When you are done, press the green Add Quote button at the bottom of the screen
Step 3 - Add Your Quotes Lines
Quote Software For Small Business Set Up Step 3 - Click To Enlarge
What To Do
- The main quote details you've just entered are on the left, #1 on image.
- Enter the main thing your quote if for in the description box, #2 on image.
- Add a unit quantity for what you are quoting on, #3 on image.
- Optional: If your product has colour or differentiating feature (gift wrapped, delivered, etc), enter as required.
- Type your Cost Price and Sell Cost / Mark Up in relevant box, #4 on image.
- Press the green Add button to enter your quotation line. Repeat adding lines until your quote is completed.
- Click the Preview button when your quote is done.
Step 4- Preview Your Quotation
Quote Software For Small Business Set Up Step 4 - Click To Enlarge
What To Do
- To amend your customers address details click in the incorrect address line, change and press return to save.
- To update or alter an quote line, click on the Add/Edit lines tab, #1 on image.
- Include special instructions, perhaps how long it is valid for, to bottom of your quote. #2 is where you can do this.
- Once your quotation is all ready, press the green Print / Email Quote button
Step 5 - Sending It To Your Client
Quote Software For Small Business Set Up Step 5 - Click To Enlarge
What To Do
- The left side of the tick boxes allows you to change what shows on your quotation document, #1 on image.
- The right side gives options to show extra fields from your product file, #2 on image.
- When all is ready you can email it straight to you customer or save it as a PDF and email it from your regular email software, #3 on image.
How Much Is This Small Business Quotation Software?
- No Contract To Tie You In
- No Set Up Fee
- 2x 30 minute 1:1 getting started webinar
- Unlimited email support
- Easy 'One Click' Cancel
- £25 per month ongoing
- No contract to tie you in
- No set up fee
- 2x 30 minute 1:1 getting started webinar
- Unlimited email support
- Easy 'One Click' Cancel
- £40 per month ongoing
My 2 Most Frequently Asked Questions
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What about if it isn't for me and I want to leave?No problem. You can delete your account with the click of a button. You simply have to click on Settings on the top navigation bar and click the Delete Account button in the bottom right corner. All you account details will be deleted as will any payment details you may have entered. There is no contact to tie you in.
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I'm not sure about web based quoting software, how secure is it?
Your data is stored in an individual database which is created just for you when you sign up. Only you have the password to this.
This database is hosted on a dedicated server at Heart Internet. It is backed up daily by them and also by us offsite. When you become a paid user, you can schedule .csv backups to be emailed to you daily, weekly or monthly. This way you have 100% access to your data.
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