How it works

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Professional looking QUOTEs.

When competing against others to win a business, the look of your quotes is everything! A quote is not just about putting together a bunch of numbers and a total at the bottom.

You only get one chance to make a first impression, you better get it right. The quote is your first interaction with your customers. You want to win their love, and their business, and give an impression of professionalism and legitimacy. It should represent your company and convey your values.

SugarQuote makes it so easy. Out of the box, your quotes look gorgeous.


Make your QUOTES LOOK LIKE YOU.

Your company and your values are unique, it should be the same for your Quotes! No more black on white business documents, we are introducing colors.
Your quotes should reflect your identity of your company and properly represent your business. Play with different color schemes and layout to find the combination that works for you.

Your Quotes, your Rules, your Identity.


Customize your email messages to your customers

customize quote email message

Ready to send your quote to your customer? Now it’s time to customize the message she’s going to receive. Customize the subject and the body of the email and make sure you convey the right information. Soon, you will be able to save template to make your life even easier.

 

COMMUNICATE WITH YOUR CUSTOMER DIRECTLY ON THE QUOTE, NOT VIA EMAIL.

Why move the conversation away from where it belongs ? There is no place like the quote itself to talk about the quote, right ? Let your customers ask questions about your proposals and answer them, all of that happening right there where it matters.

SugarQuote is where collaboration happens.


let your customers accept your quotes straight from them.

Say goodbye to quotes you have to print and sign… and email back or send via mail. The nightmare is over.
With SugarQuote, accepting a quote has never been so easy, it happens in the quote itself. When signing, we store the date, the customer’s IP and browser details.

Yes, SugarQuote is where collaboration happens.


Keep track of what is going on with your quote: everything in one place

All the important information about a quote, at a glance. All the activities happening on a quote are right there, so you see what is going on and what’s the next step. Did the recipient open your quote? Now you know.

quote view

All your quotes, searchable

Filter by status, or just search using the contact name, email or any of the quote information. All your quotes are easily accessible at your fingertips, it is easy to find what you are searching for.

SugarQuote will make your life easier.


Item templates

Create item templates that you can use in your quotes. Type the first letters of the item template you want to use in your quote. Adding an item has never been easier.

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Tax setting

Flexible tax system

Because your business is unique, SugarQuote lets you configure your tax settings in such a way that is powerful yet easy. Configure how tax items are displayed in your quotes and the taxes that you need to support. SugarQuote will display those tax in your line items. You can also configure the tax for your item templates to make it even easier for you!