Quoting from Inside Any Customer Account
Similar to other TimelyBill systems, TBQuote consumes configurable profiles, allowing you to store different treatment and templates. These quoting templates can be applied to various types of customers or services. Quote PDFs are created with the simple click of a button. A file history log of PDFs is maintained for a particular quote.
TBQuote also supports advanced features, such as tax calculation directly inside each quote. When a customer accepts a quote, simple services can trigger the automatic creation of services and invoice generation. Like all TimelyBill features, TBQuote supports permission based access and full audit logging.
- Integrated tax calculations factor in customer, address and product information.
- Able to relate each quote item to different customer locations or invoice groups.
- Single-click conversion of selected quote items into billable services can initiate immediate billing, where services are created along with a one-time invoice.
- Quote history allows users to view previous versions of the quote in PDF format.
- Quote profiles support unlimited number of templates for PDF generation and transmission.
- Override descriptions, quantities, charges, locations and invoice groups for each line item.
- Supports additional fields to capture external quote numbers or purchase orders.
- Permission based access and full audit logging (a core TimelyBill feature).
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