Quoting is a Built-in Feature!
Generate quotes from inside any customer account.
We make telecom quote management easy! Our built-in customer quote tool uses configurable profiles, allowing you to use different templates. These 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.
Quote any product or service
Our quoting tool supports advanced features, such as estimated tax calculations. When a customer accepts a quote, TimelyBill can trigger the automatic creation of services and invoice generation. Quoting also supports permission based access and full audit logging.
TimelyBill's quote component features
- Integrated tax calculations factor in customer, address and product information
- Relate each quote item to different customer locations or invoice groups
- Integrated with DocuSign for electronic signature
- Permission based access and full audit logging
- Single-click conversion of selected quote items
into billable services
- 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