SMPL System Announces New Quote Tool Feature
The SMPL System is proud to announce the newest addition to its comprehensive suite of CRM and website tools, the Quote Tool. This tool allows you to quickly and easily generate and customize an itemized quote which can be pushed into documents and emails for easy communication.
You can watch the brief announcement video here
Or you can watch a full detailed usage video covering all of the new feature and its uses.
- Gather specific/detailed information using the new website quote form module
- Customize/Edit the quote quickly and easily from your CRM record
- Push the quote into the document merge tool & send to your client via:
- Direct Email
- Email File Attachment
- Client Portal File
Screenshots
