PragmaQuote was designed with one goal : Making business easier, faster and efficient when it comes to create and manage invoices and estimates.
Because all businesses journeys starts with customers satisfaction in mind, it is crucial to be equipped with the right tool that offer the best response time possible when an estimate request comes in or when an invoice must be sent out.
PragmaQuote is intuitive, easy to use and efficient and comes with an extensive list of features which will all contribute to increase your productivity as well as making it the perfect fit for your business identity.
Among the features:
+ Benefit from our responsive pre-built document template. You can decide whether to send documents to your customers in HTML or PDF.
+ Multiple business handling
You can create multiple businesses in the app. All data is contextualized to the default business set.
+ Multiple lines of products and services
Organize your products and services by families and categories. Each business you create can have its own family of products and services assigned.
+ Quotations versioning and comparison
Keep track of all changes done to a quotation by creating multiple versions before reaching finalization status.
+ Additional fields
Adapt the app to your needs by extending the list of fields by creating your own among a variety of types: Booleans, List of values, Dates, Numerics and so on.
+ Custom objects
Custom objects are a great and powerful feature that allows you to specify in the header of every document recurring informations about whats being invoiced or estimated. An amazing possibility to magnify your business identity.
+ Custom statuses
Besides system statuses that drive the flow of actions, custom statuses come naturally as an additional way to make the app reflect your own logic of structuring the information.
+ Mail templates
Define your own mail templates ready to be sent to your customers by using our nice WYSIWYG embedded editor.
+ Terms templates
Footers of documents can be completely customized using the WYSIWYG editor.
+ Automatic reminders
Guard against overdue invoices by automatically sending reminders based on your own mail templates and rules.
+ Payments and Receipts Generation
Register payments and generate receipts using our pre-built receipt template.
+ Appointments management
+ Ticketing support
Be involved in the project planning by submitting your own requests or issues you may encounter through our support functionality.
+ Multiple tax methods
Tax on the total or per article, inclusive or exclusive
+ Attach images to your invoices and estimates
+ Sign your invoice or estimate
+ And a lot more to discover and a lot more to come !!
Want more features, submit an issue or simply want to reach us ? You are welcome at [email protected]
After enjoying all the features during the trial period, a subscription will be required to continue using the app with no restrictions and start making unlimited estimates and invoices.
Terms of use : https://www.pragmaquote.com/index.php/terms-of-use/
Privacy policy : https://www.pragmaquote.com/index.php/privacy-policy/