Spend most of your time tackling complex quotes with multiple variations? If so PromoSoftware can help. You can quickly calculate numerous quantities and variations, create a quote and allow your customers to see at a glance the best option for them.
Client wants a similar quote, no problem. Duplicate the quote, replace the detail(s) and resend.
- Create a quote quickly using entered company, contact, enquiry and product data.
- Preview and add / remove fields you would like to show in the final document.
- Email your quote directly from PromoSoftware using manual or pre-entered emails.
- Enter a follow up task when creating the quote to ensure you remember to chase it up.
Flexible invoicing options make it easy for you to request payment. Quickly create invoices by converting a pre-entered quote or sale with one click or part invoice a sale if some goods arrive earlier. You decide.
Save time & bookkeeping headaches by integrating with KashFlow or Xero accounting software.
- Use your created sale to convert to invoice in seconds.
- Put your payment instructions on your invoice.
- Email directly to your customer from your PromoSoftware system.
- Add yourself a reminder to chase for payment with 1-click.
Your company and contact CRM manager gives you a central, easy-to-access location in which to store and locate the details for all your business contacts.
Access to all your contact details and documents from the gym, the coffee shop or the beach.
- Enter a new company or contact in seconds.
- One location for all related documents, tasks or emails.
- Send emails direct from PromoSoftware to your contacts.
- Clear contact info with different office, delivery and invoice address.
With multiple products and suppliers used in most projects, PromoSoftwares helps save you time by creating purchase orders extremely quickly using your existing data.
If your sale uses multiple suppliers, then multiple orders are created when you convert.
- Create a new purchase order in seconds.
- Convert an existing sale or quote into a purchase order with one click.
- Email your purchase directly from PromoSoftware.
- Define a customised follow up schedule for your purchase.
Manage and monitor your enquiries by entering them into your PromoSoftware system. Convert to a sale with just one click, see at a glance what needs chasing and track your quote to conversion rate at a glance.
Always add an enquiry to accurately measure your conversion rate and your enquiry source.
- Create a new enquiry in seconds.
- Enter and link any tasks, emails or documentation direct from the enquiry window.
- Quickly find any related documents by just looking in the enquiry module.
- See at a glance which enquiries make or lose you money.
Accurately track the time you spend on projects, quotes or even your own marketing by switching on the timer and making a note of the work you completed during the allocated time.
- Allocate time to a specific enquiry
- Increase your efficiency by becoming more time aware
- Check you're not spending too long on particular tasks
- Generate reports to see where you spend your time
From suppliers to customers, couriers, printers and embroiderers, you have so many people to keep in touch with, your to-do list has to be simple to action. PromoSoftware automates your daily to-do list based on the reminders you've entered, making it easy to see at a glance what needs to be done.
Having a clear list of tasks that need to be done, takes the stress out of your day.
- New tasks can be added from any screen via the top navigation bar.
- Daily task list shows on your dashboard allowing quick and easy updates.
- Add unlimited notes to any task and reschedule the to-do date until task complete.
- Quickly retrieve past tasks by visiting the related contact or enquiry.
PromoSoftware makes it easy for you to stay on top of your numbers and ensure your business is on track. Choose from over 40 quick to generate reports to monitor your KPIs, track your performance and analyse your profit (or financials).
Know your numbers both good and bad. If you can’t measure it, you can’t change it.
- Over 40 reports covering every area of your PromoSoftware system.
- Add your two most important reports to your dashboard so you can monitor in real time.
- Report on all dates or filter to show a certain time period.
- See what is working, what isn’t working and what you have to change.
Manage your important step between quote and invoice when the work gets done. Confirm your customers order with a sales acknowledgement or request payment with a pro-forma.
Save time by converting your final quote-sale, sale-purchase, sale-invoice with 1-click.
- Create a new sale in seconds from scratch or by converting from a quote.
- Double check your customers final requirements by sending an order acknowledgement.
- Keep your sales active until all elements have been delivered to your customer.
- Check on the quantity and value of your active sales by checking your dashboard.
Ensure that you don’t miss any stage of any purchase by using the simple and efficient scheduling system. Easy to use and vital to ensure your purchases go out on-time every time.
Your scheduling system ensures you never miss an important date in any purchase or enquiry.
- Unlimited stage by stage schedules can be created.
- Apply a schedule to any purchase or enquiry.
- Enter the dates in your schedule and add a task.
- Your task reminder shows in your dashboard.
It's quick and easy to import all your products in one go, or as and when you need to. Simply store product details, colours, categories and prices and instantly access this information when creating quotes, sales, invoices or purchases.
You can even manage your product inventory with options to reserve stock at quote stage.
- Enter your product details, colours and images quickly and easily.
- Almost unlimited pricing options – price by branding, quantity or both.
- Show product details and images on quotes, sales, invoices or purchases.
- Easily see which products are performing by quantity, sales or profit.
PromoSoftware is multi-currency. So if you buy in China, Europe or the US and sell to the UK, Europe or America, no problem. Whatever currency you deal in, you still maintain total control over your business - you can even see your reporting in your local currency.
Whatever currency you deal in, you still have complete control of your business.
- Select your base currency when you sign up.
- Choose the quote / sale / invoice or purchase currency and enter the conversion rate.
- Your document in PromoSoftware shows at the correct price in the correct currency.
- All your reports and KPIs are converted back and shown in your base currency.