We are looking for a tablet or pc based quotation system
- or -
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Description
Description of requirements/functionality: Ability to add and delete items
Ability to save quotation
Ability to reload and edit quotation
Ability to print and email quotation
Ability to Insert images
OS requirements: Windows, Other
Extra notes: We are looking for a tablet or PC based quotation system which is able to input Photos, free text and pull information from a data base to produce a professional looking quotation for our customers.
Ease of use is important so being able to click on items required which is collated into a quotation.
We do have an existing excel system that imports into word crating a quotation for the customer and install sheet for the engineers. This may be possible be tweaked or start from scratch. A sample is attached
Paul S.
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Hi Paul,
How is it that you are looking to improve on the current quotation system you have?Paul S.04 Mar 2017The main reason is the justifying when it converts to Word and also to make it easier to introduce photos. Also some of the logo's need changing.
I can use it in its current form but takes longer than it should do + looking to recruit sales person so needs to be easier to use.
Yes I would like to update this but it may be better to start from scratch
I would like it to be so easy it is possible to run through with the customer on site and produce a quote on site and alter should they wish to change items there and then. -
Hi Paul,
Do you have by any chance the password for the VBA project and for the protected sheets? I would like to review the code in order to evaluate if it's going to be shorter to build it from scratch or to modify the existing tool.
Thanks,
Gadi BizinyanPaul S.04 Mar 2017The password for the bit I use is psadmin the other bit I don't know but if he had used a similar one it would probably be scadmin