8 posts in this topic

Posted

Would love some suggestions on what software / program / apps you all are using for doing customer proposals.

The company I am currently using is cutting me off, since they are based in my state and also have a service company, so they're saying this is a conflict.

Need some suggestions for what you use if it is professional looking, not too difficult to use, and doesn't cost a million bucks.

TIA

kc

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Posted

We use quick books not only is it FREE but it links right up with your bank account so you dont EVER have to add anything yourself.. Its pretty sweet... If you have questions on what version or whatever PM us.

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Posted

We've designed our own.  My bookkeeper and CPA take care of all the bean counting, so ours are designed for one thing, to close the deal!

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Posted

We use our own Excel based quoting/invoicing application. I simply enter the customer info and the quote or invoice template is automatically populated. I then print either one as pdf and email it to the customer.

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