Quoting software, from opportunity to order
Build the quote from Catalog lines, keep every version with its comparison and send the PDF from the record. When the customer accepts from the link, the order creates the project and the draft invoice.
- 01Opportunity and Catalog lines
- 02v2: lines and total recalculated
- 03PDF sent from the record
- 04Accepted via link: project and invoice
From opportunity to order, without retyping anything.
The quote takes customer and price list from the contact and its lines from the Catalog. When it becomes an order, it hands the work to Projects, the invoice to Accounting and the recurring fees to Subscriptions.
- Pipeline: Lead, Qualified, Quoted, Awaiting, Won
- Versions with line-by-line comparison
- PDF with cover and product sheets, sent by email
- Online acceptance and down payment from the link
Ask, don't click
YVY works by voice too. You ask, it does it.
Write, or even talk, to your chatbot: it goes into YVY and does things for you, with your permissions. It asks you to confirm before issuing anything, and every step stays in the activity log.
Open the project for Ferretti from the accepted quote.6 nodes from the template
Further reading
CRM
CRM (Customer Relationship Management) is the system that follows your relationships with clients and prospects: records, contacts, opportunities, quotes, sales activities.
Glossary
Job order
A job order, or simply a job, is an engagement received from a client, with an agreed value, work to be done, and its own costs and revenue.
Glossary
Fitting your business software to your processes
We fit YVY to how you work: project templates, price lists, roles, start rules. Ready for services and projects; trade and manufacturing are on the way.
Services
Agency management software: a 20-point checklist
What business software for a communication agency must do: 20 points from quote to payment, the questions to ask in a demo, and when you don't need it.
Guide