Get helpful videos
Create great looking sales quotes for your customers using just your browser, print them or export them to PDF. You can even manage your customers, products and their categories and your salespersons.
The system allows you to manage the following information in convenient, extensible, regular SharePoint lists:
- Products and categories - manage your own product categories and products to be used in the quotes. Creating a quote for a new product or category? Add them right when you need them, directly from the new quote. You don't need to stop in the middle and switch to a different list. When you select a category, the list of relevant products is filtered out automatically.
- Customers and contacts - manage your customers and their contact persons for use within quotes, view quotes associated with each customer. New customers and contacts can be added right when you need them, without leaving the context of the quote. Only relevant contacts are shown for selection when you enter a customer.
- Quotes and quote lines - create, manage and print quotes. All totals are calculated automatically, including discounts. Quote lines are added directly from within the quotes. You don't even need to save the quote before you can add lines to it.
- Print-outs - you can print or export the quote using a print template of your own design. Add your own details and logos, as well as any additional text. Print out the quote, save it as PDF or email it with a single click. You can even create multiple different print templates and choose the on eyou want for a particular print-out.
Templates are provided "as-is", free of charge, for UltimateForms customers. Feel free to make any desired modifications.
For more info, click here.
For more info, click here.
Flexible Forms
Convenient responsive modern forms, featuring tabs, section and column permissions, dynamic rules, repeating sections, electronic signatures and input validation, while keeping all your data safely inside SharePoint
Intuitive Automation
Replace complex SharePoint and Power Automate workflows with simple, but versatile Actions to create and update data inside SharePoint and in a variety of integrated applications, such as Exchange, MS SQL, Teams and many more
Clear Reporting
Present data as actionable insights with detailed shareable reports, dashboards, KPIs, calendars and charts
100’s of Templates
Easily create, replicate and distribute forms and automation-enhanced SharePoint business solutions, selecting from our vast free library and creating your own custom templates in Infowise UltimateForms