CRM – Proposals and Contact Creation
Custom proposal and contract templates allow you to setup standard pricing for products or services, along with adding line-item parts and equipment pricing.
Through the integration with the Parts and Inventory price sheets, you can search and add items already in the system and have those price sheets associated.
Integration with Microsoft Word enables you to download the contract into Word, edit the language, pricing, terms and scope of work and then upload it back into Business Manager 365.
Customer Relationship Management Module
See How It Works
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