Step 1: Tell QuoteMaster about the customer and contact

  • Quickly find an existing quote or add a new one
  • Track quotes by Status: Open, Closed, Won, Lost, etc. YOU define the status' that are important to you. Also assign Reasons to the Status - Example: "Lost - Price too high", or "Won - best delivery".
  • Customer database can be built to easily retrieve pertinent information - name, contact, phone, etc.

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