Smart Quote

LIVE QUOTING AND INVOICING - Smart Quote and Invoices are the ultimate sales and customer service tool to maximize conversions, streamline processes and have the best customer experience possible.

Smart Quote allows clients to view their quote, accept it, digitally sign for it, and make payments all from the comfort of their own home.

Smart Invoices and Payment links allow you to send live invoices and embed “Add Payment” buttons where the client can simply click and pay, to any automated and manual client communication out of Smartpad Pro.

Couple this with our accounting and payment system integrations and your entire process from quoting and payments to accounting system is fully automated.

Plus, get real time notifications into when your client opens the quote, how many times they open it, when they accept it and make payments.

Know exactly when quotes are opened and accepted
Clients can sign, accept and make payments from home
Create customised messaging and notifications

FAST & ACCURATE IN-HOME QUOTING

No more hours spent calculating quotes or creating options for customers, do it all in minutes with Smartpad Pro. Our quoting tool is a fast efficient way of producing quotes and multiple options in minutes allowing you to sell on the spot or get the quotes out fast.

Create large accurate quotes in minutes

Quote all products on one quote including drapes and soft furnishings
Simply enter the measurements, select the product then customize the options
Add pictures & images along with create drawings with in Smartpad Pro
Powerful copy & paste and batch update for building large quotes fast
Track if clients receive the quote and open it in our mail tracking

Quote drapes and soft furnishings easily

Calculates yardage, cuts, fabric and workroom orders
Completely customisable variables and calculations

Powerful validated products and simple decision trees

Our 100% validated ranges ensure accurate quoting
Our decision trees automatically ensure only the correct relevant options are shown for easy quoting
Any extra costs based on choices are automatically added
We maintain and build all major and minor brands including your in house products

Automated tax calculations

When quoting your sales tax rates are automatically calculated powered by
Control tax per client, set products as non taxable or set a flat tax rate

Flexible quote generation

Easily select the products and options to be included in the quote
Create price comparisons or duplicate quote fast
Control the look and feel of your quotes in our form builder
Add your logo, terms and conditions
Send quotes via email, text message, or smart quote with any other attachments you need