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Accurate and Fast 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 customise 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

Smart Quote - Live Quoting and Invoicing

Smart Quote and Invoices are the ultimate sales and customer service tool to maximise conversions, streamline processes and have the best customer experience possible.

Smart Quotes allow 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

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Quote Tracking and CRM

Managing large volumes of quotes to maximise conversions is critical to ensure none slip through the net. Smartpad Pro makes this easy with quote actions and smart searches.

All-in-one CRM and quote status management system
View and manage the status and action of each quote in a visual dashboard
Create customised actions and statuses to match your business processes
Get detailed reports on where all quotes are up to and any overdue actions
Create simple streamlined quote follow up processes that tells your staff what to follow up and when
Create detailed "Smart Searches" to easily drill down into detailed quote data
Powerful quote tracking and follow-ups
Create multiple quote follow up templates with customised variables
Create unlimited HTML or Text based messages
Easily send messages and track communication in each clients file
Easily manage staff performance
The company and user dashboard make it simple to see the companies and staff performance.
Create team and staff sales budgets and much more (see reports for more info)
Automated Quote follow-up, communication and marketing system
COMING SOON: Upgrade to our automated follow up, client communication and marketing system

Workflow Manager Order Management

Smartpad Pro's workflow manager ensures a smooth but tightly controlled order management process. Not only are you able to see whats going on anywhere at any time, but your customer service team have complete visibility and clarity of every step of the order process through our Smart Search tool.

Simple visual traffic light dashboard
Easily see the progress of each order from a colour coded status including anything thats incomplete and anything that needs actioning
An inbuilt 8 step order management process keeps your team aligned and 100% accountable
Create further customised workflows for more specialised management with our Smart Searches
Give yourself another layer of search functionality with customised order and assignment tags
Build custom reports based on specific order statuses showing detailed information to help keep you up to date
Build custom order statuses and easily generate work on hand reports to identify bottle necks
Instantly view costs and GP to know exactly where you stand
Keep clients up to date with our tempalte messages and send message functionality
Seamlessly manage all parts of the workflow
Book and manage your final measures with reports sent from our on-site measure and install tool
Automatically generate all product, workroom and fabric orders in both PDF and Excel
Send orders seamlessly via email to your suppliers
Track orders to make sure none go past due, update delivery dates and add shipping information
Receive products and generate easy reports on jobs ready to be booked for install
Split installations and book easily while generating picking sheets, install sheets and client invoices
Create repair or replacement orders and track faults and reasons for long term reporting
Complete and archive jobs to keep a clean system
Detailed logs and tracking
Every button clicked or function performed is tracked know exactly who and when each function was performed
See a detailed log of all client communication, internal communication and everything to do with that order in one place
Manufacture your own products
See our manufacturing processes, automated labels, and order management system

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Measure and Installation Tools

Make work straight forward and efficient for your measure and install team. Give them everything they need for easy, mistake-free appointments, while all their data feeds straight back into your workflow manager and reporting.

Access to everything in one place
View all jobs booked at a glance and easily search for future jobs
View all goods needed to take for installations and tick them off
Access all notes and communication for the appointment booking, quote, order and admin team
All product information ready to go
Simply click "Start" and follow the prompts to complete the information, add notes, statuses, pictures and drawings
Customise the measure and installation statuses to your process flows
Once done press "Submit Report" which instantly notifies select staff and updates the workflow manager with a detailed report
If you prefer working with paper you can simply download the measure and installation sheets and export your diary.
View the status of all installed products and logs directly from the workflow manager
Integrated directions, messaging and payments
Take payments onsite and send clients receipts
Get directions via google maps directly to clients home
Running late? Send fast messages via email and text message to update your client

Contact Management

Smart Quote and Invoices are the ultimate sales and customer service tool to maximise conversions, streamline processes and have the best customer experience possible.

Smart Quotes allow 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

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Document Library

Managing large volumes of quotes to maximise conversions is critical to ensure none slip through the net. Smartpad Pro makes this easy with quote actions and smart searches.

All-in-one CRM and quote status management system
View and manage the status and action of each quote in a visual dashboard
Create customised actions and statuses to match your business processes
Get detailed reports on where all quotes are up to and any overdue actions
Create simple streamlined quote follow up processes that tells your staff what to follow up and when
Create detailed "Smart Searches" to easily drill down into detailed quote data
Powerful quote tracking and follow-ups
Create multiple quote follow up templates with customised variables
Create unlimited HTML or Text based messages
Easily send messages and track communication in each clients file
Easily manage staff performance
The company and user dashboard make it simple to see the companies and staff performance.
Create team and staff sales budgets and much more (see reports for more info)
Automated Quote follow-up, communication and marketing system
COMING SOON: Upgrade to our automated follow up, client communication and marketing system

Ready to Simplify Your Business?