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Quotations, Sales, and shipping

A quotation is a document you use to offer your customer specific products or services. The quotation defines the pricing and lead time (if applicable) for the products quoted. While some retail businesses rarely need to issue quotations, most businesses need to send customers a quote in order to secure an order. Instead of using a spreadsheet like MS Excel or word processor like MS Word to generate quotes, you can benefit from the integrated contact and inventory data within your OfficeBooks account and avoid duplicating data entry efforts. OfficeBooks generates a PDF quotation which you can email to your customer.

OfficeBooks makes quotes visible to everyone in your company, so everyone can share in the excitement (and maybe think about what they will need to do if the customer places an order). OfficeBooks keeps your staff engaged and motivated by keeping them informed.

When an order is received you simply need to verify the details against your quotation, and convert the quote into a sale (a 1-click process).

Once a sale is released, the OfficeBooks alerts system kicks in to ensure everyone on your team knows what they need to do to fulfill the order.

Ready to ship your order? OfficeBooks handles all the inventory adjustments for you, provides a packing list to attach to your shipment, and prompts you to issue an invoice.
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