Quoting with iManage is simple and efficient – select your customer, create a new draft quote and start adding items. Set up some default products and services in the products module, then use the drop down field on the quote items to quickly select a product or service.
It is as simple as that, and will save you – or your back office staff – many hours every week.
Your quotes are accessible 24/7 on any device with a web browser, and stored on our secure servers, with no chance of the data getting lost. Only you and your chosen users ever have access, and once your quotation is accepted, you can convert it to an invoice in a single click.
iManage is proven to save your business at least 2 hours a week on creating, managing and distributing your job sheets, quotes and invoices. What are you waiting for? Sign up for a free trial and get started!