Quotation software
I'm looking for a simple cheap system that will help me produce quotations and would appreciate suggestions. My requirements:
Database shared by users in 3 different branches
Quotes only - invoicing and all other applications are handled thru other software and there is no need to retrieve a quote to create an invoice.
Item information to be held in an inventory file but no qty on hand checking is necessary
Long project names (need 50 characters if possible)
Item information has very long product descriptions (ideally held as multiple 50 character fields and printed on multiple lines) but with scope for the content to be modified during quotation entry
Only one possible unit of measure per item but quite a varied list - square metres, linear metres, box, etc.
Pricing - one price per item to be entered by the user
Customer data - basic information only (name and address, fax, email). Modifiable during quote entry.
Retrieve a previous quote and copy or modify to create a new quote
Forward for management approval
Output as print or PDF (ideally including electronic signatures)
Multi-currency (preferably within a single quote)
Optional totals at any stage of the quote to include a user-selectable range of line item entries and with scope for multiple separate totals within a single quote
Multiple terms and conditions lines (ideally selectable by item code)
Customisable print format
Thanks in advance
