-
- Sales
- Sales Orders
- Getting Started with Web Quotes
- Multi-currency for Sales
- Taking a Deposit
- Subscriptions
- Backorder Invoices
- Outbound Shipments
- Creating Invoices
- Create Freight Quotes
- Returns
- Credit Notes
- Bulk send Invoices
- Sending Statements
- Progressive revenue
- Creating Repeating Invoices
- Repeating Invoice Placeholders
- Logging Payments
- Making Credit Card Payments
- Set Up Web Quote Templates
- Online Invoice Templates
- Online Sales Order Templates
- Creating a Quote
- Training
- Reporting
Getting Started with Web Quotes
Tall Emu CRM allows you to generate web-based quotes based on product data from your accounting system, or if you are not using an accounting system with Tall Emu – the products can be entered manually.
You can email or SMS these quotes to your customers, and they can sign and accept them online.
Accepted quotes can be transferred into your accounting system, saving on data entry.
Recommendation: Import data from MYOB or XERO before starting with Web Quotes.
Related articles