Sales Team App
Sales agents, managers, BDOs and order bookers work leads, bookings and collections from the phone.
View application purpose →Web & mobile appHome & Decor
Quotation Builder
Send quotations that sell: your cover, company pages, a product sheet for every item, prices and terms — as a PDF or a private link the customer accepts online.
What it is designed to manage
- Cover page with your logo and picture
- Company pages: intro, why us, gallery, reviews, clients, certificates, terms
- One product sheet per catalogue item
- Photos, colour options, easy care, materials, measurements, packaging
- Price table with tax and totals
- Payment plan for property offers
- Print / save as PDF
- Private share link that expires
- Online accept & sign — or decline
- Views and acceptance recorded
Features
Everything included in this module.
- Two clicksAvailable
From a lead or a quotation, preview the presentation and share the link.
- Product sheets by themselvesAvailable
Items from the Showroom Catalogue bring their own sheet with photos and details.
- Accept onlineAvailable
The customer types their name to accept; the quotation becomes accepted in FieldPro and you are notified.
- PrivateAvailable
Only the files used in that quotation can be opened from the link.
Related role applications.
Each person only sees the modules and records their role allows.
A practical view of the process
How the work moves.
01
Set up your company pages once
02
Create the quotation
03
Preview the presentation
04
Share the link
05
Customer accepts online
Information coming in
- Quotations, design quotations, property offers
- Catalogue product sheets
Records & handoffs coming out
- Accepted quotations
- Views and acceptances
Connected departments
