Central inventory, customer-linked quotations, and PDF generation — all connected to your service case workflow. Generate a quote from a site visit in minutes.
Overview
Everything you need to manage products and generate professional quotes efficiently.
Maintain all products in one place. Reuse them across service records and quotations.
Select a customer, choose items from inventory, and generate a professional quotation instantly.
Save quotes as professional PDF. Send to clients or keep as internal records.
Quotations fit naturally into service cases. Perfect for the quotation stage of site visits.
4-step workflow
From customer selection to PDF delivery — the entire process takes minutes.
Choose from your contact list. The quote links automatically to the customer record and service history.
Pick products from your central inventory. Pricing auto-fills. Add quantities and custom notes.
Check line items, apply discounts, add tax. Subtotals calculated automatically.
Create a branded PDF quotation. Email to client or save in iCRM contact history.
Central inventory
Enter and maintain all products in one place. No more scattered Excel files or disconnected lists.
Once entered, products can be selected into service records AND quotations. Enter once, use everywhere.
Business value
Generate quotes in minutes, not hours. Respond before customers lose interest or contact a competitor.
Central inventory ensures every quote uses the same product descriptions and pricing. No errors.
Monitor which products are quoted most often. See what sells and optimise your service offering.
Start your free trial and generate professional PDF quotes from your product inventory today.