douseahouse 21 Report post Posted April 19, 2008 i was cleaning out some old files and ran across this one. heck, i might have got it from here anyway. it's pretty simple and you can modify it for your company's needs. final answer, rando Job_Estimate.doc Share this post Link to post Share on other sites
Mathew Johnson 123 Report post Posted April 20, 2008 Here is a sheet that I have my sales manager use for quotes. It prompts his memory to check for important stuff. We also have it as a template in our ACT customer Database... When we take the call, it prints out with all of the customer info / phone numbers and what we need to quote. It works great. Quote Worksheet.DOC Share this post Link to post Share on other sites
alvisishere 66 Report post Posted April 20, 2008 Here is a sheet that I have my sales manager use for quotes. It prompts his memory to check for important stuff. We also have it as a template in our ACT customer Database... When we take the call, it prints out with all of the customer info / phone numbers and what we need to quote.It works great. Thanks for sharing, this is very helpful, Are you compatable with qb pro as well? Share this post Link to post Share on other sites
Mathew Johnson 123 Report post Posted April 21, 2008 Thanks for sharing, this is very helpful, Are you compatable with qb pro as well? Al, Act is cross linked with my Quickbooks and my calender in Outlook, in turn Act also is on my Palm treo 755 verizon phone, When we are out of the office, the phones are forwarded to the palm phone and I can manage my customers and scheduling with outlook calender from the road. The phone syncs with outlook's calender Call me sometime and I will share the specifics with you. Matt Share this post Link to post Share on other sites
DARCO_PM 14 Report post Posted May 14, 2008 Can you guys send those to me? I cant see and download those attchmants here!? Im looking somekind of quote sheet, invoice.......... just to see what I need to get moving. dariuszkot@hotmail.com Share this post Link to post Share on other sites