Instant Quote Professional 6.90
Instant Quote Professional 6.90 Ranking & Summary
Instant Quote Professional 6.90 description
Instant Quote Professional 6.90 designed for businesses that require quotes and invoices.
Instant Quote Pro takes the burden out of quoting and invoicing and allows you to easily create quotes in seconds! With this software, you will be highly organized: No longer will you need to hunt for spreadsheet quotes. Your customers will appreciate how quickly you can offer quotes. IQ Pro supports major tax systems (US, Canada, UK, Australia).
Using Instant Quote Pro, you can track your Suppliers, manage inventory, customers and much more. Instant Quote Pro includes built-in Contact Management options in the Customer screen (Call Log, Trace Dates, etc.). The Parts Module allows you to use customized sku's, add sub-components and manage your business. Draft Promotions by sending out an e-mail notice to multiple customers at one time. Any sales from these promotions will quickly help pay the license fee for Instant Quote Pro, then continue earning you money for years to come! Finally, the built in reporting helps you manage your business and are an intricate and vile component that are included with the suite.
Major Features:
- Create Deposit Request Form for Invoices
- Auto-Add Calculated Labor / Shipping Lines
- Export Invoice Detail to Accounts
- POS / Receipt Printer Invoice!!
- Export Parts to OS Commerce!!
- Import Quotes from Laptop
- Audit Logging of Deletes
- Add customers / suppliers from MS Outlook
- Dymo Labels Support w/ bar codes
- Part labels now w/bar-codes!
- Import Synnex Data from CSV File
- Track customer deposits
- Track shipping numbers w/e-mail
- Quote Form w/ individual Part Pictures
- Track / Archive Customer Files
- Spell-Checker by PC Experts
- Built-in Contact Management
- Enhanced Search in Add-Parts
- Customizable Knowledge Base
- Mass / Bulk E-mailer
- Paste Customer from Clipboard
- "To-Do" list by priority
- Track Call-Log & Hours
- Customer Past-Due Warning
- Inventory Control
- Browse Ingram Micro, Synnex or Tech Data files
- Sample Invoice Template
- Attach .PDF to e-mail
- Quote & InvoiceFax / E-mail Support
- Print receipt on 2.5" paper
- Create a Quote, Invoice or P/O
- Australian GST Support
- Auto-Attach files (PDF's, etc.) to e-mail
- Canadian PST/GST. VAT Support
- Networkable / Multi-user Option
- Secondary Currency Option
- Bill of Sale,Inventory Control / Stock
- Preferred Customer Margin Option
- Bill of SaleStore MSRP and show Compare Price
- Track parts by internal number, supplier number, or UPC Code, Quote & Invoice
- Export an Excel™ Quote, Invoice and Purchase Order w/ Formulas
- Automatic markup options: Global, by Part Type, or by Individual Part
- Track Part Locations w/reports
- US Sales Tax SupportTrack P/O's and Serial #'s
- Track Service Tickets, Jobs
- Track Hours / Mileage by Job
Enhancements:
- New Feature: If you are showing the Alternate Extended Price on the standard Quote or Invoice layout, the Price field will now show the selling / unit price using the alternate currency symbol and conversion rate, instead of showing your regional currency amount. If you don't want to show the regional amounts at all, you can edit the standard or alternate quote / invoice layouts under the preview quote or invoice menu, then click on the regional currency fields, and choose 'hide selected item'. You can still toggle between the alternate currency format layout and regional (main) layout using the O toggle.
- Invoice Screen: If you record multiple payments on one invoice, the invoice form will now show more detail in the payment line. For example, if 2 check numbers are used to pay the entire invoice, both check #'s will show in the payment line.
- In the Quote w/Pictures form, the system will now look at the font name and color changes from your standard quote layout settings.
- Enhancement in the Quote w/Pictures form: If a part does not have a picture, the line will now shrink to take up less space on the quote. Parts with pictures will continue to show at the normal height.
- Quote/Invoice screen: When using the double-click feature in the price field to change the markup/margin of a single line-item, the system will now suggest the last % amount used.
- Bug Fix: When creating an Excel based quote or invoice, the part description field was truncating at 255 characters if you were using part specs, and garbage characters would occur after the 255th character. This has been fixed.
- Bug Fix: When using the e-mail window, fixed the error message that could occur saying that the customer store folder does not exist even when it does.
- Fixed "Customer Call Log Detail" report so that the call log and result log notes will grow properly to contain large amounts of text.
- Purchase Agreement from Quotes screen fix: Fixed quote notes field so that it can grow to hold large amounts of text.
- Purchase order internal receiving form: If line-item internal notes are not used, the part description will now grow to 2 lines. This allows more of the part description to show. If there are internal line item notes for a part, the printout will continue to show as in past versions.
- Bug Fix: When using components, fixed the main component's extended price. After adding sub-components and closing the components window, you had to click away from the main line in order to see the updated extended price.
- When adding a new Supplier with the Parts screen opened, the parts screen Supplier dropdown will be refreshed.
Requirements:
- Computer and processor: 500 megahertz (MHz) processor or higher
- Operating System: Microsoft Windows XP with Service Pack (SP) 2, Windows Server 2003 with SP1, or later operating system
- Display: 1024x768 or higher resolution monitor
- Memory: 256 megabyte (MB) RAM or higher (recommend 512MB)
- Hard disk: 1.5 gigabyte (GB); a portion of this disk space will be freed after installation if the original download package is removed from the hard drive.
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