Create and send proposals from mobile or tablet devices. Use pre-set templates for common remodeling projects. Edit and customize proposals with minimal typing. Share proposals directly with clients.
Create and send invoices and estimates with customizable templates. Add client details, itemized lists, and payment terms. Track status and set reminders. Export documents in PDF and share via email or messaging.
Manage sales processes with dealer-defined steps. Track customer interactions and update records in real time. Access product information and sales tools during showroom visits. Send and receive communications directly from the .
Manage contacts with 360-degree views, create and customize invoices, access data offline, and support multiple languages. Schedule meetings, store documents, and track business activities across devices.
