TakeOff Estimates and Reports 4.0 Review

TakeOff Estimates and Reports 4.0 is customer relationship management (CRM) software designed to help freelancers and businesses manage reports, estimates, budgets, accounting, proposals, goals and more on a unified platform. Administrators can create estimates using existing forms, analyze results along the business pipeline and forecast, monitor opportunities and streamline decision-making processes. The program allows organizations to gain visibility into lost, open or confirmed proposals, their distribution by department, ad rankings, team activities, progress and other metrics on a dashboard. Administrators can generate invoices, track emails sent and received to track customer interactions and store documents, images or reports in a cloud-based platform. Sales reps can also add reasons for errors related to proposal closings using prepared lists.

TAKEOFF  ESTIMATES AND REPORTS 4.0 – TUTORIAL

This video shows how to set up job tracking with this CPQ program to make estimates:

TAKEOFF  ESTIMATES AND REPORTS 4.0 – FEATURES

• Make graphically evolved, fast, accurate, standard estimates that are uploaded in real time to the management system
• Managers see existing offers in real time and then calculate the estimate
• The administration knows in advance the potential collection and also evaluates the position of the warehouse
• Check the progress of activities with a company dashboard
• Keep track of appointments
• Organize deadlines, workflow, issue of billing notices to customers and electronic invoice
• Manage the validity of proposals and payment terms
• Have your salespeople enter the reason for the success or failure of a proposal by choosing them from 2 lists that you can prepare
• Manage contracts and scheduled interventions and tracking.