The need
Connect clients, catalogue items, amounts and quotation status, keeping document preparation separate from issuing.
Quotation management
PreventivoApp
An application for preparing and managing quotations, with client records, a product and service catalogue and an online acceptance flow. The screenshots show the application with demonstration data.
From quote to acceptance
Open original imageThe solution
We built client, product and service management, quotation preparation with VAT, sequential numbering on issue, PDF preview and a shareable link for online acceptance.