With over 20 years’ experience in software design and implementation, we pride ourselves in creating solutions in Zoho using API’s, Custom Functions and Widgets. We have developed 10 exclusive implementation steps, designed to help you decide what your business needs. Contact us for more information or to be kept updated on new Zoho Developments.
Step 2 - Advanced Bill of Quantity Estimating
Is your estimating process managed via complex spreadsheets? Do you list out all the items required to deliver a product or service? Do you sell Products or Services, made up of many items?
If you answered Yes, then your business is like ours and uses a ‘Bill of Quantities’. Good news for you, we’ve built a suite of widgets to handle Advanced BOQ Estimating.
You can quickly and easily build quotes using Templates for singe items, recipes for grouped items or create new items.
If your clients like to negotiate, you can create up to 10 estimate scenarios. Which means you can quickly modify your quote without deleting or duplicating anything.
Have you ever missed anything off an estimate? Don’t worry we have a solution. Each line item can be assigned a Cost Code, Stage, Group and Area specific to your estimate. Which means you can filter and group your line items to quickly check nothing has been forgotten.
Our exclusive PDF generator will create the look and feel you want, including Logo’s, Colours, Headers and Footers. You can also customise the data to display and choose 25 different ways to group your line items.
No more spreadsheets and no more duplication, as once your BOQ Estimate is in Zoho your Purchase Orders, Timesheets and Budget process will flow.