PDF Quotes
Create quotes and email them to your customers in a PDF format. You can also include your terms for ordering.
Revenue Overview
Mothernode breaks down your quote to give you an easy perspective of where your strongest revenue source is relative to each transaction.
Products and Services
Create your own list of goods and services and assign them default cost, markups, and descriptions to quickly add them to your quotes.
No other SaaS CRM offers enterprise-quoting capabilities like Mothernode does.
Your sales process all comes down to one thing; the ability to present your goods and services to your prospects with the single intention of winning their business. That’s why you need a complete quoting module that gives you the power and flexibility you need to create custom and professional quotes in minutes.
Unlike other CRMs in its class, Mothernode uses its own dedicated quoting module to track real-time open quote activity, so you can always view your pipeline of proposals in one screen. Advanced reporting and filtering options let you drill down further into your numbers and see your quotes the way you need to.
- Create new quotes for opportunities or customers in minutes
- Add predefined products and services
- Add Markups or discounts
- Include your ordering terms and conditions
- Track revenue sources
- Build bundles
- Duplicate quotes or entire line items
- Include your terms and conditions
- Assign tasks with quotes
- Capture revenue from in-house vs. bought out goods and services
- Define line items as taxable or non-taxable
- Apply global discounts
- Create sales receipts
- Track deposits received
- More…