Reporting & Automation

Never forget anything again.  You’ll get a weekly email reminder showing all of your outstanding quotes and invoices.

  • A weekly summary emailed every Monday morning

  • Automatically chase outstanding quotes and invoices

  • Summaries and reports between any two dates

  • Export invoices to a spreadsheet (CSV)

Your own personal assistant

You’ll get regular reminders about work you’ve quoted for until you’ve marked it won or lost.

For invoicing you will instantly be able to see the total amount outstanding on each job and also as a whole, allowing you to control your cash flow.

Your customers will also get automatic reminders when things are overdue.

Do you find yourself typing the same thing over and over again in quotes?

SimpleQuotes allows you to create templates for commonly used chunks of text, allowing you to put together a comprehensive quote together in a couple of minutes and instantly email it to your client.

Everything included in one simple package

Quotes

  • Bespoke stationery

  • Create and send in minutes

  • Professional PDF quotation

  • Email with company logo

  • Daily backup

Invoices

  • Professional PDF invoice

  • Invoice in seconds

  • Email with company logo

  • Daily backup

  • Export as CSV for accounts

Automation

  • Chase quotes

  • Chase unpaid invoices

  • Reminders to your mailbox

  • Customer mailing lists

  • Instant deposit invoice

need help? get in touch

We’re happy to help

Support Email

help@simplequotes.co.uk

social media

need help? get in touch

We’re happy to help

Support Email

help@simplequotes.co.uk

social media