1 Reply Latest reply on Apr 5, 2010 12:45 PM by fitch

    sales quotes

    tombalmer

      Title

      sales quotes

      Post

      Hi FileMaker peoples,

       

      Does File Maker Pro allow you to set up a system where to can choice a particular product system to sell, and it will automatically pull the items into a quotation.

       

      Background:

       

      I work in solar energy sales(domestic) and installers (customers) are always asking for quotes on different sized system(kWp), different fitting style(in-roof & on-roof), and different layout out options (landscape, portrait, 2 rows of 6, 1 row of 12 etc etc). It is very time consuming. :-(.

       

       

      I'm hoping with FileMaker Pro I can be more efficient than currently in excel, where i have to type each item, with article numbers, prices, description every time I need to offer a new quotation.  

       

      There are over three thousand items in our catalogue.  Can File Maker Pro help me with this? 

       

      Thank you for reading my question.

       

      Take care. :-)

       

      Tom 

       

       

       

       

       

       

       

       

       

        • 1. Re: sales quotes
          fitch

          Yes, FileMaker is very well-suited for creating orders from a products list.

           

          Download the demo of FileMaker 11 and try out the Invoice template. It may not match your exact needs, but it can be easily modified.