solutions for sales
Clear the way
Never break the flow of your sales meeting by not having the right document. QuickTemplate provides access to thousands of documents at your finger tips. Whether you need an NDA, a simple service agreement, change order or invoice. You can find the document you need to keep things moving in seconds.
get it signed
Use QuickTemplate to get that contract signed. Use one of the contracts available through the app or upload your own contract. Either way here is your chance to get it signed electronically without costly monthly subscriptions.
Expense Reporting
Sales activity is rarely free. Usually it involves travel expenses, client gifts and lunches. It's important to track the expenses made so the sales staff can be reimbursed. With QuickTemplate you can easily set up an expense reporting system. Use an expense report template and 3-party workflow to automate this essential task.
software is expensive
Purpose built systems for expense reporting. These systems are expensive and require you to manage a login for everyone. With QuickTemplate you can get the same core features you need for a tiny fraction of the cost.
QUICKTEMPLATE
- QuickTemplate is a mobile app that provides a simple and reliable way to keep key business functions in order.
- Use QuickTemplate to work with your team, serve your customer and access important business documents.
- The activity is recorded in a way that is private, secure and 100% reliable.
- Eliminate confusion with simple business processes that you define
- Never lose your data.
- Use one of the thousands of available templates or create your own with a few taps
- Totally FREE to download and use.
3-Party Workflow
With QuickTemplate you can set up a 3-party workflow for your expense reports. This will allow a sales person to enter the expenses, allow a manager to sign off on the expenses and then automatically forward them to accounts payable. This creates a smooth and transparent process.
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