Quote Management

Cut your administration time down to size by automating quotation generation

Sometimes the difference between winning a job and losing it all comes down to timing. SwiftCase eliminates the need for old-fashioned Word, Outlook and Excel operations by doing the work for you, so you can spend more time wow-ing your leads and less time chasing them.

Cut your administration time down to size by automating quotation generation...

Documents in Seconds

Documents in Seconds

Impress your leads and automate unnecessary work by producing attractive, consistent quotations in a matter of seconds.

Documents are generated in the background and can be sent automatically, dramatically increasing productivity by allowing your staff to continue working on other tasks without needing to write an email and attach a file first.

A multitude of data inputs, such as electronic signatures, means you can close the deal without ever having to put pen to paper.

Quick Calculations

Quick Calculations

Put the calculator away and let SwiftCase tell you your profit margins without the need for complicated, error-prone spreadsheets.

By using logic in your workflow and pre-existing data, SwiftCase is configured to calculate your quote based on your business model and practices.

Increase Conversions

When it comes to following up leads, it can be easy to get lost in the fray or overwhelmed by tight deadlines and heavy workloads. Automatic follow-ups ensure there are no more forgotten emails. By removing the risk of human error, the window of opportunity does not get missed.

SwiftCase gives you a clear and concise overview of where every quote is up to, allowing you identify areas of improvement in your team by reporting on ‘who’, ‘what’, ‘where’ and ‘when’ for every action performed on the task.

See how SwiftCase can cut your administration time down, get your free demo now.