Sicklerville, NJ May 24, 2012
QuoteMaker Pro 2.1 for iPad makes the process of generating an accurate, professional-looking quote easy and enjoyable. Initial setup of the app consists of filling in all the empty text fields in Preferences, e.g., Company Name, Header Text, Footer Text, Default Tax Rate, Default Shipping Charge, Global Margin Type (Default, Cost Plus, List Minus), etc. Setup is completed by importing or entering items into the editable Product Database, which serves as the library containing all the products or services available.
Feature Highlights:
* Drag and drop sales quote creation on the iPad
* Built-in, user-definable, Product Database holds items and pricing
* Easily drag to arrange items in a quote by Line item or Category
* Set markups using cost-plus or list-minus sell price computations by Quote, Line item, or Category
* New 2.1 update offers optional attached PDF versions of the quote when emailed
* New 2.1 update provides optional Multiple Currency Calculations and text display
* New 2.1 update supports optional Advanced Excel and XML Export
QuoteMaker Pro has the ability to import data from external sources via tab delimited or comma delimited files. Even if the file is not in the proper order, QuoteMaker Pro allows the user to drag and drop the import order of any compatible file, and also lets them choose which fields are imported. Files can be imported via iTunes running on the user's desktop machine, via their Dropbox account, or by opening a file attached to an email from their iPad's email client. They can even choose to let QuoteMaker Pro use the file to update their existing price list based on matching product numbers.
Besides accessing the app's built-in product database, Quotes can be further modified using the app's powerful Grab, Duplicate and Rearrange functions. Grab allows users to copy a group of items (a Category) from a pre-existing quote, while Duplicate performs a straight copy of an entire quote. Rearrange allows users to both delete items or alter the order of appearance of items in the quote. Users can drag and drop both Line items and entire Categories of items. This allows sales professionals to format their quote so that it makes the most sense to the customer. Quotes can be output to a printer or sent via email.
Margins in QMPro are very powerful, and this function can be configured for cost-plus or list-minus margins. Users can easily adjust the margin on a Quote level (global), Category level, or individual Line item level. The app also lets users add items to a quote as an Optional item. This will show the item on the proposal, but clearly display it as an Optional item that is not included as part of the total price. This allows the user to quote a customer on a specific item, but also give them other choices if they would like to upgrade that particular component to something better.
The 2.1 version of QMPro extends its core functionality by adding new, optional data sharing and internationalization features, which are available via an in-app purchase. Users now have the option to share data via email or Dropbox. In addition, quotes can now be sent back and forth in the app's own native format. Or for those who need to communicate with other systems or non-iPad users, QMPro can export data in CSV, Excel, or even XML formats for import into a company's central business, CRM, or ERP system.
QMPro also includes a number of optional new features to help users who sell internationally. An optional exchange rate can now be specified to adjust for working in foreign currencies, and prices can be displayed in a wide variety of different monetary formats. Printed and emailed versions of quotes can also be displayed in Standard English, or optional French, Italian, or German formats. emailed versions can also be sent as either an HTML formatted email, an attached PDF, or both at the same time.
"QuoteMaker Pro is a powerful tool for anyone involved in a wide variety of sales related professions," stated independent developer Steve Weintraut. "QuoteMaker Pro gives the user precise control over the appearance of their sales quotation as well as finely tuned control over the profit margin for each individual item on the proposal."
Device Requirements:
* Compatible with iPad
* Requires iOS 4.3 or later
* 15.4 MB
Pricing and Availability:
QuoteMaker Pro 2.1 is $4.99 (USD) and available worldwide exclusively through the App Store in the Business category. Review copies are available on request. Additional features are available as an in-app purchase.
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Steve Weintraut
Developer
United States
Developer
United States
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