What other options are there for sending a quote to a company?
We have reviewed the Docusign, Pandadoc, HelloSign and recently DealHub (not great for small companies as they have a 10 seat min).
The pdf files we currently send are locked, have terrible margins, no ability to make a page break for terms and conditions, bloat the system with large data files, etc. There has to be a better way! Even some of the smaller "mom and pop" estimating programs provide a more sophisticated system for sending a quote!. We need a 2023 option and seem to be suck in 1995!
Ideally, it would provide the receiver the ability to choose options, approve the quote, add a PO#, etc.
Anyone have any thoughts or doing anything exciting???