COMPREHENSIVE QUOTATIONS
IMPRESS POTENTIAL CUSTOMERS WITH DETAILED, PROFESSIONAL QUOTES.
With M4’s quote management software, create, send, and track professional quotes all from one place.
Customize M4 quotes with your company branding, and easily include important details such as discounts, required deposits, and contract terms.
Need to see a property in person? You can schedule on-site assessments to start the quoting process.
ON-SITE ASSESSMENTS
If you need to gather more information before you can create a quote for a customer, you can schedule an on-site assessment.
Your client gets a reminder before the assessment date, and the team member responsible for the assessment has all the information they need in the M4 app.
Once you have all the details in hand, you can convert an on-site assessment to a quote or job.
EMAIL QUOTATIONS
Go green, go paperless, make better use of your time, forget about doing tedious tasks such as organising papers or waiting for approvals, your customers can approve quotes instantly by email without the need of postal services or waiting .
In your M4 account you can view the status of all your quotes, and have a solid understanding of what steps your customers have taken towards booking your services.
If your business requires printed copies to move forward with work, you can print quotations just as easily as emailing.
QUOTE
APPROVAL
Your customers can approve and request changes to quotes in your client hub.
In your M4 account you can see the status of all your quotes, and have a solid understanding of what steps your customers have taken towards booking your services.
SIGNATURE COLLECTION
QUOTE HISTORY
Store & access all of your quotes from a single window. Filter by date sent, expiry, created by etc. to easily identify opportunities for follow-up and to track your wins.
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ALL THE FEATURES
ALL THE SUPPORT
QUOTE REMINDERS
Generate follow-up reminders, so that none of your quotes are left collecting dust. If a quote status doesn’t change from sent to won within a set amount of time that you specify, M4 automatically adds a reminder to your list of tasks.
One less to-do on your list, and more work in your calendar.
COSTING SHEETS
Use costing sheets to compile margin earned on a product or job and report on accumulated costs associated with a product or a production job.
Form a base setting of prices on similar services or products in the future.
QUOTE DEPOSITES
Collect deposits from customers in order to move forward with work when you enable M4 Payments (only available to our customers in the Malaysia and Singapore).
Enable our signature collection function and you’ll ensure your customers are doubly committed to their scheduled work.
CUSTOMER RECORDS
Customers can view current and past quotes on the customer portal . Any changes made in M4 customer portal are updated in real time.
QUOTE FOLLOW-UPS
Win more work with less effort, by sending automatic follow up messages to customers about quotes you haven’t heard back on. Email and text message follow-ups will help proposals close themselves.
In M4, you can customize your follow-ups so that they work seamlessly with your sales process. Change the email and text message templates, pick the number of follow up messages sent, and on what days/times you’d like them to be sent.