My consultation is pretty straight forward. It would be great to have a tool that helps us create costs and budgets with all the information that we have already included in our database. In other words, several tools in one. One that can help us to prepare costs (using templates), another that would generate invoices based on the costings (once the clients agrees and confirms the budget) and a last one like a “Client Records type”, with the final budget, the payments made by the customer, invoices pending, etc.
Our company does customized trips and a lot of time is consumed working on costings and invoices. The idea would be to optimize to the maximum the time. Being faster, more agile and save a lot of working hours.
Thanks and regards