All You Need to Know About The Quotes Feature

Managing your business finances on dillali just got easier and better with the introduction of our latest feature; Quotes.

This is exciting news as business owners no longer need to send full invoices for price quotation requests from their clients. Quotes can be easily created on the dillali app and shared with respective potential and existing clients.

At dillali, we have our users as top priority and we are in the business of creating a responsive and holistic finance management software that shows that. That is why with quotes, a validity period can be set to help protect the business owner from external economic factors (Inflation, scarcity, etc.) that might affect their business. This also puts in perspective for their clients to know that after a certain period of time, changes may or may not be made to the initial pricing in the earlier shared quote.

Another interesting fact about the quotes feature is that it can be easily turned into an invoice once an agreement has been made between the business owner and their client. This is when it begins to show on the dashboard as an expected income and business owners can now track and send reminders for payment when due.

Here are some quick steps below on how to create price quotes for potential customers and clients:

Step 1:

Login to your dillali account on the app or website and click on the add button under income to create a quote

Step 2:

Fill in the necessary details about your products and the respective prices and discounts where applicable. Set a validity date and your quote has been created.

Step 3:

Share your created quotes with your prospective clients to their email or WhatsApp contacts and follow up until an agreement is made. It’s simple and easy

Using a financial management tool like dillali shows prospective clients that you run a modern and professional business that’s focused on the customer experience and this should never be compromised.

‍