- MemberJune 2, 2020 at 10:05 pm
Hugh Potter:We’re using Xero accounting software which is loaded with all products and prices (most anyway), easy to make quotes etc. from there..
For organising I use paper job sheets, however, we’re now transitioning to Trello, so far I’m liking it, simple and as long as I keep it on a spare screen, easy to track what I’m doing.I use Xero and love it. Also, use Trello, it’s great for workflow. https://www.trello.com
I’m looking for the next step up though, there doesn’t seem to be one, its giant leap or nothing from what I see.
If Xero allowed you to build quotes ‘privately’ I’d be delighted.
For example, I don’t want the final quote that the customer sees to show my ‘working out’.
For example, I can add ‘digitally print monomeric vinyl’ as a product and give it £xxx per sqm. In theory, when building a quote I just make the quantity ‘x’ and we have a price. I just don’t want my customer to be given the PSM price in black and white.
Like David says I don’t think there is an off the shelf solution to fit our business
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