Efficiently Organize Quotes for Your Clients
If you’ve ever run into the roadblock of not being able to rearrange line items on your quotes, there is a better way. A Keystone exclusive, Sort2Quote empowers you to highlight, organize and rearrange line items to improve the appearance and readability of your quotes—all in a few simple clicks.
- Item Type—Quickly label and sort your line items with a Hardware, Software, Installation or Maintenance descriptions.
- Location—Conveniently organize line items based on their end location.
- Solution Options—Purposefully categorize line items corresponding to specific configurations.
- And more…
- An easy-to-use and simple-to-deploy solution configurable to your business needs.
- A low-cost, time-saving solution to arrange and present quotes—customized to each client.
- A direct way to sort and organize products/line items.
- Noticeably improved appearance and readability of your quotes.
- A universal tool that adds value to any business—regardless of industry or size.
Here’s how it works: