Proposals with live margin
Pick the pool and a product for each category from your catalogue. Totals, gross profit and margin update as you go, so you know the margin before you send.
Read the docs: Proposals with live marginNeptune Quotes
Sell the job, with your margin in plain sight.
Pick the pool and the products, and Neptune prices the whole project. Email the proposal with your brochures attached, and your customer accepts and signs on their phone.
What's in Quotes
Everything from the first price to the signed contract.
Sent from Neptune, brochures attached
Email proposals, contracts and variations straight from Neptune with your brochures attached. They go out under your name, and replies land in your own inbox.
Read the docs: Sent from Neptune, brochures attachedCustomer portal and digital signatures
Your customer reviews and accepts the proposal in their portal, then signs the contract there, on their phone or computer.
Read the docs: Customer portal and digital signaturesContracts and variations
An accepted proposal becomes a contract filled in from the proposal. Variations go through the same way, with the margin recalculated.
Read the docs: Contracts and variationsProduct catalogue and templates
Set up pool models, products and supplier price lists once, then start every proposal from a template.
Read the docs: Product catalogue and templatesUnlimited files library
Keep your brochures and documents in one place, ready to attach to the next proposal.
Read the docs: Unlimited files libraryNeptune has made the whole customer interaction process so much more professional. It's easy to use, and the difference in how we present to customers and manage their journey is night and day.
On its own or with CRM
Use Quotes on its own, or add CRM when you're ready.
Quotes comes with customer records: the customer list, a contact for each customer, comments and the timeline. Add CRM when you want leads and pipeline, SMS (including the SMS backup in the video), follow-up sequences, reminders and email templates.
See your next pool in Neptune.
Book a free demo and we'll walk through your leads, quotes and builds with you, and help you work out which pillars you need. Or start a 14-day free trial and set it up yourself.