PRODUCTS & SERVICE MASTER
Catalog & Organize Products & Services
Product and service catalog on the go.
Add New Product/Service
EVE A list of all your products and services can be maintained in EVE. Detailed information of the product including MSP, Actual Price, Discounts, GST etc can be saved which automatically triggers while creating quotes and invoices.
PROPOSALS & QUOTATION
Offering Services, Pricing Breakdown
Create, send, track proposals.
Client Task History
Create and send proposals and Quotations in the lead stage. Once the quotations are accepted, convert lead into clients to carry out further processes.
Frequently Asked Questions
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How can I add products in EVE?
To add a product, simply navigate to the Product Section, click on the 'Add Product' button, and enter the product details such as name, description, price, and category.
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Can I customize the product categories?
Yes, users can create custom product categories to organize their product catalog according to their specific needs.
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How does the feature help in sending invoices?
The feature allows users to generate and send invoices to customers directly from the software. Users can select the products or services sold, enter the customer details, and generate an invoice with just a few clicks.
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Can I send quotations to customers using this feature?
Yes, users can create and send quotations to customers through EVE. Users can select the products or services the customer is interested in, enter the pricing details, and send the quotation for approval.