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  1. #1
    Senior Member bigdave's Avatar
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    Keeping track of quotes?..

    I'm starting to struggle when it comes to keeping track of quotes and then the finer details such as which printer has quoted what & how much I'm charging.

    I currently write everything down in a note book & send quotes within an email but as you can imagine, as prospective job specs change so do the prices so things get in a mess!

    How do you keep track & organise everything?
    www.bleedink.co.uk York based web, design and print

  2. #2
    Senior Member pcbranding's Avatar
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    I use AccountEdge (from what was Mind Your Own Business - MYOB)
    It has quotes, orders, invoices and a purchase section where you can input what your supplier is charging you.

    Thoroughly recommend it.

    It creates reports for all kinds of bookkeeping and VAT tasks.

    Paul
    PAUL CARTWRIGHT | BRANDING Tel: 0560 296 0506 / 01843 591510
    Packaging graphics | Logo & identity design | Marketing & promotional materials | Retail design | Facebook | Twitter

  3. #3
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    ACT! is also apparently very good - very adaptable for all sorts of businesses.

  4. #4
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    Google docs spreadsheet works for me, to be honest....

  5. #5
    Senior Member dedwardp's Avatar
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    Quote Originally Posted by printbar View Post
    Google docs spreadsheet works for me, to be honest....
    Same really, I just have an Excel sheet with everything on.

  6. #6
    Senior Member bigdave's Avatar
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    I've set up an excel spreadsheet to keep me going but I've also downloaded the demo of Billings to see how I get on with it.
    www.bleedink.co.uk York based web, design and print

  7. #7
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    yeah this is something i have be considering alot recently, not only to keep track on qoutes but to keep on top of reaccuring bills etc

    i was looking at installing whmcs on my personal server simple to take care of it, but think its a bit overkill for the job in hand.. both those suggested apps are MAC. im still rockin a PC so i would welcome other recomendations

  8. #8
    Member garlex's Avatar
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    Outlook

    Outlook works fine for e-mail filing. I just split things up between suppliers and customers and then set them out alphabetically. Find it pretty easy to retrieve data and I have a lot to file.

  9. #9
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    i am now trying out, Kbilling, seems pretty cool.. takes care of everything as far as i can see, just not to keep on the way it emails

  10. #10
    Senior Member DougBarned's Avatar
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    Quote Originally Posted by bigdave View Post
    ... I've also downloaded the demo of Billings to see how I get on with it.
    How are you finding/how did you find Billings?

    I've used it for ages and found it to be quite pleasing, but I don't use it to it's full potential as I've not had the time/inclination to get stuck into its finer points...
    design-is.co.uk - freelance projects
    dougbarned.co.uk - personal site & blog - twitter
    feralinteractive.com - designer day job - twitter - facebook

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