Produce Quotes & Orders
Send quotes and orders to your clients. Improve sales process.
Send professional online quotes and orders, check online if a quote or order is open or closed, track any won or lost sales on the system.
Sending Quotes & Orders
Improve sales process. Produce and send professional quotes to existing customers or prospects.
Track Quotes & Orders
Check quotes and orders status online, monitoring open and closed sales, track any won or lost sales on the system.
Customised Quotes and Orders
Design your own templates to send to your clients, option to add your logo.
Convert Quotes to Invoices
One click to convert your quotes to an order or invoice.
Surf Accounts App
Track quotes and orders on the move with Surf Accounts App. Available for iOS and Android. Download Now!
Convert Prospects to Customers
One click to convert prospects to customers.
You're in good company
Key Features
Online Invoicing
Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices. Read more
Bank Reconciliation
Import your bank statements directly to save time on postings & easy reconciliation. Read more
SEPA Payments
Pay suppliers by generating a SEPA file which may be submitted to your bank. Read more
Produce Quotes & Orders
Track any won or lost sales on the system. Quotes and orders are automatically transferred to invoicing. Read more
Handle Inventory
Maintain a full product catalogue. Add additional items and view stock levels. Read more
Business Divisions
Take sections of your business and measure their costs and profitability by division.
Time Tracking
Record details and keep track of prospects for future reference.
Sales Pipeline
Track opportunities from calls through to quotations and manage the process into a pipeline funnel. Read more
Financial Reports
Get the numbers that are important to you, by customising a report with easy to read graphs and data. Read more
Security
Secure and reliable accounting software. Microsoft Azure securely hosted in Microsoft's European data centre in Grange Castle, Ireland.
Start your FREE 30 day trial now!
No credit card required
Need help or have questions? Lines are open Monday-Friday 09:00-17:30.
Call +353 1 494 0580
Or email us at: info@surfaccounts.com
x
