Stop hunting for the quote you sent last week
A customer calls to ask about an older quote, and you are digging through spreadsheets, email threads and folders while they wait. Instant Quote Professional from PC Experts keeps your quotes, invoices, customers and products in one Microsoft Access-based database. The vendor says finding a quote or invoice by customer takes about ten seconds.
Quick facts
- Vendor: PC Experts
- Current version: 8.40
- Type: Offline quoting, invoicing, service and inventory program
- Access required: No. A free Access runtime is included.
- Trial: Sold on a try-before-you-buy basis. You download the trial free and buy if you like it.
Key features
Turn a quote into an invoice with one click
You build a quote from your own products, customers and suppliers database. When the customer agrees, you convert it to an invoice. You can also skip quotes and invoice directly.
Track inventory and serial numbers
The program includes inventory control and serial number tracking. It also covers parts, job, mileage and hour tracking, so you can use as much or as little of it as you need.
Handle your local tax system
It supports major tax systems: US, VAT, GST and PST.
Manage contacts and email customers
It includes contact management, a call log and a POS invoice screen. You can also email customers special offers. A searchable knowledge base is built in too.
Get close to 100 reports
The package ships with close to 100 reports that tie the information together. Recent versions also added graphs.
Add recurring billing if you need it
Instant Billing is a separate add-in. It needs its own purchased key to unlock full use. It creates recurring invoices, batch-emails or prints bills that are due, and supports finance charges and late fees.
Who it's for
It suits small and medium-sized businesses where customers usually want a quote before they buy. Computer resellers and service businesses are good examples. It also works if you only need invoices.
Pros and cons
- Pro: It runs offline and doesn't need a full copy of Access.
- Pro: You can try it free before paying.
- Pro: It covers quotes, invoices, inventory and serial numbers in one program.
- Con: It is a desktop database, not a cloud service.
- Con: Recurring billing costs extra, because it is a separate add-in.
FAQs
Do I need Microsoft Access?
No. The software includes a free Access runtime.
Can I try it first?
Yes. You download the trial free and purchase it later if you like it.
Can it handle recurring bills?
Yes, through the Instant Billing add-in. It requires a separate key.
Does it support VAT or GST?
Yes. It supports US, VAT, GST and PST tax systems.