Refund Policy

Refunds for purchased subscription services will not be refunded under any circumstances unless deemed appropriate at ProjectQuoting.com's discretion. If service is canceled during a current billing cycle the customer will have until the end of their current billing cycle to continue using their services.

Delivery Policy

Delivery of services will be in the form of a subscription digital service to the customer. There will be no tangible transfer of goods to the customer. The customer is free to cancel their subscription service at any time during the billing cycle.

Automation

Automated Reminders: You can configure the system to automatically send a reminder email to any customer who hasn't responded to a quote you sent them. These reminders can be setup to be sent at specific intervals from the date the quote has been sent, such as 3 days, 7 days, etc. This helps re-engage the customer with your quote and allows you to focus on your business, not reminding customers.

Automated Batch Quoting: This handy feature allows you to schedule a group of quotes to be sent out to a pre-defined customer list at a specific date. So for instance, if you know every fall you send your customer's a quote for fall cleanup services, you can schedule the creation and sending of those quotes to your customers on Sept 1st. This powerful tool allows you to create and send up to a 100 customized quotes to a group of customers in under 5 minutes.

Customer Details

We allow you to store and keep track of customer information. Below is a list of the types of data we preserve about your customer. By preserving this data, it allows you to rapidly create quotes for your current customers. As quotes for new customers are created within the platform, they are automatically added to your existing customer list for importing later:

• Name
• Email
• Address
• Phone
• Measurement Size
• Number of quotes sent
• Created Date
• Last Updated
• Notes
• Customer Category (You can create and assign customers to multiple categories for quick filtering)
• Event history timeline (every time an event occurs, such as a quote being sent, a customer response, etc. We record it)

Service Pricing

We give you the flexibility to create service pricing that best fits your needs. We offer 3 types of pricing options Flat Rate, Dynamic Tiered Rate and Dynamic Tiered Flat Rate

Flat Rate: Flat rate is fairly straight forward. You offer a service and set a flat price for that service. Whatever you set is what the customer will see.

Dynamic Tiered Rate: This is based off a measurement. You provide a start and stop range for each tier and assign a rate per unit. The service pricing is then automatically calculated based on your customer's measurement and the rate for whatever tier their measurement falls into.

Dynamic Tiered Flat Rate: Similar to dynamic rate, except that instead of a price per unit, you simply assign a total price for a given range. If the customer's measurement falls anywhere within the given range, it will display that price.

Override Pricing: Every service also has the ability for you to override all of your pre-defined pricing during quote creation. This allows you to always present the customer with exactly the right price.