Bring onereal quote.
A quote typed in Excel or Word hides the margin until someone calculates it. Bring one you sent recently, and we build it in Rekozo with you, with your lines, your margin rule and your tax. You see the figures your team would see on the first day, and you can then try Rekozo free for 30 days.
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Thank you. We will set up your trial company and email you within one working day.
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- 1We reply to and agree a time.
- 2You bring one quote, as a PDF or a sheet.
- 3We build the quote in Rekozo with your margin rule and your tax.
- 1We set up your company in Rekozo, with every feature turned on.
- 2We email with your sign in details.
- 3You try Rekozo for 30 days with up to 5 users. A demo is there whenever you want one.
What the demo covers
Your quote, priced line by line
We enter your lines, or upload your sheet from Excel, and show cost, gross profit and margin on each one. You see which lines earn money and which ones need a better price.
Your approval rule
We set your margin limit, and a quote below it waits for a manager to approve or send back. Rekozo also shows how many recent quotes the rule would have sent for approval.
From Won to money received
A won deal becomes an order with a handler and a PO check. You record the invoice number from your accounting software, track each expected payment and see what the customer still owes.
Your questions and the price
Ask about users, offices and the price for your team. We show how your customers, products and old quotes move in from your sheets, with a result for every row.
What to bring
- One quote you sent recently, as a PDF or a sheet
- Your margin rule, if you have one
- The tax you charge: VAT, or CGST and SGST
Sample figures are fine. Remove customer names if you prefer.
After the demo
If Rekozo fits, ask for the free trial. The Rekozo team sets up your company with every feature turned on, for up to 5 users, and you try it for 30 days with your own quotes.