Work
Web application - Leads + QuickBooks

Cèdres en Gros

Cèdres en Gros (Québec)Automation
Cèdres en Gros

The challenge

Turning website visitors into quotes, then manually re-entering each one into QuickBooks to produce estimates and invoices, meant hours of duplicate entry and a risk of errors.

The solution

A 5-step quote form with photo upload and instant pricing, a backoffice (CRM) to triage and edit submissions, and a QuickBooks integration that creates customers and estimates in one click then automatically converts accepted estimates into invoices — eliminating accounting re-entry.

The project

Cèdres en Gros sells and installs cedar hedges in Quebec. We built a 5-step quote form (product, dimensions, photos, real-time pricing with Quebec taxes) wired to a submissions backoffice that syncs with QuickBooks: one-click creation of customers and estimates, and automatic conversion of accepted estimates into invoices via two-way webhooks.

Excellent service ! Le site est rapide, fluide et très bien structuré. Le back office me fait économiser énormément de temps, surtout pour le suivi et le rangement des soumissions. Robert a vraiment compris mon entreprise, et le souci du détail a fait une grande différence. Je vous recommande!
SSylvain Marquis, Cèdres en Gros

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