Build the quote without opening a case: free line, price list or package, a total that updates while you work and a PDF ready to hand over.
When a family asks for a quote, the answer usually comes later: back to the office, out with the price list, everything rebuilt by hand. Meanwhile, people who have just suffered a loss are left waiting.
With RESTinCloud's Quick Quotes you build the proposal on the spot, even on mobile, without opening a funeral case: add a free line, an item from the price list or a package you prepared earlier, and the total updates while you work. The funeral home management software saves the draft on its own, lets you check the preview and generates the PDF your funeral agency hands over or sends to the family with the WhatsApp module active.
The quote stands on its own: you answer a request without starting a funeral case, and client details are optional. On mobile too.
Free line, price-list item or ready-made package, even mixed in the same quote. Imported lines stay editable.
A prepared package comes in with a single selection: in the verified example, five lines at once, all still editable.
Change quantity, description or price and the total recalculates while you build, with no separate spreadsheet.
After a change, autosave refreshes the draft every ten seconds: if something interrupts you, the work stays.
Check the preview, generate the PDF and, with the WhatsApp module active, send it to the family. Or clone the proposal for the next request.
| Before | With RESTinCloud |
|---|---|
| Quote rebuilt by hand once back at the office | Built on the spot, even on mobile, with no case to open |
| Items copied one by one from the paper price list | Free line, item or package added from the same screen |
| Total recalculated aside and rewritten on the document | Total that updates as you change quantities and prices |
| PDF printed and handed over in person only | PDF generated from the preview and sent with the WhatsApp module active |
Examples based on a verified demo workflow; data and people in the videos are entirely synthetic.