hi, i need a software package that will allow me to;
create quotation for customer (and save into pdf format to send to them)
keep record of all customer quotes
every time i need to quote i can just call up the customers details and this will populate the quote form.
I suggest you go for the CRM which is not only supports your business but also your customization requirement.Many big providers are their but after dealing with client they can't satisfy the client requirement, I'll recommend you go for the new one lke BingoCRM(free trial version),superoffice etc they will not only customize your requirement according to your need but also gives you best support.
I hope it helps you.
You could use openCRX which is a very powerful system (you can find a demo in the link).
It's free, open source and can run on a low powered machine. If you run it on a Linux operating system, essentially, you can have the whole lot (legally) for free, with next to no maintenance. But make sure whatever you use, you back up your database.
If it does what you want and you use it, then have a thought for the developers and send them a donation (and no, I'm not one of the developers).
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