I've posted a number of items to the ASP Project Knowledgebase.
Client Quote Template
This four sheet quote template allows us to create a quote for a server, desktop, storage, laptop, or other system based on expected pricing, current pricing, and then actual pricing to give us full control over our margins and expected sell prices.
The first sheet is where we work. The others are used to present the prospect or client a fully detailed list with price or just a fully detailed list for pasting into a proposal. The Build Sheet is part numbers, distribution source, pricing, and Order/Receive status.
All calculations are handled by this spreadsheet including leasing using the numbers our brokers supply us.
Client Audit Notes Template
In the Documentation link you will find our audit notes template:
In it you will find what we have built up for the last decade or more to manage our client's very diverse network infrastructures.
Client E-mail Templates
Finally there are three information templates that we use to e-mail our clients once in a while depending on the circumstances.
If you have not already done so please sign up. There is a lot more to come in the way of content produced by Amy, Susan, and myself for the SMB Kitchen ASP Project.
Philip Elder
Microsoft Cluster MVP
MPECS Inc.
Co-Author: SBS 2008 Blueprint Book
Chef de partie in the SMBKitchen ASP Project
Find out more at
Third Tier: Enterprise Solutions for Small Business
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