Upload your PDF Quotes

You can either drag and drop a PDF file from your computer onto a specific stage in your sales pipeline, or click the “New Deal” button and select “Upload PDF File (Quotation)” from the menu.

Mister James automatically parses the content of the PDF, creates a new contact if necessary, and generates a short description of the document for the deal.

In addition, the PDF file is automatically stored in the appropriate section of the Orders area in Mister James — for example Quotations, Invoices, or Letters.

Give it a try today! 🚀