Features 2018-05-29T14:28:02+00:00

Tools to grow your business.

Easy-to-use, time-saving features for small- to medium-sized businesses.

Start quoting for free

Quote

Class-leading online quotation tools that improve the speed, professionalism and impact of your quotes.

  • Add discounts, trade pricing and VAT to individual items or the whole quote.

  • Create an image gallery or add thumbnail images to line items.

  • Include default T&Cs or customise for each quote.

  • Customise your quote colours to match your brand.

  • Select your header layout.

  • Choose what cost elements to show/hide on your quote.

  • Choose to remove accept/reject buttons from your quote.

  • Automate your quote follow-ups.

  • Choose how many reminders to send.

  • Choose the frequency.

Invoice

Make your invoicing process fast, easy and reliable.

  • Keep track of your unsent, sent, to verify and paid invoices at a glance.

  • Invoice in instalments with a clear payment schedule.

  • Export invoices in a few clicks.

  • Set automatic reminders to make sure your invoices are paid.

  • Invoices are created automatically from accepted quotes.

  • You can also create an invoice from scratch.

  • Customers can easily notify you when they have paid the invoice.

Message

Good communication is key to your customer. Be more awesome with our messaging tools.

  • See your customers jobs, quotes, invoices, addresses and contact details in one place.

  • Searchable and filterable making any message very easy to find.

  • Keep track of all your invoices; unsent, sent, marked as paid and paid.

  • Tag your messages for quick searching.

  • Track your messages for Opens and Clicks.

  • Be notified when your document is opened.

  • Create an email signature that can be used on every message.

Price Lists

Create costings in advance and reuse across your quotes.

  • Create a database of costings for services you provide regularly.

  • Build new quotes from your costings database for fast quoting.

Contact Form

All enquiries are converted to Customer, Job and Quote records automatically.

  • Expose selected products to your customers.

  • All relevant records are created automatically – no more double-entry of data.

Capterra Reviews

Clients are loving the clearness of the layout of my documents…

Tamsin Leech-Griffiths, No. 8 Project

We now quote ahead of our competitors…

Joe Lucas, Lucas Lofts Ltd.

QuoteOnSite has turned the chore of quoting into a pleasure…

Hessan Sheridan, Heritage Testing Ltd

See a Sample
See features
  • Veeqo Integration

    Veeqo Integration is for online retailers to be able to view multichannel orders in a single platform, keep inventory levels 100% accurate, ship orders in bulk and view sophisticated sales reports.

  • Cost Management

    be able to invoice your customers showing them in percentage or quantities how much they are paying for.

  • Customers

    Organise all your customers details in one place.

  • Dashboard

    Do you know how much work you win? We can tell you. Just check your Dashboard.

  • Calendar

    Use our calendar to organise your admin.

  • Printing

    If you or your customer still like the good old paper copy, our documents are easily printable

  • Accounts ready

    You can export all your invoices in CSV format with Xero and Quickbooks coming soon!

Create professional quotes for free, forever.

Start quoting for free

No payment details required. Create your first quote in minutes.