By using QuoteOnSite, we identified and fixed choke points within our quoting process”
GLEN CARDINAL, MD.
The dashboard gives sales directors the information they need to make top level decisions. See team performance, total deal values and pipeline status at a glance.
Maintain clear timelines, payment schedules and automate follow ups. Automated contact points keep project admin flowing and helps maintain client relationships.
Centralise your data by uploading your catalogue and separate lists so that your teams have accurate information when it’s needed – on site and off.
You set out workflow, permissions and approvals. This improves communication, speed and accuracy as documents are prioritised, questions are answered, and quotes issued.
You set out workflow, permissions and approvals. This improves communication, speed and accuracy as documents are prioritised, questions are answered, and quotes issued.
Connect your quoting process to your CRM (HubSpot, Sales Force) and Accounting package (Xero, QuickBooks, Sage) for seamless data management.
