How it works

The dashboards, workflows and automations that matter
  • For teams
  • For management
  • For clients

By using QuoteOnSite, we identified and fixed choke points within our quoting process”

GLEN CARDINAL, MD.

This is what control looks like

Your Dashboard

View your vital signs

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.

Your automations

Speed up tasks

Maintain clear timelines, payment schedules and automate follow ups. Automated contact points keep project admin flowing and helps maintain client relationships.

This is taking care of business

Your price lists

Quote with confidence

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.

Your templates

Share your success

You set out workflow, permissions and approvals. This improves communication, speed and accuracy as documents are prioritised, questions are answered, and quotes issued.

This is teamworking

Your organisational chart

Prevent bottlenecks

You set out workflow, permissions and approvals. This improves communication, speed and accuracy as documents are prioritised, questions are answered, and quotes issued.

Integrations

Join up your data

Connect your quoting process to your CRM (HubSpot, Sales Force) and Accounting package (Xero, QuickBooks, Sage) for seamless data management.