By using QuoteOnSite, we identified and fixed choke points within our quoting process”
GLEN CARDINAL, MD.
The leadership and sales team can maintain consistency in quoting that is critical when dealing with our customers”
Phil Lempriere, FD.
The ability of my team to create professional quotes from anywhere is a big value add.”
Resham Ganglani, CEO.
The following features are included on all plans
E-signatures | Forms | Tables | P&L | Reporting | Multi-currency | Discounts | Contracts | Invoicing | Bespoke Templates | Approval Mode | Online Payment Processing | Integrations
Plus
Email Support, Video call support, In-app chat support and Weekly Training Sessions
We believe that adopting a new software solution shouldn’t distract from the regular running of your business, so our setup service offers:
Template Creation
We’ll ask you for your example quote and proposal documents. Don’t worry if you don’t have anything formal – we’ll create a design you’ll be proud of.
Price List Entry
Give us your prices list and we’ll create a database of prices you and your team can quickly access.
Customer Import
If you have a list of contacts you want to send promotional offers, quotes and proposals to, send it to us (in an excel file, preferably!) and we’ll get it formatted and imported for you.
Company Details
We’ll ensure that your company information is present and correct and that your brand is represented with your logo and brand colours.
