From enquiry to invoice with QuoteOnSite & Sage Accounting.

1. Capture

Automatically convert enquiries into customer records and quote documents

Convert quote requests from your website into customer details and quote documents, automatically.
Configure product and service descriptions and allow your prospects to choose from your range as they request a quote.

2. Create

Create Quotes and Proposals

Using templates, responding to RFP’s and RFQ’s is a breeze.

Create document templates for different products and services to improve consistency in pricing, information and branding.

3. Respond

Send and track quotes and proposals from a single dashboard

Using templates, responding to RFP’s and RFQ’s has never been easier.

Create document templates for different products and services to improve consistency in pricing, information and branding.

4. Remind

Automatically follow up non-responsive contacts

QuoteOnSite sends an automated reminder email to contacts who have not accepted, rejected or queried your document, saving you and your sales team time chasing prospects for a response.

5. Get Paid

Auto-generated invoices

When a quote or proposal is accepted, an invoice is automatically created in the connected Sage account.

Create quotes and proposals using contacts and products retrieved from Sage to avoid duplicating information.