Product Features

Tracking

All your quotes, big and small, tracked from a single screen.

No obligation. No card details required

Keep track of email engagement and quote status

See how many times a quote email has been opened and clicked. Your quote status is automatically changed.
Keep an eye on quote trends – see acceptance, rejection and outstanding quote rates over time.
Profit margins are tracked for each quote, week, month and year to date.
With advanced analytics, you can see highlighted information areas of concern and success.

Key features

Measure

Each message engagement is measured and recorded for opens and clicks.

Tracked

Profit and loss is tracked by entering cost price and sales price for each line item in your quote.

Statuses

Quote statuses are changed automatically when sent, accepted or rejected.

Seamless integration with your favourite tools

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