Win new business with a professional online quotation template
Ideal for both small and large organisations, the online quotation template is the perfect tool for your sales team to remove misquote errors and improve quote to close rates. Quickly and easily create, deliver and track company branded quotes to standardise pricing.
Smart quoting, anytime, anywhere
Standardise your online quotation template to deliver professional looking quotes, as well as manage and monitor all existing quotes, in just a few simple clicks.
Consistent quote templates fit for purpose
Standardise quote details including pricing, discounts, VAT and trade pricing to improve quote consistency and close rates.
Increase sales conversion by gaining complete visibility into the management of quotes raised and delivered, approve discount rates and schedule follow up calls.
Within just a few clicks, configure and customise quoting templates unique to your organisation, products and services and quote processes.
Streamline quote to order processes
Seamlessly integrate your online quoting template with primary business systems to remove repetitive data entry and increase the speed and accuracy of quote delivery.
Streamline your quoting process
Quote anytime, anywhere
Multi-device compatibility ensures that creating, viewing and providing quotes is quick and easy, regardless of device or location.
Automatically synchronise catalogue information such as pricing, description, spec sheets, volume in stock, to reduce cross platform data entry through system integration.
Logical workflow approval
Add business logic and approval rules with single and multi-level authorisations for discount approval requests.
Eliminate quoting bottlenecks and streamline your sales cycle by providing teams with easy, multi-device access to real-time pricing for accurate and timely quotes.