Showcase beautiful, clear and concise proposals.
Dashboards – Organisational Chart – Approvals.
There to view your vital signs.
The dashboard is designed to give sales directors the information needed to make top level decisions. The screen displays team performance, total deal values and pipeline status. The dashboard displays essential information for management decisions.
Prevent bottlenecks and improve accuracy.
Within the Org. Chart sales managers can define workflow, permissions and approvals. A clearly defined workflow improves communication and allows documents to be prioritised and escalated easily. Better communication improves the speed and accuracy of document creation and sending.
Assign gatekeepers and manage priorities.
Approvals allows Sales Managers to prioritise high value sales and ensure documents receive the attention they demand. Using the workflow and approval process can prevent bottlenecks and improve accuracy.
Edit a sample from our Gallery or Build your own template
with our Online Quote Builder.
“Quoting tedium solved!”
As an interior designer I want to spend my time being creative and getting on with the job! I have found QuoteOnSite has reduced my many tedious hours of paperwork and simplified my approach to quotes, invoices and paper trails. The layout and setup is easy to navigate and leaves no room for error. Whenever I have needed a little support it has been super efficient and very clear. I wouldn’t hesitate to recommend this software and feel it could help a variety of businesses to better manage their paperwork.
Owner, No.8 Project
Tools to grow your business
Remove all QuoteOnSite branding from your documents
All your customers in one place. Organised, searchable and tag-able
Good communication is key to your customer. Be more awesome with our messaging tools.
Customise and brand
Add your logo and customise your quote colours to match your brand
Discounts & VAT
Add discounts, trade pricing and VAT to individual items or the whole quote
Improve transparency to your client by letting them know exactly how and when you intend to charge