Dashboards / Workflows / Approvals / Automations
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.
Speed up administrative tasks.
Automations create the opportunity to maintain clear timelines and automate follow ups. Clear expectations, timelines and payment schedules can be established. Automated contact points help ensure a warm relationship with clients.
Centralise your data. Quote with confidence.
Price lists ensure that accurate information is available when needed. It’s simple to upload an existing catalogue or separate lists with QuoteOnSite. The price list feature can provide teams with the information they need, when they need it.
Save and reuse your most successful quotes.
Using Templates will improve the speed and accuracy of your teams quote and proposal process. Sales managers can produce and share winning templates with their team to maintain consistently high standards across the team. Templates can be saved and accessed as resources for your entire sales team.
Immediately save customer details to your QuoteOnSite account.
Customers can request a quote live on site using the QuoteNow Plugin. Details are immediately saved and made available to a sales team to qualify, contact and close.
Edit samples from our Gallery or Build your own template
with our Online Quote Builder.
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