Team Quote And Proposal Management Software

Rich with features including dashboards, workflows, approvals and automations

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Pricing and Inventory
Dashboard

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.

Pricing and Inventory
Organisational Chart

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.

Pricing and Inventory
Automations

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.

Pricing and Inventory
Price Lists

Centralise your data and 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.

Pricing and Inventory
Templates

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.

Pricing and Inventory
QuoteNow Plugin

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.

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More great features from quoteonsite

Tools to grow your business

Dashboard

White Labelling

Remove all QuoteOnSite branding from your documents

Dashboard

Customers

All your customers in one place. Organised, searchable and tag-able

Dashboard

Messaging

Good communication is key to your customer. Be more awesome with our messaging tools.

Cost Management

Customise and brand

Add your logo and customise your quote colours to match your brand

Discounts & VAT

Discounts & VAT

Add discounts, trade pricing and VAT to individual items or the whole quote

Dashboard

Payment Schedules

Improve transparency to your client by letting them know exactly how and when you intend to charge

5 Star reviews
Real Reviews, Real Insight

Capterra Reviews

Want to know what our real users think? Here’s a snapshot

Quote

QuoteOnSite enables us to prepare professional quotes, very quickly and easily…”

Company Director, AllChurch & Co.
Quote

Real time visibility over quoting is really useful…”

Bid Manager, The Mss Group
Quote

QuoteOnSite displays our company in the best possible manner…”

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