Structured and Clear
Showcase the value of your product.
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 samples from our Gallery or Build your own template
with our Online Quote Builder.
“Does exactly what it says on the tin!”
Our business needed an affordable flexible quote system and we’ve found it. Now all our quote information is held in one place for all staff to access. We can easily see the status of a quote and no longer have to trawl through each others emails looking for information for customers. QuoteOnSite provides a professional looking quote document to our customers.
Office Manager, Brick Matters Ltd.
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