Structured and Clear
Showcase the value of your software.
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.
“Excellent customer support!”
The software enables you to create and track quotes with ease. Template setup is quick and simple. The finished quotes look very professional and are aesthetically designed to promote new sales.Once your templates are setup it’s so easy to add customers and create new quotes quickly and efficiently, this saves me time as a small business. Most important is their exemplary customer service which is second to none. Queries are dealt with promptly by their professional and friendly staff which is key for me.
Director, PMD Fire Protection
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