…a quote management tool
I can use straight out of the box.”
Having only recently started my journey as a Videographer, it was great to find a quote and invoice management tool that I could use straight out of the box.
I love the visuals and interface, it’s fast and simple to use and includes more advanced options for those that need it. It was also critical that I had a tool that I could inject my own brand into; add a logo, customise font and colours. It’s all there.
Sending a quote and seeing that email pop up saying your quote has been viewed by your client, is a very welcomed sight as opposed to wondering if the quote I emailed even got to the client.
It was important to me that not only did my clients have a clear view of their quotes and invoices, but that I too also had that solid perspective. The QuoteOnSite dashboard does just that. It lets me quickly see where I am at with current and perspective work – I actually find my little ‘Win Rate’ pie chart percentage to be quite motivational!
Using QuoteOnSite has definitely had a positive impact. In my first month I won my first £1800 worth of work with a 90% acceptance rate; often being told by my clients how great it was to have a firm sight on all the details.
Because looks are important, we enable you to customise your documents with colours, fonts, text and layouts that suit you.
Use a price once and we’ll remind you the next time you come to use it. Your pricing database grows as you create more quotes.
You never have to wonder if your client has received or read your message – we’ll notify you when it’s read! After that, you can look at the number of times the message has been opened and clicked. No more guess-work!
features for small to
Generate invoices for services delivered. Setup payment schedules and create invoices that your customers will love!
Add our contact form plugin into your website and turn contact form queries into ready-to-send quotations.
Create bespoke templates that can be re-used to save you on the repetition of data
Tools to grow your business
Do you know how much work you win? We can tell you. Just check your Dashboard.
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.
Be able to invoice your customers showing them in percentage or quantities how much they are paying for.
Discounts & VAT
Add discounts, trade pricing and VAT to individual items or the whole quote.
Customise and brand
Customise your quote colours to match your brand. Add your logo.