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QuoteOnSite

Name: QuoteOnSite
Rating: 4.5 (2 reviews)

By QuoteOnSite

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Highlights : About QuoteOnSite

Quoting

Messaging

Contact Form Conversion

Invoicing

Price Lists

About QuoteOnSite

QuoteOnSite is an all-in-one solution with integrated, quoting, invoicing, and messaging tools. Because of that, you can perform the critical functions related to winning new clients in a single interface. With QuoteOnSite, you can also integrate with the Veeqo Warehouse Management System. This interfacing capability enables you to create custom quotes for retail and wholesale purposes. Moreover, QuoteOnSite aids you in creating professional-grade quotations. You can rest assured that these documents are accurate and completed in a matter of minutes so you can work faster with your customers. The solution even has an automated reminder so you can engage with your clients and remind them to send you a respond regarding your offer.

Specifications

Business Size

Startup

Customization

Yes

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Forms creation

Pricing management

Proposal management

Customer management

Messaging tools

Templates

Dashboard

Message viewer

Integrated smart contact form

Customizable branding

Email integration

Payment schedules / installments

Automatic notifications

Costings database

Recurring invoices

Marketing campaign links

Message open / click tracking

Document management

Benefits

Integrated Functions

QuoteOnSite provides you with the tools necessary in winning new clients and gaining an edge over the competition. The solution brings together quoting, invoicing, and messaging functions under one umbrella for you to streamline your business processes and be more productive in performing your tasks.

Connected Applications

Currently, QuoteOnSite has a pre-configured integration with a leading warehouse management system: Veeqo. With this, you can confidently provide quotes for retail and wholesale customers as you have a clear view of your product inventory. Additionally, QouteOnSite is working on integrations with Xero and Shopify. Once the connection with the former is completed, you can complete your accounting processes without hassle as you can rest assured that your numbers are accurate and that not loss of data occurs during the information exchange. Meanwhile, the syncrhonization with Shopify lets you manage your quotes and invoices sent to customers via the online marketplace on QuoteOnSite.

Express Quotations

Time is of the essence when you are trying to win new clients. That is why you need a solution that can generate professional-looking quotations speedily. QuoteOnSite can help you in that regard, as the application has a generator that lets you create quotes in a matter of minutes.

Quotation Reminders

When you have plenty of tasks on your plate, it is easy to forget vital responsibilities such as following up with clients regarding quotations. Fortunately, you do not have to worry about chasing clients and getting their feedback as QuoteOnSite automatically does it for you. All you need to do is to look out for your client’s response to move to the next stage.

Visible Tracking

With QuoteOnSite, you can rest assured that you do not miss an earning opportunity. The application’s clear and intuitive interface shows you the statuses of your quotes and invoices at a glance for you to help you make intelligent decisions promptly.

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