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QuoteOnSite REVIEW
Sales Proposal Automation Software
What is 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.
Overview of QuoteOnSite 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.
Overview of QuoteOnSite Features
- Quoting
- Invoicing
- Messaging
- Price Lists
- Contact Form Conversion
What Problems Will QuoteOnSite Solve?
Ambulatory Invoicing
Trade companies often have to produce invoices on-the-fly as their projects progress. QuoteOnSite helps them generate partial invoices seamlessly through the payment scheduling tool.
Discounted Quotes
When clients order large volumes of merchandise, they often ask for discounts or for wholesale prices. QuoteOnSite enables you to create confidence in your business by helping you transparently show offered discounts in your quotations.
Chasing Quotes & Invoices
Companies need to know whether a lead is active or already dormant. QuoteOnSite helps them by automatically chasing quotations that have yet to be responded to, saving users time and headache from doing so manually.
The same is done for overdue invoices. QuoteOnSite will send reminders to the parties involved without the user having to press a button.
Awards & Quality Certificates
QuoteOnSite Position In Our Categories
Position of QuoteOnSite in our main categories:
QuoteOnSite is one of the top 20 Sales Proposal Automation Software products
If you are interested in QuoteOnSite it might also be beneficial to examine other subcategories of Best Sales Proposal Automation Software gathered in our base of B2B software reviews.
Each organization has different requirements and requires an application that can be customized for their size, kind of employees and buyers, and the particular industry they are in. For these reasons, no software can offer perfect tools off-the-shelf. When you look for a software app, first be sure what you require it for. Read some QuoteOnSite reviews and ask yourself do you want basic tools or do you need advanced tools? Are there any industry-specific functionalities that you are looking for? Obtain the answers to these queries to aid your search. There are lots of elements that you need to reflect on and these include your budget, particular business wants, your organization size, integration needs etc. Take your time, try out a few free trials, and finally choose the platform that offers all that you want to enhance your organization competence and productivity.
How Much Does QuoteOnSite Cost?
QuoteOnSite Pricing Plans:
QuoteOnSite offers three enterprise pricing plans tailored to the needs of freelance professionals and small- to medium-sized businesses.
Free – Free
- Unlimited Customers
- Unlimited Quotes
- Single Quote Email
Business – $15.00/user/month or 20% off monthly charge for annual billing
- Unlimited Quotes
- Unlimited Invoices
- Messaging Capabilities
- Customer Management
- Dashboard
- Printing
- Customizable Customer Documents
- Images
- Payment Schedules
- Click Notifications
- Quote & Invoice Reminders
- Contact Form
- Export Invoices to CSV
- Templates
- Price List of up to 1,000 Items
- Cost Management
- Pricing Templates
- Discount Tiers
- Line-by-Line Discounts
Enterprise – request enterprise pricing
- All Business Features
- Tailored Features & Integrations
User Satisfaction
We realize that when you make a decision to buy Sales Proposal Automation Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and QuoteOnSite reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with QuoteOnSite. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.
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Technical details
- Windows
- Linux
- Android
- iPhone/iPad
- Mac
- Web-based
- Windows Mobile
- English
- Free
- Monthly payment
- Annual Subscription
- Quote-based
- Small Business
- Medium Business
- Freelancers
- Cloud Hosted
What Support Does This Vendor Offer?
- PHONE
- LIVE SUPPORT
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What are QuoteOnSite pricing details?
QuoteOnSite Pricing Plans:
QuoteOnSite offers three enterprise pricing plans tailored to the needs of freelance professionals and small- to medium-sized businesses.
Free – Free
- Unlimited Customers
- Unlimited Quotes
- Single Quote Email
Business – $15.00/user/month or 20% off monthly charge for annual billing
- Unlimited Quotes
- Unlimited Invoices
- Messaging Capabilities
- Customer Management
- Dashboard
- Printing
- Customizable Customer Documents
- Images
- Payment Schedules
- Click Notifications
- Quote & Invoice Reminders
- Contact Form
- Export Invoices to CSV
- Templates
- Price List of up to 1,000 Items
- Cost Management
- Pricing Templates
- Discount Tiers
- Line-by-Line Discounts
Enterprise – request enterprise pricing
- All Business Features
- Tailored Features & Integrations
What integrations are available for QuoteOnSite?
At the moment, QuoteOnSite only supports integration with Veeqo. However, it is working on an integration with Xero and Shopify. For updates, get in touch with the support team.
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