QuoteOnSite REVIEW

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.

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.

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.

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