Automate Your Sales Quoting and Ordering Online

Our web-based sales quoting system allows businesses to enhance their existing websites with instant, automatic sales quotes and online ordering capability. We've helped clients reduce time spent on the sales quoting and ordering process by up to 80% while improving customer service and increasing sales.

Web-based Instant Sales Quoting Software

You manage your own Products, Pricing, and Quote Request Forms using our web-based software
Simple, Instant Quote Request Forms can be placed on your own website, or:
Generate sales quotations internally with Quote Request Forms not accessible to the public
PDF sales quotations are produced and e-mailed to your customers automatically
Incoming quotes and customer information are stored in our secure database
Customers can place orders securely online via credit card or PayPal (optional)

Feature Overview

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Track Incoming Customer Leads

Incoming customer leads (customer inquiries or sales quotes) are automatically stored in our database for you to track and follow up on.

Review and Manage Sales Quotes

Sales quotes are automatically stored in our secure database for you to manage from a single location. Quickly bring up the details of past sales quotes, mark quotes as ordered or followed up, or, simply hide them away.

Auto-generated Instant Quote Request Forms

Instant Quote Request Forms are automatically generated based on the products, services, and parameters you specify. Quote Request Forms are branded to your own website's look and feel for a professional appearance.

Professional PDF Sales Quotes

A professional-looking PDF sales quote is automatically produced at the time of the request and e-mailed to your customer.

Online Ordering

Once a customer receives their quote, they may choose to place an order securely online (optional feature).

Automatic Recurring Charges

Online ordering may be performed using our realtime credit card processing module or PayPal. Recurring fees are automatically scheduled to be charged based on the frequency you set (monthly, quarterly, annually).

Create and Edit Your Own Quote Forms

You may create as many Quote Forms as you'd like with our sales quoting system. Once created, the sales quote generation process is completely automated.

Private or Public Sales Quote Forms

The Quote Forms you create may be for internal-use only, or made accessible to the public.

Bundle Products and Services

Add the products and/or services you wish to allow customers to choose from to each Quote Form. Quote Forms can have a variable number of items, allowing you to configure them as solutions or packages of bundled items.

Create Reusable Products and Services

The products and services you create can be reused across multiple Quote Forms in our sales quoting system, adding great flexibility.

Automatically Associate Secondary Items with Primary Items

Automatically Include Secondary Items

Secondary items, such as setup or installation fees, can be automatically associated with their Primary items at the time of quote generation. This simplifies the quoting process for customers, while making your sales quotes robust and flexible.

Flexible Pricing Options

Flexible pricing options such as one-time fee, fixed per unit, unit block pricing, tiered per unit, and percentage-based pricing allow for tremendous flexibility in how your sales quotes are calculated. This allows for easy pricing variability based on volume or dependent items.

Flexible Shipping and Tax Zones

Our sales quoting system allows you to easily configure shipping and tax zones based on your region. The associated costs are automatically calculated based on the customer's location.

Reduce Time Spent Quoting by 80%

Our online quoting system automates the sales quoting and ordering process while improving the experience for buyers. Clients of ours have reported reductions of up to 80% of their time previously spent quoting and completing orders and are seeing significant increases in sales.

Features include instant, automatic PDF sales quotations via request forms designed by you, quote and customer lead tracking, and optional secure online ordering via credit card or PayPal.