Automate Your Sales Process 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

Fully-automated, instant PDF sales quotes
Integration with your existing website
Track sales quotes and customer leads
Sell your products online
Save time and increase sales

Feature Overview

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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 seamless customer experience.

Professional PDF Sales Quotes

A professional-looking PDF sales quote is automatically calculated and produced based on the customer's specified criteria and sent via e-mail.

Track Incoming Customer Leads

Incoming sales quotes and customer inquiries are automatically stored in our secure database for you to track and follow up on from a single location.

Review and Manage Sales Quotes

Quickly bring up the details of past sales quotes, mark quotes as ordered or followed up, or, simply hide them away.

Online Ordering

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

Automatic Billing

Your customers may place orders online using our real-time credit card processing module or PayPal. Your recurring fees are automatically scheduled to be charged to the customer's credit card based on the frequency you set in your Quote Form (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.

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 included 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.

Bundle Products and Services

Add the desired products/services 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.

Flexible Shipping and Tax Options

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.