Features

Automatic, Instant Sales Quotations via Your Existing Website

Our Sales Quotation Software allows your customers to request instant quotations, directly from your own website. Simply create one or more Quotation Forms that define the products, services, and pricing rules contained in your quotes, and the request-to-quote process is then entirely automated. Potential customers fill out an intuitive quote request form, which is dynamically created based upon your Quote  Form, allowing them to specify their requirements. The details of the sales quotation are automatically calculated "in the cloud" by our software and a PDF quote is e-mailed to the customer instantaneously. You can also use our system to generate quotes internally.

Track Sales Quotations

Track Quotes Online

In order to request a sales quotation on your website, potential customers first fill out a simple instant quote request form (which may be customized to your needs). This information is then stored in our secure database for you to access online via our Sales Quotation Software, allowing you to track incoming quotes and follow up on prospective customers.

Credit Card Processing

Sell Your Products Online with Real-time Credit Card Processing

Once a customer has received their instant quote, they are provided with a link to complete the purchase via secure online credit card or PayPal.

No Software Installation or Hardware Purchasing Required

Our Sales Quotation Software is entirely web-based and integrates seamlessly with your website. The solution is easy to set up and does not require any hardware or software configuration on your end. Because it's licensed as a service, you can reap the benefits of a custom solution without the up-front capital costs.

See Pricing Information

Features of our Sales Quotation Software include:

  • Items (Products/Services), Item Types, and Suppliers can be created and managed by you
  • The Items you create may be Primary or Secondary Items; Secondary Items can be associated with Primary Items and are automatically bundled with their Primary Items at the time the Sales Quotation is generated
  • Pricing can be configured by you using our flexible pricing models, including: one time fee, fixed per unit pricing, volume-based pricing, and percentage based pricing
  • Create your own Quote Forms for customers to obtain instant Online Sales Quotations
  • Create your own Contact Forms for customers to inquire about your products or services
  • Shipping and Sales Tax can be configured by Country/Region, and calculated automatically at the time of quote generation
  • Instant Sales Quotations are e-mailed to customers in PDF format, branded to your company
  • Customers may place their order online via the optional Secure Online Ordering Component
  • The Sales Quotations and all related customer information are stored in our secure database for you to track

Next: View a Sample Quotation

Automatic, online sales quoting and ordering system