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How it Works

Automate your sales quoting process in 3 simple steps

Our online sales quoting system will have you easily, accurately, and instantaneously fulfilling quotation requests in just 3 simple steps.

1. Step 1: Set up your Items (products or services) and pricing with our easy-to-use online software
2. Step 2: Build one or more Quote Forms, which contain the Items created in Step 1, using our simple drag-and-drop interface.
3. Step 3: You can generate instant quotes internally (e.g. for company use). You can also integrate Instant Online Quote Builders directly into your website simply by copying/pasting a small piece of code into your web page.

Customers can obtain custom-tailored, branded PDF sales quotes directly from your website. Once a customer receives their quote, they can choose to pay securely online via credit card or PayPal.

Customer information and sales quote details are stored in our secure online database for you to review and track at any time.

Safe, Private, Secure

All accounts on our online quoting software are password protected and include state-of-the-art SSL encryption for enhanced security. SSL stands for Secure Socket Layer, but what it really means is that the data sent between Quotation Manager and your (or your customers') computer is safely encrypted from prying eyes. It's the same technology that online banks or e-stores use to keep your banking and credit card information safe.

Cost-effective, Easy to Set Up

Our quoting system is 100% web-based, which means that you are not required to install any software or make expensive up-front investments. All you need to use our online quoting system is a standard internet connection and web browser. We take care of the rest.

No Long-term Contracts

Our online quoting system is a pay-as-you-go service. We are confident that you will like our software and stay with us because you want to. There are no long term contracts or commitments on your part and you simply pay month-to-month. If you cancel, you’ll be billed for the current month and that's it - you won't be billed again. We'll even give you an exported copy of your data.

More Information

If you would like more information about our quoting software, to see pricing, and to sign up, visit our new website.

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