Book a Demo

Speak with a product expert

Embedded Contact Forms 

for Faster Quoting

Let your clients request quotes, application forms, contracts and terms directly from your website.
Book a Demo

Speak with a product expert

Quote, Proposal and Document Process Software for ambitious businesses
Platinum Technical
Capital Cleaning Services

Save time by eradicating emailed requests for quote.
Convert contact form requests into documents, automatically.

Respond to RFQ's Faster

RFQ’s are converted into documents for you to complete, cutting out admin time from keying in client info. So you can get your quotes sent out in less time.

Better Visibility of Quote Requests

Quote Requests are automatically added to your pipeline so you don’t miss an opportunity.

Track RFQ’s from your dashboard along with manually generated quote documents

Get Started in Minutes

Customise your Form and add the plugin to your website in minutes with our simple code-snippet.

The complete sales, onboarding and document management system

Analysis

  • Use 🔥Heatmaps to see what parts of your document get the most and least engagement.

Accounting Integration

Send invoices directly or integrate into:

  • Sage
  • Xero
  • Quickbooks

Sales to Contract

  • Create a seamless Estimate-Quote-Contract-Invoice process
  • Add as many/as few documents into your process.

Enquiries

  • Capture enquiries using an integrated contact form
  • Client details are automatically created in your account

Document Builder

Create complete documents using:

  • Templates
  • Content library
  • Product images
  • Specification sections
  • eSign

Document Tracking

  • Analyse how many times your email has been opened and your document clicked
  • Keep track of the status of all document with custom pipelines

Onboarding

  • Manage your client, employee and supplier onboarding processes
  • Capture critical documents with interactive forms
  • Keep track of file expiry with File Tracking

Book your 30 minute demo today

Banish excel, word/pdf, email and verbal quotes with software that’s so easy and yet so powerful, you’ll wonder how you and your team ever coped without it!

  • Reduce the time it takes to get quotes created and sent to your client
  • Improve the level of professionalism of your quotes
  • Save time on follow-ups by automatically chasing non-respondents
  • Automatically create invoices for accepted quotes
  • OR integrate with Sage, Quickbooks, Xero, SalesForce and HubSpot
Book your demo