Facilities management

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Facilities management

  • For Directors
  • For Account Managers
  • For Operatives
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By using QuoteOnSite, we identified and fixed choke points within our quoting process

Glen Cardinal, MD.

This is real ground control

What do your clients expect?

They expect you to be responsive, to keep their facilities running smoothly and they expect seamless communication.

That’s why QuoteOnSite makes a real difference across quoting processes for facilities management companies – instantly creating clarity, efficiency and reliability.

If your clients depend on you, make sure you have a quoting process you can rely on

For Directors

  • Keep track of Pipeline, Approvals and Profit margins
  • Access real-time win-rate statistics by staff or organisation-wide
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For Account Managers

  • Track relevant quote activity and profitability
  • Speed up your response time to quote requests
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For Operatives

  • Work anywhere with mobile-friendly tools
  • Get instant notifications and maintain comms
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For All

  • A centralised platform
  • Information sharing
  • Only data relevant to you and your team
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A complete sales and onboarding process

Analysis

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

Billing

Send invoices directly from or integrate into:

  • Sage
  • Xero
  • Quickbooks

Contracts

  • Create a letter of engagement from the accepted quote

Enquiries

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

Quote

Create a winning quote using:

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

Tracking

Create a winning quote using:

  • Analyse how many times your email has been opened and your document clicked

Onboarding

  • Capture critical documents within your LoE
  • Clients can attach relevant files before signing and accepting your terms

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 and Xero
  • Integrate your whole quote process to your business website
Book your demo

The better way to do business

With QuoteOnSite, clients can quickly approve quotes, operatives can get to work and management teams can view tasks underway


But don’t just take our word for it…

 

With QuoteOnSite, we can pursue our ambition of rapid growth by simplifying our interactions and provide added value to new and existing clients. The Quote Management features it provides aids us in our goal to improve efficiency in all of our processes.
Rachael FlanaganDIRECTOR, MRS. BUCKÉT
Rachael Flanagan
By switching our Quote Management to QuoteOnSite, we have eradicated our silo'd with all our quotes and proposals now managed from a centralised platform. Quoting now takes a fraction of the time and we have an approvals process within the software which means that the correct team/department/board members are seeing the appropriate information. Incidentally, by using QuoteOnSite, we have actually identified and fixed choke points within our quoting process.
Glen CardinalMD, PLATINUM TECHNICAL
Glen Cardinal