Pricing
Straightforward pricing for teams of any size.
All prices are subject to VAT
£40
Per user/month
Unlimited Interactive Documents
Unlimited Templates
Document Management
Heatmaps
Workflow Automations
E-sign
(Starting from) £399 Setup & Onboarding
What else is included?
- e-Signatures
- Forms
- Tables
- P&L
- Reporting
- Multi-currency
- Discounts
- Contracts
- Invoicing
- Bespoke Templates
- Approval Mode
- Online Payment Processing
- Integrations
- Email Support
- Video Call Support
- In-App Chat Support
- Weekly Training Sessions
What does a ‘Setup’ involve?
We believe that adopting a new software solution shouldn’t distract from the regular running of your business, so our setup service offers:
Templates & Workflows
We’ll ask you for your documents including quotes, proposals and other document types.
For Scale customers, we’ll help you create your documents and define your required document workflows (up to 2 workflows) .
Price List Entry
Send us your prices list and we’ll create a database of prices you and your team can quickly access.
Customer Import
If you have a list of contacts you want to send promotional offers, quotes and proposals to, send it to us (in an excel file, preferably!) and we’ll get it formatted and imported for you.
Company Details
We’ll ensure that your company information is present and correct and that your brand is represented with your logo and brand colours.
More than 10 admin users?
Contact us.
Trusted by enterprise
Enterprising businesses are already benefitting from fast, accurate and consistent document management with QuoteOnSite.
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
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
We work with customers worldwide
