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Speed up your quoting by importing your pricing database for easy costing.
Save time by reusing products from accounting packages like Sage Business Cloud, QuickBooks and Xero.
Streamline repetitive tasks with workflows.You can automatically create a new document type by specifying a series of tasks to do the heavy-lifting for you. When you send an estimate, a quote document could be created automatically when your client approves it.
Clearly show your pricing for recurring and one-off services with ease.
Show your customers more detail with product images, product notes, discounts, units of measure and extra specifications.
Breakdown costings into separate headings and sub-total each different service groups.
Auto-calculate your VAT, profit and loss, and commission.
Using approvals, you can improve your level of confidence in the quality of documents that are created and sent.
Whether you are a “solopreneur” looking to get some external help or if you are part of a large team, approvals streamlines the process of checking documents before they are sent to your contacts.
Take control of your quote presentation with Templates. Add your branding, content, pricing, e-sign and more.
Save your re-usable content in Content Libraries for quick document creation.
Unlimited Interactive Documents
(Starting from) £399 Setup & Onboarding
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!