Sales teams

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Sales teams

  • For Directors
  • For Sales Executives
  • For Sales Support
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Quoting is a key part of our role supporting our channel partners and enabling them to deliver cyber security solutions to their customers…we found QuoteOnSite to be the best for this.

Michael Conway, Director

This is how everyone wins

What do your clients expect?

They expect up-to-the-minute accurate quotes and delivery schedules and they expect your teams to be responsive at all times.

QuoteOnSite is the simple yet powerful way to provide sales teams with the ability to create quotes and close deals wherever they are. Directors can see total deal values and team performance in one place, plus share and promote winning proposals.

If your clients want speed and efficiency, make sure you have a quoting process that shows you have everything in hand.

The ability for my team to do professional quotes from anywhere and from their portable devices is a big value add and productivity difference to the organisation.

Resham Ganglani, CEO

For Business Owners

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

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

  • 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, engineers can get to work and management teams can view pipeline status – all in one place.

But don’t just take our word for it…

The ability for my team to create professional quotes from anywhere and from their portable devices is a big value-add and productivity difference to the organisation. It is very intuitive to use. Well made, stable solution. My team loves QuoteOnSite.
Resham GanglaniCEO, HALODATA
Resham Ganglani
For Renaissance Quoting is a key part of our role supporting our channel partners and enabling them to deliver cyber security solutions to their customers. Our partners need clear concise and comprehensive quotes to enable them to do this work and we found QuoteOnSite to be the best for this and the most suitable platform for supporting our business and in turn our partners' businesses.
Michael ConwayDirector, Renaissance
Michael Conway