Product Features
Tracking
All your quotes, big and small, tracked from a single screen.
No obligation. No card details required
Keep track of email engagement and quote status
See how many times a quote email has been opened and clicked. Your quote status is automatically changed.
Keep an eye on quote trends – see acceptance, rejection and outstanding quote rates over time.
Profit margins are tracked for each quote, week, month and year to date.
With advanced analytics, you can see highlighted information areas of concern and success.
Key features
Measure
Each message engagement is measured and recorded for opens and clicks.Tracked
Profit and loss is tracked by entering cost price and sales price for each line item in your quote.Statuses
Quote statuses are changed automatically when sent, accepted or rejected.Seamless integration with your favourite tools
Connect your quoting process to your CRM (HubSpot, Sales Force) and Accounting package (Xero, QuickBooks, Sage) for seamless data management.
