Workflow Software for Small Business

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Online Quoting and Software
Platinum Technical

Workflow Management Software for small businesses to create, send, track and organise and automate your document process

Quote Faster

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.

Bidding Software for Commercial Cleaning and

Streamline Your Processes

Streamline repetitive tasks with workflows.You can automatically create a new document type by specifying a series of tasks. When you send an a quote document, a contract could be created automatically when your client approves it.

Quote With Confidence

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.

Commercial Cleaning Costing Example

Quality checked documents

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 sales process by checking documents before they are emailed to your contacts.

Be Continuously Consistent

Take control of your proposal presentation with Templates. Add your branding, content, pricing, e-signatures and more.

Save your re-usable content in Content Libraries for quick document creation.



Per user/month/ 4 users minimum

Unlimited Interactive Documents 

Unlimited Templates

Document Management


Workflow Automations


(Starting from) £399 Setup & Onboarding

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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!