Audience
Small to medium-sized businesses.
About QuoteOnSite
Save time and win more work with QuoteOnSite, an online quotation solution for small to medium-sized businesses. With QuoteOnSite, users are able to take control of their invoicing, and keep on contact with their clients. QuoteOnSite allows users to track messages for opens and clicks of user-crated quote pages, and see the status of the invoices. QuoteOnSite also allows users to efficiently make and send professional looking quotes and invoices to their clients.
Pricing
Starting Price:
$10.00/month/user
Pricing Details:
Starting price $13.68/month/user
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
QuoteOnSite
Founded: 2016
United Kingdom
quoteonsite.com
Zoey
Zoey helps B2B and wholesale businesses take orders online anytime, anywhere, with any device. Leverage a mobile app to capture orders, create sales quotes and look up product/pricing information on the go. Offer a self-service portal for your buyers to place orders on the web.
Our seller feature set includes quote generation, customer groups, access restrictions, quick order capabilities, multi-theme support, mobile app and more. Our self-service buyer tools include reordering, order status and account maintenance.
Zoey consists of three components: Zoey Web offers a self-service ordering option for your buyers, either as a public website or an internal order portal. Zoey App allows salespeople to sell remotely or in person. And Zoey Admin provides a web-based back-end to create and manage products, orders, customers and more.
Learn more
Yodify
Yodify is a B2B e-Commerce, Quoting, Website Building, Product Data, Customer Account & Catalog Management Platform. Yodify grants you access to powerful sales & quoting tools, and a vast product library.
The Yodify Library cuts your time to launch from months, to weeks. Use pre-built products made to manufacturer specifications and populate your catalog in a couple clicks.
Platform features like Product Configurators, Account Pricing & Checkout, Quote-to-Cart, Order Templates, Shipping Rules & Restrictions, & so much more make your site the ultimate resource.
Yodify benefits both your customers and your sales teams; breaking down barriers in communication, and freeing up time answering basic questions to focus on dead-accurate quotes, & lucrative sales.
Yodify is equally suited to either compliment your existing web presence, or completely overhaul your site.
Book a platform Demo with our team for a personalized walkthrough of your digital future.
Learn more
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
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Keap
Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).
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Product Details
Platforms Supported
SaaS
Training
Documentation
Support
Online
Phone Support
QuoteOnSite Frequently Asked Questions
QuoteOnSite Product Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Proposal Management
Customer Accounts
Product Configurator