Contact Form Integration
You can respond to requests from quote in no time with our Contact Form plugin. Website visitors can now choose from a set of products and request a quote from any page on your website. Supercharge your contact form.
Detailed, Professional Documents
Your entire team can adopt a simplified approach to quoting.
No more copying and pasting from old quotes; ready-to-go templates offer a more consistent quoting experience for your staff and your clients.
E-signatures
- Add multiple e-signature boxes to your documents, allowing your clients to sign on the proverbial 'dotted line' with ease. Gone are the days of printing, signing, scanning and emailing you a copy.
E-Forms
- Need to gather some information from your client? Add a form to your document for them to fill in.
Text templating with placeholders
- Insert placeholders into your template text for the software to insert the correct values when you create a quote. You can specify your client name, address, document reference and many more items of information, anywhere on your document without having to type it in every time.
Heat Maps and Mouse Tracking
Visualise the areas of your quotes, proposals and contracts that get the most attention. See exactly how your clients browse and interact with your documents.
Maximise your competitive advantage by constantly improving your quoting methodology.
Take out the guesswork
- See an indication of how long each page if your document has been viewed.
- Watch a replay of how your clients mouse has traversed the document.
- See mouse clicks to see areas of interest.
Quote Status Tracking
Now you can improve visibility of every quote sent by every team member at a glance. Non-responsive contacts are sent automated reminders to improve engagement.
Company View
See all quotes sent to a given company, track open/accepted quotes and P&L.
Promotions
Send offers to your new and existing contacts at scale. Track uptake and engagement of promotions with the Promotions Dashboard.
Similar Apps
Agilico Verify
<p>Agilico Verify is an intelligent automated invoice processing solution that makes invoice processing and approval easy.</p><p> </p><p>Designed for use organisation-wide, Agilico Verify makes it easy to distribute digital copies of invoices around your business for checking, coding, approval and posting.</p>
Agilico Verify
BillBjorn
Lightning fast automated data entry into Sage Accounting
BillBjorn
HireHop Equipment Rental Software
Affordable & powerful equipment rental software for your hire company. Manage inventory, jobs and clients with the world's best Rental Business Software.
HireHop Equipment Rental Software
Lightyear Automated Purchasing & Accounts Payable
Lightyear is an industry-leading cloud platform providing intelligent automation solutions for large SMEs & Enterprise level Purchasing & Accounts Payables processes.
Lightyear Automated Purchasing & Accounts Payable
LiveCosts
LiveCosts is an automated construction cost management software for today’s builders & trade contractors. LiveCosts connects your construction site to your office, giving you real time financial data.
LiveCosts
Paperless Software
PaperLess is becoming the Top Choice of Sage users to automate Document Management Processes and Invoice Processing routines by bringing together Automatic Invoice Recognition, Automatic Matching and Closing of POs, Online Invoice Approval together with Full Automation of Emailed Invoices.
Paperless Software
SAM Service Manager
Sam Service Management Software, Track Service Jobs, Mange Field Engineers and Plan Preventative maintenance repairs and servicing.
SAM Service Manager
Simple-Simon
Simple-Simon's smart work order app makes it possible to digitize work orders/job sheets and get rid of the paper hassle. Register your work on the spot via smartphone and tablet and keep track of all work orders via the office module. Save time, money and increase your quality.
Simple-Simon
Spindle Document Distribution
With just one click, Spindle Document Distribution sends documents to multiple locations by email, fax and print. It stores them for easy access, freeing up your time and saving your business money. PayThem
Spindle Document Distribution
Yooz AP & P2P Automation
Recognized globally for its high-performance self-learning processing technologies that combine Artificial Intelligence and Deep Learning, Yooz provides purchasing, accounting, and finance departments using Sage management software with complete and secure automation. This is made possible through Yooz's high-quality, native, and automated integration within the Sage environment.
