Crown Street, Wollongong, 2500
Crown Street, Wollongong, 2500
Amazing Quoting Platform for Small and Medium Businesses
Melody Jaimon • Jan 17, 2020
For years I have been using an online quoting system that enables me to quickly and professionally create amazing looking quotes and automate the process with an electronic signature and seamless creation of a invoice in my accounting software.
A quote tells your customers your terms of service and how much you’ll charge. If a customer accepts your quote, it becomes a legally binding contract.
Most businesses that I do a
website design for have asked me what is the system I use or how can they create the same system. Always looking for the best platforms to automate my business I have found an
affordable quoting platform for small businesses that is easy to use, professional and packed with useful features.
Best Quoting System that is affordable for Businesses of all sizes
An easy to use online quoting system that enables business owners and their employees to simplify and improve the way they handle the direct sales aspect of their respective ventures through the creation, sending, and management of quotes. Other than benefiting businesses it also allows for the best possible customer experience by providing potential clients with quotes that not only look fantastic – but are also functional and easy to navigate.
I have found one of the most complete online quoting systems that offer a lot of cool features and are easy to use. From its comprehensive dashboard to its impeccable quote creation to its compatibility on any device, it would absolutely help improve the productivity and sales of almost any business with an online presence – and enhance customer engagement in the process. If you are looking for a brilliant online quoting software that won’t give you and your sales team a headache then I recommend you set up an account today.
Creating Professional Quotes
If you are a business owner, then you probably know that being able to send a quotation to your potential customer is important for you to have a successful sale or transaction. The more professional your quotation looks, the better it is for both you and your customer, as it gives the latter the idea that they are transacting with someone who means serious business.
The quoting system I use does exactly that, because it lets you create and send professional quotes to your potential customers, which they will be receiving in the form of an email containing a personalised link to view their quote. But that’s not all as this online quoting software also allows you to view and manage your quotes in one place, which you can utilise to track the progress of your quotes, I get notified if someone has opened my quote and when my quote has been accepted electronically and note can be made by both myself and the business I am working with so a record is kept.
For a business owner, having the ability to create, send and manage quotes in one place allows you to improve the productivity and sales aspects of your business. Oh, I forgot to mention that the quotes from this software are viewable on any device, which means that you won’t have to worry about whether your potential client uses an iPhone, a Windows desktop, or a Mac, because the quotes will look fantastic just the same.
When composing a quote, you will be given a number of excellent layout options to suit your taste, but the system will automatically pick a color based on your logo. And if you want to further improve your quote, you can do so using the software’s feature that lets you add files, images, and website links on your quotes. This feature allows you to send detailed and comprehensive quotes that your customers will definitely appreciate, as it gives them everything they need to make a sound decision.
Another noteworthy feature is you can further enhance your quotes by marking items as optional, in which the total price will be calculated instantly whenever your customer selects or deselects an item, and by adding in multiple choice items that lets your customer pick from a number of viable options. Also, if you wish to do so, you can give your customer the ability to edit the number of items on selections you specify as editable.
Once your customer receives the quote, they can simply just accept it through a single tap or click, allowing the both of you to officially proceed with the deal. If you’re worried about the legal aspects of your deal, don’t be, because the quote features an ‘I Accept’ checkbox that needs to be checked before the quote is accepted, making the entire deal legally binding. And if ever you like the format of a particular quote, there’s a feature that allows you to save it as a template and use it for future transactions.
Apart from that, as mentioned above there’s also a feature that lets you and your customer talk directly on the quote, which the customer can initiate by simply just posting a question on it. This interaction between you and your customer can be used for future references or other purposes. Additionally, you and your team can also talk with each other privately on a quote.
Dashboard Features
For the sake of automating your sales process, a follow-up system will notify you of old deals on your Dashboard, letting you know which quotes are in need of your urgent attention. You will also be able to see useful details about your quote, including when and how many times it has been opened by a client.
The Dashboard is not only limited to that, because apart from the quote notifications, it also lets you view recently updated quotes, questions, and stats, all of which give you the power to make sound business decisions.
When it comes to the Dashboard stats, it presents valuable data (sales figures) about your quotes that is detailed, visually appealing, and easy on the eyes. How so? Because the data is presented in the form of charts and trends, making it a type of analytics that is user friendly.
In addition to what I mentioned above, you can also use the Dashboard to search and view all past quotes, including those that weren’t successful.

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