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
Agilico Verify is an intelligent automated invoice processing solution that makes invoice processing and approval easy.
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
LiveCosts
LiveCosts simplifies construction cost management for SMBs by tracking project costs, reducing manual entry, and monitoring project budgeting and ultimately helping businesses improve financial clarity and control.
LiveCosts
Paperless Software
PaperLess: Invoice Automation for Sage 50, Sage 200, and Sage Intacct If you're still manually keying invoices into Sage, PaperLess can change that. It's built specifically for Sage 50, Sage 200, and Sage Intacct users who are tired of data entry mistakes and slow invoice turnaround times. Automated Invoice Processing and Data Capture The OCR technology reads invoices automatically and pulls out the data you need. PaperLess handles emailed invoices, matches them against purchase orders, and processes everything digitally without anyone touching a keyboard. Smart Invoice Approval Workflows You decide the rules—maybe invoices over £500 need manager sign-off, or certain suppliers always go to the procurement team. Once you've set it up, invoices go straight to the right person. Approvers can action them from their phone during the commute or from their laptop at home. Everything's logged, so you know exactly who's approved what. Stuck invoices are easy to spot, and if your usual approver's on annual leave, you can reassign their queue in moments. Managing Purchase Orders and Requisitions Staff can raise purchase requests without filling in forms or sending emails. Managers see requests come through, approve what makes sense, and reject what doesn't. Your finance team watches the whole process and keeps control of company spending. Receipt and Expense Management Your team takes a photo of a receipt, and that's basically it. PaperLess reads the details and sends it through for sign-off. Same goes for mileage and other expense claims—staff submit them quickly, managers approve them, and finance can see everything that's happening. Why Sage Users Pick PaperLess You're getting invoice processing, purchase orders, receipts, and expenses all sorted in one system. Most teams see fewer mistakes, invoices getting processed quicker, and better grip on their finances. Works just as well if you're running a small operation on Sage 50 or handling complex accounting in Sage Intacct.
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
Spindle Document Management for Sage 200cloud UK
Spindle Document Management from Draycir helps business remove the need for manual filing of paperwork and streamlines the processing of day to day tasks of sending documents to both customers and suppliers.
Spindle Document Management for Sage 200cloud UK
X3CloudDocs
Automate the Accounts Payable invoice process with X3CloudDocs. Designed specifically for Sage X3 by expert Sage X3 developers.
