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.
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.
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.
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.
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