Quotes

Streamline your sales process with powerful quoting tools that help you sell more.

  • View quotes in one spot to centralise your quoting function, stay on top of follow-up and close more deals.
  • Create beautiful, branded quotes with our simple online quote builder.
  • Send to customers by SMS or email for viewing anywhere, anytime.
  • Accept payment online and reduce admin work.
  • Import products from MYOB, Exo or Xero and sync every step of the sales process automatically with your accounting system.

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Centralise Your Quoting Function

Quit killing productivity. Save time and stay organised by centralising the tools you need to sell faster and close more deals.

  • Automatic sync of sales and invoice data between your accounting system and the CRM minimises data errors and reduces stress.
  • Import product and customers from MYOB, Exo or Xero to boost sales efficiently.
  • Effectively track quotes and sales in one spot to follow-up with ease and sell more.

Everything Online

Fast-track sales and provide a better customer experience with the flexibility to send quotes, manage queries and edit quote details anywhere, anytime.

  • Send quotes by email or SMS so they can be viewed anywhere, anytime.
  • Take payment securely online.
  • Update the customer copy automatically when changes are made.
  • View quotes on any browser or smartphone.

Easy Customer Q&A

Receive and solve customer enquiries with Q&A functionality embedded directly on the quote. Provide quick, personalised customer service to close more deals, fast.

  • Real-time notifications let you know when customers ask questions and let them know when you respond.
  • Interactions are saved on the quote record, helping you track queries and stay organised.

Painless Design

Send beautiful, on-brand documents that encourage conversion. Our template builder and rich text editor let you:

  • Add logos and personalise formatting so your quotes never let you down.
  • Speed up future quoting and boost sales speeds by saving your designs as templates for future use.

Complex Quoting, Made Simple

Get more quotes accepted by giving customers the detail they need to make decisions. Our quotes support the inclusion of:

  • Single or multiple items.
  • Product groups and product options.
  • Subtotals.
  • In-line comments.
  • Freight prices.
  • Images and rich text.