QuoteOnSite

QuoteOnSite

Quote Management Software for SME's, Simplified

4.8/5 (33 avis)

QuoteOnSite - Présentation

Manage your quotes and invoices from anywhere, with your team, conveniently. QuoteOnSite makes it easy to create, send and track quotes and invoices for anything from a plumbing quote to a sophisticated plant installation. Sending service-based or product-based quotes is simplified.

Eradicate long email trails with in-built messaging tools (for you and your client) and add optional items to your quotes that your client can choose.

Integrate your quote management system to your website (with a simple snippet) and turn your contact form into a powerful automated quoting tool! Client requests are turned in a Customer and Quote record (with optional pricing).
All you need to do, is review and send.

Style your quotes to match your brand with our colour and font options.

Prix

À partir de
35,00 £GB/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Royaume-Uni

Langues

anglais

QuoteOnSite - Avis

Note globale
4.8/5
100% d'avis positifs
28
Excellent
5
Très bien
0
Moyen
0
Médiocre
0
Horrible
Garan S.
Traduire avec Google Translate

Double Thumbs Up from a Videographer

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 13/06/2019
Provenance de l'avis : Capterra

Using Quote On Site has definitely had an impact, in my first month of using it I won my first £1800 worth of work with a 90% acceptance rate; often being told by my clients how great it was to have a firm sight on all the details.

Also, sending a quote and seeing that little email pop up saying your quote has been viewed by your client is a very welcomed site as opposed to my earlier days of wondering if the quote I emailed even got to the client.

Avantages

Having only recently started my journey as a videographer it was great to find a quote and invoice management tool that I could used straight out of the box.

First off, I love the visuals and interface, it’s fast and simple to use; with more advanced options for those that need it. It was also critical that I had a tool that I could inject my own brand into; add a logo, customise font and colours, it’s all there.

It was important to me that not only did my clients have a clear view of their quotes and invoices, I too also needed that solid perspective - the Quote On Site dashboard lets me quickly see where I am at with current and perspective work - I actually find my little ‘Win Rate’ pie chart percentage to be quite motivational.

Inconvénients

Not so much a con, but I would definitely like to see an iOS version of the Quote On Site software sometime in the nearby future.

Réponse de QuoteOnSite

Hey Garan,
Thanks for the great review!!!

Glad you're finding the software useful and even more pleased that you have no cons!

BUT, all software has it's quirks and when you inevitably find that niggle, we'll be right there to help you over the bump!

Looking forward to seeing your business grow and thrilled to be part of your journey!

Happy Quoting,
The QoS Team.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Mayte G.
Traduire avec Google Translate

CGC Quoter Analysis

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 30/06/2019
Provenance de l'avis : Capterra

It has taken us 6 months to implement so far.
We have not surveyed our customers to ask how they like the quote, the appearance, practicality and the ease of use.
We are a small and seasonal business that must make corrections quickly to keep our customers happy. We look forward to the solutions that this growing company will offer to our challenges in the future.
Our overall experience has been positive.

Avantages

Our ability to display great pictures and present our competitive advantages, inclusion of our pdf e-brochures, the ability to auto-update the overall quote when the client selects an option.
The personal, friendly and knowledgeable approach that Tj welcomed us with.

Inconvénients

The difficulty to copy already prepared quotes, lack of ability to properly organize the pictures in the gallery, and repeated images that we are unable to delete. Knowing that to request a change it has to suit all other customers.
As the company has grown it now takes longer to get even minor changes.

Réponse de QuoteOnSite

Thanks you for your frank review, Mayte!
We love having you as users of our platform and love hearing your suggestions!

Yes, as we grow, we find it tricky to accommodate all requests and have to balance ideas against the needs of the wider, growing community of our users.
Growing pains, we believe!

We will continue to listen and try our best to be as responsive as possible!

The issue with deleting images has been resolved, we are glad to say! Took us a couple of days but we squashed that bug - and with pleasure :-)

Looking forward to growing our businesses together :-)

Happy Quoting,
The QoS Team.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
John D.
Traduire avec Google Translate

Easy to use when you know how, persevere it is worth the wait

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 23/06/2017
Provenance de l'avis : Capterra

Easy of use
Stores all relevant info in one area

Avantages

Everything is get in one area. Quotes easy to use, invoice generated from the quote,

Really easy to use

Inconvénients

Only thing we have found is you can;'t add items into the quote where you would like only adds at the end.

Réponse de QuoteOnSite

Hi John,
Thanks for your review!

We're pleased that you find the software useful and you've got to grips with it.
Over the last few weeks, we've been focussed on improving the experience of the software for first-time ad experienced users.

We hear you about the lack of functionality to re-order your cost items once they've been added - as a matter of fact, we're working on this RIGHT NOW to get those extra stars on your review :-) It'll be released this coming week - hope you like it!

Edit (30.08.2017)
We released the ability to re-order some items a while ago! Hope it's proving useful?

Regards,
The QoS Team

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Julia M.
Traduire avec Google Translate

Using Quote on site on client sites

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 20/12/2018
Provenance de l'avis : Capterra

We are using Quote on Site on our large client sites to quote for additional works. A key benefit is being able to see from our head office what additional quotes are being generated by each of our sites. Real time visibility over quoting is really useful.

Avantages

The software it really easy to use, you can quickly create quotes, email them direct to the client and get instant feedback on whether they accept the quote. The site is very visual, you can clearly see all quotes, invoices and the Dashboard gives an overview. The search feature is also very useful.

Inconvénients

I would like the ability to filter and export by client so I could just export invoices related to a client. Currently you can export on date range. As we use the software with more of our clients sites it will be useful just to export invoices for each client.

Réponse de QuoteOnSite

Hi Julia,
We're pleased your getting value from the software!

We are working on your feature requests as discussed - we're determined to make QoS tick ALL your boxes :-)

Happy Quoting!
The QoS Team.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Phoebe J.
Traduire avec Google Translate

Quoting made easy

Logiciel utilisé toutes les semaines pendant 1 à 5 mois
Publié le 09/05/2017
Provenance de l'avis : Capterra

Avantages

Quote On Site has been really helpful to us by making it really simple to produce effective and professional-looking quotes and invoices for our customers. The template facility is great as it allows you to reuse recurring quote components, which saves a lot of time. It is easy to track your quotes and check whether your customers have looked at them, and to follow the whole process through to customer payment, with the option of creating a payment schedule so that payment can be split into smaller installments. The software even sends out automatic reminders when payments are overdue, which is one less thing to worry about for us. A great tool, and great value for money, with exceptional customer service. We would highly recommend it.

Inconvénients

We've found that it is difficult to engage customers with the software if they have already started a conversation with us through another means, but we are confident that we can solve this by using the software's form facility on our website to make Quote On Site the first point of contact for enquiries.

Réponse de QuoteOnSite

Hi Phoebe!
Thanks for your feedback!

Let us know if you need any help setting up the contact form - we'd love to help!

Regards,
The QoS Team

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

QuoteOnSite - Prix

À partir de
35,00 £GB/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Team: £35 per month/ £300 per year.

QuoteOnSite - Fonctionnalités

  • Intégration des e-mails
  • Modèles personnalisables
  • Notifications automatiques
  • Tableau de bord d'activités

  • API
  • Analyse des ventes
  • Base de données de contacts
  • Données en temps réel
  • Fonctionnalité de recherche
  • Gestion des leads
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Monitoring
  • Outils de collaboration
  • Rapports et statistiques
  • Rapports sur les ventes
  • Saisie de leads
  • Suivi des activités
  • Suivi des ventes

Plus d'informations sur QuoteOnSite

QuoteOnSite - Principales fonctionnalités

  • Auto-populated database
  • Automatic invoice generation
  • Automatic notifications
  • Costings database
  • Customer management
  • Customizable branding
  • Dashboard
  • Document management
  • Email integration
  • Enquiry conversion
  • Forms creation
  • Integrated smart contact form
  • Interactive quotes
  • Invoice processing
  • Invoices
  • Marketing campaign links
  • Message open / click tracking
  • Message tagging
  • Message viewer
  • Messaging tools
  • Optional terms
  • Payment schedules / installments
  • Pricing management
  • Proposal management
  • Quotation tools
  • Quotes
  • Records system
  • Recurring invoices
  • Templates

Avantages

  • Quick Quotes.

  • Quick Invoices that are auto-generated when a quote is accepted.

  • In-built messaging.

  • Price Lists.
  • Contact Form Plugin turns contact form requests into quotes automatically.
  • Stripe Integration for Invoice payments

  • QuoteOnSite - FAQ

    Voici quelques-unes des questions fréquentes sur QuoteOnSite.

    Q. Quels sont les types de licence disponibles pour QuoteOnSite ?

    Types de licences disponibles pour QuoteOnSite :

    À partir de: 35,00 £GB/mois

    Type de licence: Abonnement

    version d'essai gratuite: Disponible

    Team: £35 per month/ £300 per year.

    Q. Quelles sont les principales fonctionnalités du logiciel QuoteOnSite ?

    Fonctionnalités du logiciel QuoteOnSite :

    • Auto-populated database
    • Automatic invoice generation
    • Automatic notifications
    • Costings database
    • Customer management
    • Customizable branding
    • Dashboard
    • Document management
    • Email integration
    • Enquiry conversion
    • Forms creation
    • Integrated smart contact form
    • Interactive quotes
    • Invoice processing
    • Invoices
    • Marketing campaign links
    • Message open / click tracking
    • Message tagging
    • Message viewer
    • Messaging tools
    • Optional terms
    • Payment schedules / installments
    • Pricing management
    • Proposal management
    • Quotation tools
    • Quotes
    • Records system
    • Recurring invoices
    • Templates

    Q. Qui utilise QuoteOnSite ?

    Utilisateurs habituels du logiciel QuoteOnSite :

    Grandes entreprises, Entreprises de taille moyenne, PME

    Q. Dans quelles langues QuoteOnSite est-il disponible ?

    Langues dans lesquelles QuoteOnSite est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour QuoteOnSite ?

    Types de licences disponibles pour QuoteOnSite:

    Abonnement

    Q. QuoteOnSite prend-il en charge les appareils mobiles ?

    Nous n'avons pas d'informations sur les appareils pris en charge par QuoteOnSite.

    Q. Avec quelles applications QuoteOnSite peut-il s'intégrer ?

    Applications s'intégrant à QuoteOnSite :

    Veeqo

    Q. Quelles sont les ressources d'aide disponibles pour QuoteOnSite ?

    Ressources d'aide disponibles pour QuoteOnSite :

    FAQ, Support en ligne