QuoteOnSite

QuoteOnSite

Quote and Proposal Management Software for Teams

4.9/5 (34 avis)

QuoteOnSite - Présentation

Centralised quote and proposal management for your whole team. Create a user hierarchy and segregate data for sub-teams. Use the approval workflow to approve critical documents from team members.

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.

Receive RFQ's and RFP's directly from your website with the Smart Form integration. Client requests are turned into working documents directly in your QuoteOnSite account.

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
4.9/5
100% d'avis positifs
29
Excellent
5
Très bien
0
Moyen
0
Médiocre
0
Mauvais
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.

Traduire avec Google Translate

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.

Traduire avec Google Translate

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
Natalie J.
Traduire avec Google Translate

Does what is says on the tin!

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 10/09/2019
Provenance de l'avis : Capterra

Our business needed an affordable flexible quote system and we've found it. Now all our quote information is held in one place for all staff to access. We can easily see the status of a quote and no longer have to trawl through each others emails looking for information for customers. It has provided a professional looking quote to our customers.

Avantages

Ease of use
Does exactly what its supposed to do
Works for our small business
Cost - affordable to a start up/new business
Flexible
Minimal training required

Inconvénients

We haven't found anything that we don't like. There have been a few tweaks that we've needed and Quote on Site made these quickly and anything that we couldn't change on the database they've helped us with simple work arounds. We've discussed and suggested features that would be good to have in future revisions of the software.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Sara G.
Traduire avec Google Translate

Fulfills All Our Needs!

Logiciel utilisé toutes les semaines pendant 1 à 5 mois
Publié le 11/07/2019
Provenance de l'avis : Capterra

First of all, the customer service and responsiveness from the team behind QuoteOnSite is incredible and totally refreshing. Our team has been able to request features and report bugs with as little as a simple email and have it taken care of immediately. The product itself is so easy to use! Our whole team is happy with this solution.

Avantages

Price lists with images, Email and PDF options to send to client, sorting quotes by user!

Inconvénients

No drag and drop feature - would be helpful for large quotes with many line items

Traduire avec Google Translate

Réponse de QuoteOnSite

Hi Sara!
Thanks for your great review!

It's been great hearing your suggestions and responding to your bug reports!

Drag-and-drop, aye?

We'll look into it!

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.

Traduire avec Google Translate

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

QuoteOnSite - Prix

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

Starting from £35 per month.

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 contacts
  • Gestion des leads
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Monitoring
  • Outils de collaboration
  • Rapports et statistiques
  • Rapports sur les ventes
  • 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

  • Advanced Team management
  • Minimal-to-no training required
  • In-built messaging for enhanced tracking
  • Import prices into Price Lists.

  • Integrate the in-built Smart Form to your website for RFQ's and RFP's

  • Built for growing to large, high-performing teams.
  • 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

    Starting from £35 per month.

    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 :

    Stripe, Veeqo

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

    Ressources d'aide disponibles pour QuoteOnSite :

    FAQ, Support en ligne

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