Feature Overview

Bundles

Simplify the quote by combining products or services into a bundle.

Product Configurator

Create configurable products and services to automate the pricing calculation.

Smart Templates

Custom quote or proposals built to fit common job types.

E-Signatures & Agreements

Collect digital signatures on accepted service agreements.

Product Cloud (Etilize)

+20m Product Catalogue to integrate with your distributor(s) for real-time pricing and inventory.

Optional Items

Include cross-sell and upsell opportunities on the quote itself.

Single Select

Single Select (also known as radio button) is an efficient way to present more than one purchasing option on a Quote or Proposal.

Payment Processing

Integrate your current merchant account and collect a deposit or payment in full at the time a quote is accepted.

Beautiful Sales Proposals

Custom branding options for quick quotes and formal proposals.

Discounts

Issue and manage internal discount codes for sales, campaigns or negotiation.

Enhanced Security

PCI Compliant, Multi-factor authentication and daily off-site backups.

Quote Sections

Drag and drop sections to keep complicated quotes organized.

Manager Approvals

Set custom rules to trigger an approval on quotes and proposals before sending to a client.

Reporting & Analytics

Know your closing rate, identify top performing users, products and services.

Cost & Margin Tracking

Keep an eye on the important sales metrics without having to access the books.

Email Tracking

Know when your quote was delivered and opened, so you can time your follow up.

Multi-Currency Support

Use your customers’ local currency and have control over the conversion rate.

Sales Tax Settings & Shipping

Add multiple tax lines and customize the rate down to county or jurisdiction.