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Our quotation software is by far the best choice if you are serious about winning more business.

Do you want the best, fastest way to create, send & track sales quotations and proposals?

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Quotation Software

Quotation software

Every minute you spend writing a sales quotation or proposal is another minute you could be spending generating opportunities or closing sales.

A sales quotation or proposal is about much more than the numbers, and more a way for you to stand out from your competition.

You could send a quote typed into an email, or create something in a typed document or spreadsheet, but why waste the time?

IncludedIncluded Sales Automation

Sales Automation

IncludedIncluded Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation


What is a Quotation Software?

Quotation software (or proposal software) is an application or software used to create sales quotations and proposals.

There are many available to use, but not all are created equal. A good software should have versioning, electronic sign off and provide detailed reporting insights into your sales activity too.

Having controls in place for things like approving quotations, managing pricing strategies or access for different team members should be essential considerations for businesses taking their sales process seriously.

What is sales order management?

Key Benefits

Below is a snapshot of some of the most popular key benefits from using the Quotations Module.

Create custom fields

Create custom fields

Do you want to store specific information and details against quotation records?

Create custom fields to match the data requirements you have. Choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.

Configure stripe payments

Take card payments

Are there times when you want to be able to take card payments?

Connect your stripe account and choose to enable payments on all or some quotations to enable customer to pay directly via a secure web page without any involvement from your team.

Automatically schedule tasks and follow up emails

Automate follow-ups

Does your team follow up religiously on each and every quotation?

Create rules for different types of quotes, which can automatically follow up on your sales quotations with well-crafted emails, or create follow up tasks to keep your team on-point.

Completely flexible document templates

Flexible templates

Would you like more control over how your quotations appear to your customers?

Our document templates are fully customisable, giving you full control over exactly what information is displayed and where. You can also change fonts & colours to match your brand & style.


CRM with Quoting Functionality

CRM with Quoting Functionality

Manage all of your customers in one place, with the added functionality of generating quotes and assign them to that customer.

Manage your sales cycle from the moment you receive or create a sales lead, create quotations and/or proposals, and control the next steps in your sales process with ease.

Real-time reporting and leaderboards give you all the information you need.


Quotations & Proposals that win business

Quotations & Proposals that win business

Get stunning quotations and proposals to your customers faster than your competitors.

Use images to make a real impact, and tailor the layout of templates the way you want them to look.

With electronic acceptance and customer customization options – you’re sure to impress.


Quote from any Device

Quote from any Device

Take photos, record details, send a quote or submit it to the office to check. Easily manage photos within the system - from location to quote seamlessly.

Allow sub-contractors to upload photos and drawings directly to your quotes without giving them access to the system or quotes using the Business Management Software's eForms functionality.


Related Modules

These are some of the most common modules where our customers benefit from what the Quotations module offers.

Requests for Quotations

Requests for Quotations

At the click of a button create RFQ’s to your supply chain from the quotation or job. This is ideal for businesses where cost prices fluctuate, or who maybe just wants to negotiate discounts to boost profits.

Jobs/Sales Order Management

Jobs/Sales Order Management

Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.

Task Management

Task Management

Not only can you create and assign tasks, the tasks module is linked to all other modules with advanced options for auto creation and allocation based on defined rules ensuring processes are followed every time.

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