Key Features

• Templates: Create standardized, brand-centric sales quotes, proposals and documents using reusable templates. Customize these to add cover pages, proposal content, instructions and product descriptions. Attach brochures, contracts and other documents. 
• Product Cloud: Include products and services in quotes, access costs and availability in real time, and automatically pull details and images by leveraging integrations with Etilize, Ingram Micro and Tech Data. 
• Product Configuration: Automate complex product pricing according to client requirements. Create selectable options like model, plan, material and size. 
• Digital Signatures: Streamline quote-to-order processes with legally binding e-signatures. 
• Payment Processing: Offer real-time payment processing with multiple gateways and multi-currency support. Clients can click on a secure link to access online checkout pages and complete payments. Receive email notifications post-payment completion. Include recurring fees and deposit options in quotes. 
• Approval Management: Eliminate bottlenecks by allowing team members to create quotes. Automatically receive notifications in case of policy violations. 
• Dashboard and Analytics: Track quotes, sales team performance, costs and margins through intuitive dashboards and reporting modules. Analyze generated quotes, sales and closing ratios with graphs. Search for quotes and customer leads by combining search criteria. 
• Tax Calculations: Accurately calculate quotes based on client location. Create multiple shipping and tax zones with specific countries, states and provinces assigned to them. 
• Discount Codes: Create flexible, reusable discount codes. Offer concessions on products per line item or as a percentage or dollar amount. 
• Security and Backup: Secure organization data with automated backups across multiple data centers. Protect sensitive information like passwords and transactions with bank-level 256-bit SSL encryption and PCI-DSS compliance. Follows keycard and biometric access protocols, with interior and exterior surveillance to protect data centers. 
• Integrations: Connect with third-party solutions like Paypal, Salesforce, Hubspot, Zoho CRM, MailChimp, Highrise, Zapier, QuickBooks Online, Xero, Stripe, Datto Autotask, ConnectWise and more. 

Suite Support