QuoteOnSite

¿Quién usa QuoteOnSite?

Herramientas profesionales de ventas para emprendedores solos y empresas.

¿Qué es QuoteOnSite?

Crea cotizaciones en minutos (¡en serio!) y envía facturas generadas automáticamente cuando se haya aceptado una cotización. Crea calendarios de pago para la facturación a plazos, utiliza precios diferentes para comercios minoristas/mayoristas, aplica descuentos para clientes con niveles de precios e incluye elementos opcionales que tus clientes pueden seleccionar. Persigue a los clientes que no responden con avisos automáticos de cotizaciones y facturas, da a los clientes la libertad de crear las propias cotizaciones con un formulario de contacto inteligente.

Información sobre QuoteOnSite

QuoteOnSite

https://quoteonsite.com

Fundada en 2016

Asistencia

  • Horas laborables
  • En línea

Implementación

  • En la nube, SaaS, web

Formación

  • En persona
  • En vivo en línea
  • Documentación
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Resumen de precios de QuoteOnSite

QuoteOnSite no tiene versión gratuita, pero ofrece una prueba gratis.


Versión gratuita

No

Prueba gratis

Funciones de QuoteOnSite

  • Biblioteca de contenidos
  • Colaboración
  • Control de versiones
  • Firma electrónica
  • Gestión RFP
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de flujos de trabajo
  • Gestión de la base de conocimiento
  • Gestión del pipeline
  • Modelos
  • Registro de auditoría

Lista completa de Software de gestión de ofertas

  • Configurador de productos
  • Creación de marca personalizable
  • Gestión de catálogos
  • Gestión de contactos
  • Gestión de descuentos
  • Gestión de precios
  • Portal de clientes
  • Presupuestos automatizados

Lista completa de Software para Presupuestos

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Opiniones de QuoteOnSite

Mostrando 5 de 38 opiniones

En general
4.9/5
Facilidad de uso
4.7/5
Atención al cliente
4.9/5
Funcionalidades
4.7/5
Relación calidad-precio
4.9/5
Hesaan S.
Director
Ha utilizado el software durante: 6-12 meses
  • Calificación global
    5/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    5/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 11/11/2017

"QuoteOnSite has turned the chore of quoting into a pleasure."

Comentarios: Makes quoting easier and more proactive and improves efficiency of the quoting process.

Puntos a favor: A fantastic product with great customer support and huge potential. It is relatively easy to use and any problems are quickly addressed by the very knowledgeable and attentive customer support team. The most useful feature is being able to stay connected with your quote after it has been sent - QuoteOnSite lets us will know when a customer or client looks at it, so that we can continually learn from be proactive with our quoting process. This feature and the QuoteOnSite system itself is hugely motivating!

Contras: We have our own invoicing system based on Quickbooks which does not integrate with QuoteOnSite, however I understand that this feature is under development.

  • Fuente de la reseña 
  • Publicado el 11/11/2017
Sara G.
Marketing Coordinator
Hostelería, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
  • Calificación global
    5/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    5/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 11/7/2019

"Fulfills All Our Needs!"

Comentarios: 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.

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

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

Respuesta de proveedores

por QuoteOnSite el 12/7/2019

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

  • Fuente de la reseña 
  • Publicado el 11/7/2019
Keith D.
director
Materiales de construcción, 13-50 empleados
Ha utilizado el software durante: Más de un año
  • Calificación global
    4/5
  • Facilidad de uso
    4/5
  • Características y funcionalidades
    4/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    4/5
  • Probabilidad de recomendación
    8/10
  • Fuente de la reseña 
  • Publicado el 14/1/2019

"Quotation Records"

Comentarios: very good for traceability and follow ups.

Puntos a favor: The professional format of the quote on site service displays our company in the best possible manner. The system allows full transparancy to all the sales team and is a major benefit to us all.

Contras: sometimes we don't keep up with the changes to the layout

Respuesta de proveedores

por QuoteOnSite el 21/1/2019

Hey Keith!
Thanks for your kind words :-)

We're constantly striving for a better user experience and so tweak our layouts and designs to achieve this aim - we hope that the net effective is a positive one!

Happy Quoting,
The QoS Team.

  • Fuente de la reseña 
  • Publicado el 14/1/2019
Garan S.
Videographer
Diseño, Trabajador autónomo
Ha utilizado el software durante: 1-5 meses
  • Calificación global
    5/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    5/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 13/6/2019

"Double Thumbs Up from a Videographer"

Comentarios: 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.

Puntos a favor: 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.

Contras: 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.

Respuesta de proveedores

por QuoteOnSite el 2/7/2019

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.

  • Fuente de la reseña 
  • Publicado el 13/6/2019
Natalie J.
Office Manager
Construcción, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
  • Calificación global
    5/5
  • Facilidad de uso
    5/5
  • Características y funcionalidades
    5/5
  • Asistencia técnica
    5/5
  • Relación calidad-precio
    5/5
  • Probabilidad de recomendación
    10/10
  • Fuente de la reseña 
  • Publicado el 10/9/2019

"Does what is says on the tin!"

Comentarios: 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.

Puntos a favor: 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

Contras: 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.

Respuesta de proveedores

por QuoteOnSite el 26/11/2019

Hi Natalie,
Thanks for your great review!

We love hearing your ideas and answering your questions. Users like you really help us improve our product!

Happy Quoting,
The QoS Team

  • Fuente de la reseña 
  • Publicado el 10/9/2019