Automation

Get a custom quote tool. With an agent that reads the inquiry.

A quote tool that calculates with your prices, volume tiers and surcharges, and puts the quote in your own layout.

What the quote tool does.

  • Inquiry

    The customer or your salesperson picks options, step by step. Only the questions that matter.

  • Calculation

    The tool calculates with your prices, price tiers, surcharges and exceptions. The same way every time.

  • Quote

    A quote in your brand style, with the customer's details, your terms and a button to accept.

  • Follow-up

    You can see whether it's been opened. If it goes quiet, a reminder goes out and everything is in your CRM.

FAQ

Questions we get a lot.

How is this different from quoting software?

Quoting software is an off-the-shelf package: you adapt the way you work to the package. A custom quoting tool uses your own pricing rules and options.

Can a customer fill it in themselves on my site?

Yes. You choose whether they see a price straight away, or whether the inquiry comes to you first.

Does the quote go out automatically?

Only if you want it to. By default you check it and send it yourself.

Does it always have to produce an exact price?

No. For custom jobs the tool shows an estimate and the complete inquiry comes to you.

Start the Business Health Check