Quoting Made Easy
Impress your potential customers with quotes that look great, are content rich and in their hands in moments. Australia's best Quoting tool for MYOB and XERO
Branded Quote Templates
Have quotes that fit your brand and supports your business
Lift the quality of the quotes you send to customers that are branded and include images and content that get the deal over the line.
Quote Fast and Win
Once set up you'll have the ability to get the quote out fast
We make quoting easy because its linked to your inventory, built in freight quoting and the quotes can be sent via SMS or email and viewed and paid for online.
Save Data Entry
Reduce the overhead and data entry at the same time.
Quotes once accepted and/or paid for are converted to an invoice and synced with your accounts.
Quotes customers can accept on the go
Smart and Fast Online Quoting
- Fast to set up, use your own brand, logo and images
- Supports simple quotes & configure, price and quoting (CPQ)
- Changes can be made by you, the customer or a colleague
- Send by email or text (SMS) and viewed anywhere
- Convert to invoice & accept card payments online.
- Sync with accounting software (Xero as well as MYOB)
- Get reminded to follow up with customers on overdue invoices
- Have your product list imported from your accounting system
- Process all orders in one spot including from manual, portal, WooCommerce, and Insta-buy forms.
Generate professional quotes that your clients can accept and pay online and easily manage fulfilment and delivery of their order.
View, download and edit your branded templates for invoices, sales orders, quotes and purchase orders.
Pushing leads through your sales funnel with smart lead scoring, lead allocation and follow up; making it easier to sell at scale and grow your business.
Customers can view service tickets, buy products, download or pay quotes & invoices.
Real-Time Inventory visibility, availability, prices and backorder management reducing the reason not to sell instantly
Customise quotes with your branding ready for instant send and acceptance.
Bring your product lists into CRM for easy quoting and selling either direct or through portals or online shopping pages.
Track and manage every sales opportunity. Visualise the status of your opportunities through each stage giving teams maximum chance for a successful close.
Manage multiple sales pipelines with drag and drop Kanban. Have unique stages for each type of lead.
Share and manage contact information so your team always have real-time customer data at their fingertips.
Streamline and save on double entry with accounting integrations.
We made running regular billing for products or services easy. Supports credit card payments and bank transfers
Each customer can have their own credit limits which means you can minimise incoming revenue risks on slow or poor payers.
With automatically issuing of invoices and the invoice reminder system, receiving payments swiftly from customers has never been easier.
Regardless of where the data lives or created it is shared saving rekeying into multiple systems.
Financial data is made available in MYOB CRM, Outlook addon and portal so no need to constantly log into accounting software.