QuoteForm

QuoteForm: Quoting and Proposal Software

QuoteForm is a quoting and proposal software that helps businesses create, send, and e-sign quotes and proposals. It includes features like customizable templates, real-time notifications, integration with CRMs, and analytics.

What is QuoteForm?

QuoteForm is a cloud-based quoting and proposal software designed to help sales teams streamline the process of creating, sending, and closing deals. With QuoteForm, businesses can:

• Build customizable quotes and proposals using professionally-designed templates
• Insert products, services, and pricing from their catalogues
• Send quotes and get notifications when prospects open, view, or sign them
• Set up conditional logic, dynamic pricing, and expiry dates on quotes
• Allow prospects to accept, reject, comment or e-sign quotes online
• Integrate bid data with popular CRMs like Salesforce and HubSpot
• Track real-time analytics on quote performance - views, responses, and close rates

Key features include: drag and drop editor, customizable branding, products/services catalogue, notifications and reminders, e-signatures, CRM integrations, quote analytics dashboard among others. Industries that QuoteForm is suited for include IT services, marketing agencies, business consultants, construction companies, and more.

With QuoteForm, sales reps can create quotes 50% faster, close deals 5 times faster, and grow their business's revenue. It's an easy to use, affordable solution for streamlining sales workflows.

QuoteForm Features

Official Links