Quotis

Quotis

Quotis is a quote management and resource platform for creative agencies and freelancers. It helps streamline the quote creation process with features like automatic calculations, customizable templates, and built-in CRM tools.
Quotis image
quotes invoicing crm freelance

Quotis: Quote Management & Resource Platform

Streamline your quote creation process with Quotis, featuring automatic calculations, customizable templates, and built-in CRM tools for creative agencies and freelancers.

What is Quotis?

Quotis is a cloud-based software designed to optimize and automate the quotation and resource management process for creative agencies and freelancers. It provides an all-in-one platform to create, manage and track professional quotes and invoices, eliminating the hassles of spreadsheets and paperwork.

Key features of Quotis include:

  • Customizable quotation templates - Build stunning quotations using sleek templates that can be tailored with your branding.
  • Automated calculations - Quotis instantly calculates totals, taxes and discounts so you spend less time crunching numbers.
  • Version control - Easily edit and iterate quotations while preserving previous versions.
  • Client database and pipeline view - Centralize client communications and get an overview of pending, approved and invoiced quotes.
  • Invoicing integration - Quotis enables creating invoices from approved quotes with a click. Seamlessly send to clients or integrate with accounting software.
  • Notifications and reminders - Never miss a quote approval deadline with customizable notifications.
  • Real-time quote analytics - Track open and click rates to see client interactions.

With its user-friendly interface optimized for speed and convenience, Quotis helps creative professionals focus on more value-added tasks while ensuring a flawless process from quote to invoice to payment.

Quotis Features

Features

  1. Customizable quote templates
  2. Automatic calculations
  3. Built-in CRM
  4. Resource management
  5. Time tracking
  6. Invoicing
  7. Payment processing
  8. Client portals
  9. Collaboration tools

Pricing

  • Subscription-Based

Pros

Saves time creating quotes

Calculates prices and totals automatically

Centralizes client information

Tracks project resources and budgets

Integrates other business systems

Provides transparency to clients

Gets paid faster

Cons

Can be complex for simple needs

Requires training and setup

Monthly subscription cost

Potential for data silos if not fully utilized


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