Don't let complex quoting hold you back.
Imagine quoting for your most complex jobs with pinpoint accuracy, and then converting them into orders in minutes. With Quotis you can.
Quoting & estimating software that turns your business into a selling machine.
If you sell products or services that are designed to custom specification, you already know that estimating and quoting can be a time consuming exercise. Quotis is an all-in-one estimating and quoting solution that can quickly create accurate quotes and convert them into sales.
- Create and send complex quotes in minutes.
- Eliminate inaccurate estimates.
- Track sales performance with real time reporting.
- Turn quotes into sales with an interactive, customer focused sales portal.
Powerful enough to handle the most technical enquiries. Simple enough to free up your most experienced staff.
Traditional estimating systems rely on experienced users to understand the customer requirements then put together a solution. This means that technical staff are tied up with estimating, instead of other areas where they could add more value.
Quotis gives anyone in your team the power to turn enquiries into sales.
Product configurator.
Our guided product configurator is powerful enough to handle the most complex calculations and is flexible enough to suit almost any product or service.
Guided estimating.
Users generate an accurate estimate by answering simple questions. Quotis will make decisions based on predetermined properties and calculations.
Customer quote portal.
Quotes can be authorised and uploaded to the online portal where the customer can choose options, discuss the details, and then accept or request a revision.
Intuitive reporting.
See the status of current quotes, including customer activity, and report on the value and status of all open and historic projects with ease.
Want to see more? See our features page.
Different industries, similar problems.
Quotis can be tailored to suit a variety of industries across manufacturing, supply & fit, professional services, engineering, and construction. No matter what industry you operate in, Quotis can help you to convert more sales.
Slow quoting helps your competitors.
If you're taking too long to respond to enquiries, or not quoting at all, your competitors are mopping up your leads.
Inaccurate estimates erode profit.
Manual processes can easily introduce mistakes, resulting in underpriced projects (lost profits) or overpricing (losing clients to competitors).
Poor visibility creates chaos for teams.
Disjointed communication and lack of a central platform can lead to confusion, version control issues, and missed deadlines.
Long sales cycles kill conversions.
Selling complex products and services requires lots of liaison between customer and supplier. Sales can go 'cold' if customers lose interest in the process.
Wondering whether Quotis is right for you? See our typical industries.
Why Quotis?
Say goodbye to unreliable spreadsheets. Quotis is able to turn the most complicated calculation logic into a series of simple questions.
- Powerful enough to handle any calculation.
- Allows the creation of user defined variables and properties, specific to your business.
- Add filters, cumulative values, logical decisions and item selections.
- Handles sub assemblies and associated items.
- Standardise and simplify the estimating process for non-expert users.
Make bottlenecks a thing of the past. Easily generate accurate quotes and free up your team to focus on closing deals and completing projects.
- Generate quotes from estimates quickly with templated quote designs.
- Add attachments and supporting documents such as drawings or brochures.
- Include alternative options or add-ons that give the customer more choice.
- Remove the need for creating multiple variations of quotes.
- Track all communication with the customer in one place with our online sales portal.
Keep your finger on the pulse of your business. Gain valuable insights into customer activity and sales performance instantly.
- Track individual quote progress and see customer activity.
- Analyse win/loss reasons to get a clear idea of your competitive advantage.
- See the value and progress of existing projects and predict future sales.
- Approve quotes before they go out to remove mistakes.
Streamline your sales process, leading to faster decision-making and higher conversion rates.
- Respond to enquiries quickly and clearly present all options to avoid confusion.
- Give the customer the power to easily review all available options.
- Get insight into customer activity and gauge interest.
- Respond quickly to any questions with activity alerts.
Scale up confidently with a solution that can evolve with you as you grow.
- Remove over-reliance on key individuals by standardising complex processes.
- Grow without limitations in your quoting process holding you back.
- Rise above skills shortages in the job market by turning anyone in your business into a skilled estimator.
- Easily adapt Quotis as your business introduces new products and services.
- Get ahead of the competition by offering a better customer experience.
We do the hard work for you. Our experts will manage every aspect of your implementation.
A successful implementation starts with understanding your business. Our experts collaborate closely with you to map your unique needs into a powerful Quotis solution.
We also offer expert training and guidance, empowering your team to drive sales.
We want you to focus on what truly matters – your core business operations and driving growth, while we handle the complexities of streamlining your quoting process.
Frequently Asked Questions
Quotis is a software system that simplifies complex quoting processes. It combines a powerful guided estimating system with an online quote platform that drives conversions.
Quotis benefits any business that creates quotes for complex projects, services, or products. This can include installation, engineering, IT, manufacturing, construction, and professional services. If your business is taking too long to create estimates, produce quotes, and chase customers for a response, then Quotis can benefit you.
We do the hard work for you. We work with you to understand your specific quoting process and translate it into a ‘Build Flow’ that is customised for your business. We also provide training to ensure your team feels comfortable using the software.
No. Our user-friendly interface and guided estimates are designed for anyone in your business to easily create quotes, regardless of their technical experience.
Our ‘Build Flow’ system handles all of the complex logic you would normally need to build in a spreadsheet, including calculations, filters, item selection, properties and variables. The output from this process is a series of simple questions that users can answer to get an accurate quote. We then make it simple for quotes to be accepted by the customer in an online sales portal.
By streamlining and speeding up the quoting process, Quotis allows you to send proposals faster, leading to quicker customer decisions and higher conversion rates. Presenting different options to the customer also offers upsell opportunities and removes the need to create multiple quote variations.
Our onboarding process is designed to be smooth and efficient. We work closely with you to understand your needs, customise your Build Flows, and train your team on how to use the software effectively.
Yes, we are on hand to assist with any questions or queries you have. As part of your ongoing subscription we will also assist you with changes to your estimating process, including the addition of new product lines, or tweaks to your current offering.