QuoteOnSite Pricing, Features, Reviews & Comparison of Alternatives

QuoteOnSite

Quote and Proposal Management Software for Teams

4.87/5 (38 reviews)

QuoteOnSite overview

What is QuoteOnSite?

Centralised quote and proposal management for your whole team. Create a user hierarchy and segregate data for sub-teams. Use the approval workflow to approve critical documents from team members.

Eradicate long email trails with in-built messaging tools (for you and your client) and add optional items to your quotes that your client can choose.

Receive RFQ's and RFP's directly from your website with the Smart Form integration. Client requests are turned into working documents directly in your QuoteOnSite account.
quoteonsite.com

Pricing

Starting from
£45/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United Kingdom

Supported languages

English
QuoteOnSite screenshotQuoteOnSite screenshot

QuoteOnSite reviews

Excellent
33

Very good
5

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.9
  4.7
  4.7
  4.9
Hesaan Sheridan

QuoteOnSite has turned the chore of quoting into a pleasure.

Used weekly for 6-12 months
Reviewed 2017-11-11
Review Source: Capterra

Makes quoting easier and more proactive and improves efficiency of the quoting process.

Pros
A fantastic product with great customer support and huge potential. It is relatively easy to use and any problems are quickly addressed by the very knowledgeable and attentive customer support team. The most useful feature is being able to stay connected with your quote after it has been sent - QuoteOnSite lets us will know when a customer or client looks at it, so that we can continually learn from be proactive with our quoting process. This feature and the QuoteOnSite system itself is hugely motivating!

Cons
We have our own invoicing system based on Quickbooks which does not integrate with QuoteOnSite, however I understand that this feature is under development.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Sara Garcia

Fulfills All Our Needs!

Used weekly for less than 6 months
Reviewed 2019-07-11
Review Source: Capterra

First of all, the customer service and responsiveness from the team behind QuoteOnSite is incredible and totally refreshing. Our team has been able to request features and report bugs with as little as a simple email and have it taken care of immediately. The product itself is so easy to use! Our whole team is happy with this solution.

Pros
Price lists with images, Email and PDF options to send to client, sorting quotes by user!

Cons
No drag and drop feature - would be helpful for large quotes with many line items

Response from QuoteOnSite


Hi Sara!
Thanks for your great review!

It's been great hearing your suggestions and responding to your bug reports!

Drag-and-drop, aye?

We'll look into it!

Happy Quoting,
The QoS Team

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Keith Davenport

Quotation Records

Used weekly for 1-2 years
Reviewed 2019-01-14
Review Source: Capterra

very good for traceability and follow ups.

Pros
The professional format of the quote on site service displays our company in the best possible manner. The system allows full transparancy to all the sales team and is a major benefit to us all.

Cons
sometimes we don't keep up with the changes to the layout

Response from QuoteOnSite


Hey Keith!
Thanks for your kind words :-)

We're constantly striving for a better user experience and so tweak our layouts and designs to achieve this aim - we hope that the net effective is a positive one!

Happy Quoting,
The QoS Team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Garan Spiller

Double Thumbs Up from a Videographer

Used daily for less than 6 months
Reviewed 2019-06-13
Review Source: Capterra

Using Quote On Site has definitely had an impact, in my first month of using it I won my first £1800 worth of work with a 90% acceptance rate; often being told by my clients how great it was to have a firm sight on all the details. Also, sending a quote and seeing that little email pop up saying your quote has been viewed by your client is a very welcomed site as opposed to my earlier days of wondering if the quote I emailed even got to the client.

Pros
Having only recently started my journey as a videographer it was great to find a quote and invoice management tool that I could used straight out of the box. First off, I love the visuals and interface, it’s fast and simple to use; with more advanced options for those that need it. It was also critical that I had a tool that I could inject my own brand into; add a logo, customise font and colours, it’s all there. It was important to me that not only did my clients have a clear view of their quotes and invoices, I too also needed that solid perspective - the Quote On Site dashboard lets me quickly see where I am at with current and perspective work - I actually find my little ‘Win Rate’ pie chart percentage to be quite motivational.

Cons
Not so much a con, but I would definitely like to see an iOS version of the Quote On Site software sometime in the nearby future.

Response from QuoteOnSite


Hey Garan,
Thanks for the great review!!!

Glad you're finding the software useful and even more pleased that you have no cons!

BUT, all software has it's quirks and when you inevitably find that niggle, we'll be right there to help you over the bump!

Looking forward to seeing your business grow and thrilled to be part of your journey!


Happy Quoting,
The QoS Team.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Natalie Jennings

Does what is says on the tin!

Used daily for less than 6 months
Reviewed 2019-09-10
Review Source: Capterra

Our business needed an affordable flexible quote system and we've found it. Now all our quote information is held in one place for all staff to access. We can easily see the status of a quote and no longer have to trawl through each others emails looking for information for customers. It has provided a professional looking quote to our customers.

Pros
Ease of use Does exactly what its supposed to do Works for our small business Cost - affordable to a start up/new business Flexible Minimal training required

Cons
We haven't found anything that we don't like. There have been a few tweaks that we've needed and Quote on Site made these quickly and anything that we couldn't change on the database they've helped us with simple work arounds. We've discussed and suggested features that would be good to have in future revisions of the software.

Response from QuoteOnSite


Hi Natalie,
Thanks for your great review!

We love hearing your ideas and answering your questions. Users like you really help us improve our product!

Happy Quoting,
The QoS Team

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

QuoteOnSite pricing

Starting from
£45/month
Pricing options
Subscription
Free trial
View Pricing Plans

Starting from £45 per month.

QuoteOnSite features

Activity Dashboard
Automatic Notifications
Customizable Templates
Email Integration

API (163 other apps)
Activity Tracking (74 other apps)
CRM Integration (136 other apps)
Collaboration Tools (62 other apps)
Contact Database (72 other apps)
Contact Management (75 other apps)
Data Import/Export (71 other apps)
Lead Capture (57 other apps)
Lead Management (75 other apps)
Real Time Data (68 other apps)
Reporting & Statistics (75 other apps)
Sales Analytics (72 other apps)
Sales Reporting (67 other apps)
Search Functionality (80 other apps)
Third Party Integration (113 other apps)
Workflow Management (58 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for QuoteOnSite

Key features of QuoteOnSite

  • Forms creation
  • Pricing management
  • Proposal management
  • Customer management
  • Quotes
  • Invoices
  • Messaging tools
  • Templates
  • Dashboard
  • Message viewer
  • Integrated smart contact form
  • Customizable branding
  • Email integration
  • Payment schedules / installments
  • Automatic notifications
  • Costings database
  • Recurring invoices
  • Marketing campaign links
  • Message open / click tracking
  • Records system
  • Document management
  • Invoice processing
  • Quotation tools
  • Interactive quotes
  • Optional terms
  • Automatic invoice generation
  • Message tagging
  • Auto-populated database
  • Enquiry conversion
View All Features

Benefits

Advanced Team management

Minimal-to-no training required

In-built messaging for enhanced tracking

Import prices into Price Lists.
Integrate the in-built Smart Form to your website for RFQ's and RFP's
Built for growing to large, high-performing teams.