QuoteOnSite Features

QuoteOnSite

Quote and Proposal Management Software for Teams

4.85/5 (34 reviews)

QuoteOnSite Feature Summary

  • 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

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Contact Management (59 other apps)
Customizable Templates (57 other apps)
Data Import/Export (57 other apps)
Email Integration (53 other apps)
Lead Capture (49 other apps)
Lead Management (61 other apps)
Real Time Data (60 other apps)
Reporting & Statistics (59 other apps)
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Competitor Feature Comparison

QuoteOnSite Feature Reviews

25 reviewers had the following to say about QuoteOnSite's features:

Paul Darbyshire

Exellent customer services and support!

2019-01-18

Once your templates are setup it's so easy to add customers and create new quotes quickly and efficiently, this saves me time as a small business.

Pros

The finished quotes look very professional and are aesthetically designed to promote new sales.

Cons

No cons to speak of. The small issues I had were all resolved by their diligent team.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Thank you for your kind review, Paul!

We love getting customer feedback and putting smiles on faces!

Happy Quoting!
The QoS Team.

Read more
Julia Meek

Using Quote on site on client sites

2018-12-20

A key benefit is being able to see from our head office what additional quotes are being generated by each of our sites. Real time visibility over quoting is really useful.

Pros

The site is very visual, you can clearly see all quotes, invoices and the Dashboard gives an overview.

Cons

I would like the ability to filter and export by client so I could just export invoices related to a client.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Julia,
We're pleased your getting value from the software!

We are working on your feature requests as discussed - we're determined to make QoS tick ALL your boxes :-)

Happy Quoting!
The QoS Team.

Read more
Tim Mammatt

Smooth journey for the customer, from quote to delivery!

2018-06-01

Seamless quoting and integration with our order management system,.

Pros

Integrates with Veeqo really well, so no product duplication.

Cons

Not highly customisable at the moment, but the developer is incredibly keen to push improvements. Some small bugs but these are generally fixed quickly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Thanks for the review Tim! We're thrilled you like the software :-)
Keep those suggestions coming - and we commit to squishing those pesky bugs as soon as they arise ;-)

Read more
Hesaan Sheridan

QuoteOnSite has turned the chore of quoting into a pleasure.

2017-11-11

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

Pros

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.

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

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sara Garcia

Fulfills All Our Needs!

2019-07-11

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.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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

Read more
Phoebe Jones

Quoting made easy

2017-05-09

Pros

It is easy to track your quotes and check whether your customers have looked at them, and to follow the whole process through to customer payment, with the option of creating a payment schedule so that payment can be split into smaller installments.

Cons

We've found that it is difficult to engage customers with the software if they have already started a conversation with us through another means, but we are confident that we can solve this by using the software's form facility on our website to make Quote On Site the first point of contact for enquiries.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Phoebe!
Thanks for your feedback!

Let us know if you need any help setting up the contact form - we'd love to help!

Regards,
The QoS Team

Read more
Joseph Lucas

Everything in one place!

2017-04-12

Estimates/Quotes/Invoicing/Messaging/Reminders/tags/notifications. Very easy to use, and it gets better the more you use it and discover its capabilities.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Joseph,

So you love tagging! That's good to hear! :-)
We wondered about how users would apply it and it's been good to see the response to the new functionality.

Thanks for the review, too.

The QoS Team.

Read more
Keith Davenport

Quotation Records

2019-01-14

very good for traceability and follow ups.

Pros

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

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.

Read more
Dan Silver

Simple and effective quoting

2017-10-11

Pros

Love the simplicity and convenience of using this tool. I can use an iPad while out and about and still generate excellent looking quotes in no time at all.

Cons

I think the UI is possibly a little dated, or awkward in places, but it doesn't detract from the usefulness of the product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Dan,
Thanks for the feedback - its good to hear that you find the software so useful ¿

We are always looking to improve the user experience so the software will evolve quickly.

Regards,
The QoS Team.

Read more
Garan Spiller

Double Thumbs Up from a Videographer

2019-06-13

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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.

Read more
Liam Hover

Very easy to use system with minimal clicks between pages. A very clean experience.

2017-04-28

I no longer spend time amending a template invoice to send out.

Pros

You can store customers information, ready to populate a new quote. The design looks professional.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Thanks for the feedback Liam!

We're pleased with the positive responses so far!
Let us know if you come across anything you think we can improve - we're all ears!

The QoS Team

Read more
charly cole

fantastic softwear

2017-02-23

used it as a trial and now i have replaced all my quoting/invoicing, client database and messaging with it. brill bit of kit for the money

Pros

saves time

Cons

none

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering QuoteOnSite

once you familarise yourself with it your systems will be steamlined

Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Charly,
Thanks for the review and we're glad you like the software!

The QoS Team

Read more
Rob Langton

Perfect addition for a paperless office.

2017-10-15

Paperless and well organised solution for quoting.

Pros

Wanting, but having zero knowledge of creating a database to also manage and organise this sort of data and documentation led me to testing several pieces of software, where QoS showed to be a promising choice.

Cons

Lacks a few features that other softwares may currently offer, but still hard to criticise with a proactive developer on an evolving platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tom Randall

QuoteOnSite is a great way to track and manage all your Quotes in an easy to use platform

2017-08-29

We were able to consolidate all the companies quotes in one easy to use place

Pros

The simplistic and easy to use platform and the useful dashboard that shows invoices sent out and accepted etc

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Tom,

We're thrilled that you've chosen to use QuoteOnSite!

Looking forward to having you all on-board!

Regards,
The QoS Team

Read more
Amy Thompson

Quotes and invoicing doesn't get easier than this!

2017-02-26

The instant notifications are extremely helpful as well as the customisable instant replies.

Pros

Instant notifications to when quotes and invoices have been read.

Cons

N/A

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Amy,

Thanks for the review! Let us know if there's anything we can do to help if you ever need us!

The QoS Team.

Read more
Lesego Kehositse

Easy to use when you're always on the road. App light weight but packed with solutions.

2018-06-05

On the run Quotes & Invoices services

Pros

easy to use always available accurate very responsive.

Cons

auto complete feature clashes with my phone's one.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Thanks for your Review, Lesego!
We're glad you find the app useful :-)

We'll keep working hard to earn those missing stars!

Happy Quoting,
The QoS Team

Read more
Carly Allchurch

Accountancy quotes

2019-06-17

We have received really good customer service and any questions we had when we initially started using the software were addressed promptly by the Quote on Site team.

Pros

It allows us to integrate technology easily into our business.

Cons

No feedback on this to date. We ensure we feedback any comments to the Quote on Site team should they arise.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Carly,

Great to have you on board!
It's great to see just how you've leveraged the features of QuoteOnSite to run your accountancy practice.

As usual, we are here for help and support!

Happy Quoting,
The QoS Team.

Read more
Johan Skre

A great way to communicate with customers!

2017-04-27

It helps me look professional, keep track of margins, keeps me organised and saves me lots of time!

Rating breakdown

Value for money
Ease of use
Features
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Johan,

Thanks for the feedback - we hope it helps photographers looking for quote/invoice software online!

Many thanks,
The QoS Team.

Read more
Natalie Jennings

Does what is says on the tin!

2019-09-10

We can easily see the status of a quote and no longer have to trawl through each others emails looking for information for 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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jay Powrie

Easy-to-use software that has made our quotes and invoices look so much cleaner.

2017-06-21

Pros

It remembers previous costings so that inputting prices for specific goods or services becomes quicker over time. We love the fact that once a client has accepted your quote, the invoice is generated for you.

Cons

We initially has a couple of functionality problems, with customising invoice numbers being somewhat complicated and terms and conditions not be set for each quote.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Jay,
Thanks for your feedback! We've appreciated your comments and ideas :-)

We hope the software now does everything you want it to!

Regards,
The QoS Team.

Read more
Ben nolan

Great software

2019-06-12

Great way too create professional quotations and in the process saves a lot of time with pricing materials.

Pros

Simple and easy too use and creates good professional quotation for my customers

Cons

There's Nothing not too like about software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hey Ben,

Glad the software is delivering the value you expect :-)

Happy Quoting,
The QoS Team.

Read more
Matthew Jones

Amazing software, game changer for quoting and invoicing!

2017-07-06

Gaining valuable time and a huge amount of hassle has been removed from the quoting area!

Pros

Free's up so much time and hassle going through individual items and costs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Matthew,

Thanks for the great feedback!
We're pleased you're finding the software so useful.

If you come round to finding any areas of improvement, we'd love to hear it!

Regards,
The QoS Team.

Read more
Amit Ghelani

Quote on site is exactly what our business was looking for. We have already had a great ROI

2018-06-25

ROI on the first quote we sent out. Great conversion rate thanks to the clever visuals and ease of use for our clients and potential clients

Pros

The quotes are visual thanks to the ability to add graphics and images to the quote as well as the templates so we don't have to re enter the same information over again.

Cons

Takes some getting used to and finding all the options. A library of how to videos or help documents would be an advantage, however anytime we have gotten stuck, help has always been available.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Amit,
Thanks for your great review - makes us feel all warm and fuzzy :-)

Regarding helpful resources; we're on it!
We've spent a whole bunch of time making sure that the app is intuitive from the off but we admit that some of the less obscure features could be highlighted even better!
We're on it!

Thanks again!

Happy Quoting,
The QoS Team

Read more
John Davies

Easy to use when you know how, persevere it is worth the wait

2017-06-23

Easy of use Stores all relevant info in one area

Pros

Everything is get in one area. Quotes easy to use, invoice generated from the quote, Really easy to use

Cons

Only thing we have found is you can;'t add items into the quote where you would like only adds at the end.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi John,
Thanks for your review!

We're pleased that you find the software useful and you've got to grips with it.
Over the last few weeks, we've been focussed on improving the experience of the software for first-time ad experienced users.

We hear you about the lack of functionality to re-order your cost items once they've been added - as a matter of fact, we're working on this RIGHT NOW to get those extra stars on your review :-) It'll be released this coming week - hope you like it!

Edit (30.08.2017)
We released the ability to re-order some items a while ago! Hope it's proving useful?


Regards,
The QoS Team

Read more
Tamsin Leech-Griffiths

Quoting tedium solved!

2017-02-22

As an interior designer I want to spend my time being creative and getting on with the job!

Pros

ease of use

Cons

I didn't find it sooner

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Tamsin,
Thanks for the review! We're pleased that you find the system intuitive to use - we've worked hard on that!

Just let us know if you ever need any help.

The QoS Team.

Read more