QuoteOnSite Features

QuoteOnSite

Quote and Proposal Management Software for Teams

4.87/5 (39 reviews)

Competitor Feature Comparison

Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Automated Quoting
Billing & Invoicing
CRM
Cataloging/Categorization
Client Portal
Collaboration Tools
Contact Management
Content Library
Content Management
Contract/License Management
Customizable Branding
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Management
Guided Selling
Invoice Management
Invoice Processing
Knowledge Base Management
Pipeline Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Product Catalog
Progress Tracking
Proposal Generation
Quotes/Estimates
RFP Management
Recurring/Subscription Billing
Reminders
Renewal Management
Reporting & Statistics
Reporting/Analytics
Sales Automation
Sales Reports
Template Management
Templates
Third Party Integrations
Version Control
Workflow Management
Learn moreCompare App
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Automated Quoting
Billing & Invoicing
CRM
Cataloging/Categorization
Client Portal
Collaboration Tools
Contact Management
Content Library
Content Management
Contract/License Management
Customizable Branding
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Management
Guided Selling
Invoice Management
Invoice Processing
Knowledge Base Management
Pipeline Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Product Catalog
Progress Tracking
Proposal Generation
Quotes/Estimates
RFP Management
Recurring/Subscription Billing
Reminders
Renewal Management
Reporting & Statistics
Reporting/Analytics
Sales Automation
Sales Reports
Template Management
Templates
Third Party Integrations
Version Control
Workflow Management
Visit WebsiteCompare App
Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Automated Quoting
Billing & Invoicing
CRM
Cataloging/Categorization
Client Portal
Collaboration Tools
Contact Management
Content Library
Content Management
Contract/License Management
Customizable Branding
Customizable Templates
Data Import/Export
Digital Signature
Discount Management
Document Generation
Document Management
Document Review
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Management
Guided Selling
Invoice Management
Invoice Processing
Knowledge Base Management
Pipeline Management
Price / Margin Management
Price and Cost Calculations
Pricing Management
Product Catalog
Progress Tracking
Proposal Generation
Quotes/Estimates
RFP Management
Recurring/Subscription Billing
Reminders
Renewal Management
Reporting & Statistics
Reporting/Analytics
Sales Automation
Sales Reports
Template Management
Templates
Third Party Integrations
Version Control
Workflow Management
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QuoteOnSite Feature Reviews

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

Tim M.

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
Julia M.

Using Quote on site on client sites

2018-12-20

We are using Quote on Site on our large client sites to quote for additional works. 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
Sara G.

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
Garan S.

Double Thumbs Up from a Videographer

2019-06-13

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

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
Paul D.

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
Glen C.

Platinum Facilities

2019-11-25

By switching our quote management process to QuoteOnSite, we have completely eradicated our siloed documents with all our quotes and proposals now managed from a centralised platform.

Pros

Ease of use and out of the box it met most of our requirements. Also, customer service is second to none!

Cons

Template library could be improved, but I am sure this will over time.

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 great review Glen!
It's been a real pleasure working with you and the team so far - here's to a long and fruitful partnership!

The QoS Team

Read more
Hesaan S.

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
Phoebe J.

Quoting made easy

2017-05-09

Pros

A great tool, and great value for money, with exceptional customer service.

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
Resham G.

Great Quotation tool

2020-01-03

The ability for my team to do professional quotes from anywhere and from their portable devices is a big value add and productivity difference to the organisation.

Pros

It is very intuitive to use. Well made, stable solution. My team loves QUOTEONSITE and thanks me everyday for implementing it.

Cons

They lack some reporring, which i understand is in the pipeline.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Thanks for your review, Resham!
Your requests and suggestions have certainly helped make QuoteOnSite a much better B2B tool.

Here's to many more years of fruitful partnership!

The QoS Team

Read more
Dan S.

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
Tom R.

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
Lesego K.

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
Rob L.

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
Amy T.

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
charly c.

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
Keith D.

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
Joseph L.

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
Natalie J.

Does what is says on the tin!

2019-09-10

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

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

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

Read more
Liam H.

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

2017-04-28

Sped up my quoting to customers and increased acceptance of quote figures. I no longer spend time amending a template invoice to send out. It's now all in one place.

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
Johan S.

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
Carly A.

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
John D.

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
Chris M.

Excellent product

2018-12-20

Excellent support, friendly service, couldn’t have wished for an easier system to implement

Pros

Ease of use Fantastic customer support from the team

Cons

can’t think of anything negative

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Thanks for your review Chris!
Glad you're getting good use of the software.

Happy quoting,
The QoS team.

Read more
Simon W.

Awesome Software Platform

2017-04-03

I've been using Quote on site for a month now,it's a great product for any self employed company out there,it's great for quotations and also turning that quote into an invoice once excepted by your customer,it's made my life so much easier.

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


Hi Simon,

Glad you find the software so useful!

We'll keep working to get the "Ease of use" and "Features/Functionality" ratings to 5 stars for you ;-)

The QoS Team.

Read more
Janis V.

Great software

2019-12-20

Quote on site makes my Landscaping business look professional.

Pros

Simple, very easy to use.

Cons

I really do think software is just great!

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
Source: Capterra
Helpful?   Yes   No

Response from QuoteOnSite


Hi Janis
It's great to hear how QuoteOnSite is helping with your business.

Thanks for sharing :)
The QuoteOnSite Team

Read more