The Ultimate Cloud Accounting Suite

Feature
Quoting made easy

Screens that enable your teams to quickly create quote and send for e-sign. Your clients review and accept the quote right from their phone. No faxing, scanning, or printing required.

Feature
Right Services

Easily help sales person and account manager to select the right products and services with a step-by-step configuration wizard based on number of bank transactions and No of employees.

Feature
Quote Generation

Create accurate, branded quotes in one click, with options to hide or reveal discounts and quote lines.

Feature
Email Quote for e-Sign

Pause quote and resend quote. Get email notification once client sign the contract.

Feature
Edit Quote multiple times

Edit a quote multiple times as a sale progress initially.

Feature
Email Reminders

Reminder emails can be sent automatically to your clients after a certain number of days requesting e-sign.

Feature
All Your Quotes and Contract in one place

All your quotes will be in the same place. So, team members can easily access quotes and contracts under documents module.

BOOK A DEMO

Book a free demo

Be sure to ask for a free trial at the end of your demo to take the software for a spin yourself!

Recent Blogs

Audit Reports: Types, Advantages & Limitations of Audit Report
30 Oct, 2019
Audit Reports: Types, Advantages & Limitations of Audit Report

What is an Audit Report?  Audit report is a report prepared by the auditor covering company’s assets &…

Small Employers Relief
10 Sep, 2019
Small Employers Relief

Employer’s Eligibility for Small Employers Relief (SER)  An employer qualifies for Small Employers Relief (SER) in case he/she…

Shared Parental Leave and Pay
28 Aug, 2019
Shared Parental Leave and Pay

How Shared Parental Leave & Pay works? In case you are having a baby or adopting a child,…

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