Professional sales quotes can be easily created in 2 minutes
You can automate proposal writing, while maintaining a detailed and professional-looking document.
Modern businesses can no longer survive with generic contents. Sending personalized offers is essential to gain customers trust.
You can customize your offer templates and create PDFs with the style and colors of your company. Also, you can create a different template for each team, use different headers and addresses, and even translate the templates into any language.
Other customizations can be done by you within the UI and full customizations are possible with the help of our support team.
Manager approvals prevents salespeople from sending out-of-standard offers with excessive discounts.
In Onpipeline offers may be subject to team leaders or administrators approval. Whether you want your offers auto-approved or not is up to you. Offers will remain in draft form until approved by the manager.
A pricebook helps speed up the preparation of offers. Items can easily be added in Onpipeline, but you can also create items on the fly without going through the price list.
During offer generation, prices can be automatically converted to any currency – from your account currency – using official exchange rates.
Many clients expect a certain number of revisions during the negotiation. Each saved quote will create a version (revision) that you can always consult. For each deal you will see the history with the previous quotes.