Offer Management Software

Professional sales quotes can be easily created in 2 minutes

Offer management software allows you to create business proposals and quickly respond to bid requests. 

You can automate proposal writing, while maintaining a detailed and professional-looking document. 

Quote management is included in standard and advanced accounts.
You can try it free! No credit card required.

Customized offers

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 Quote Approval

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.

Pricebook & Currencies

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.

Quote Versions

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.

Offer Management Software in action

30-day Free Trial - No contract, no credit card, immediate access!

Onpipeline™ is a cloud-based CRM that helps companies improve customer relationships. Sales teams can easily manage contacts, deals, activities, automations, and the entire sales process from anywhere. Should you have any questions about features, pricing or anything else, please contact us.

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