Professional sales quotes can be easily created in 2 minutes
Quote Management 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.
Modern businesses can no longer survive with generic contents. Sending personalized offers is essential to gain customers trust.
You can design and produce PDFs with your company’s style and colors, as well as create a new 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.
Once the offer is ready you can send it to the customer with just one click, without leaving Onpipeline.
A pricebook helps you prepare offers quickly. You can add items to Onpipeline, or create them on the fly without using 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 revisions during negotiation! You can create multiple quotes for a single opportunity. This is often done because sales is an iterative process.
Each saved quote creates a new version that can be consulted. For each deal, the history with previous quotes is always visible.