“Using saved templates has saved me hours of time each month. ”

I’ve created templates for all my services and can now create a quote in a matter of seconds. As a designer, creating proposal documents is something I’ve always done, but now I’m able to see when my clients have opened my quote, how many times they’ve viewed it and give them optional extras and upgrades so they have control over what services they want to accept.

I’ve not only increased the number of new client wins, but I’m also selling more add-on services than I ever was before. Big thumbs up from me.

Tony Dennell
Lucid Theory

“Using saved templates has saved me hours of time each month. ”

I’ve created templates for all my services and can now create a quote in a matter of seconds. As a designer, creating proposal documents is something I’ve always done, but now I’m able to see when my clients have opened my quote, how many times they’ve viewed it and give them optional extras and upgrades so they have control over what services they want to accept.

I’ve not only increased the number of new client wins, but I’m also selling more add-on services than I ever was before. Big thumbs up from me.

Tony Dennell
Lucid Theory

31%

Increase In
Quote
Conversions

12hrs

Saved Per
Month Creating
Quotes

49

Accepted
Quotes (To
June 2019)

100%

Happy
Customers 

Delivery Quotes Directly Into Customers Inbox

Once your quote is ready, preview and hit send,
delivering your quote directly to your customers’ inbox.
They will receive a personalized link to view their quote
online using any device. Nothing to download, nothing
to install, they can even print the quote or save it as a
PDF.

Delivery Quotes Directly Into Customers Inbox

Once your quote is ready, preview and hit send,
delivering your quote directly to your customers’ inbox.
They will receive a personalized link to view their quote
online using any device. Nothing to download, nothing
to install, they can even print the quote or save it as a
PDF.

Get Notified As Soon As They’ve Opened Your Quote

Eliminate the ‘have you received my quote?’ calls, as
you will be notified by email immediately after your
quote has been opened. You can even see how many
times your a quote has been viewed and when it was
viewed, giving you useful insights into your customers
interest in your quote.

Get Notified As Soon As They’ve Opened Your Quote

Eliminate the ‘have you received my quote?’ calls, as
you will be notified by email immediately after your
quote has been opened. You can even see how many
times your a quote has been viewed and when it was
viewed, giving you useful insights into your customers
interest in your quote.

Clear Quote Acceptance Button

Give your customers a clear way to accept your quotes
once they are ready to proceed. You will receive
immediate notification via email that your quote has
been accepted and you can then contact your
customer to arrange the next steps.

Clear Quote Acceptance Button

Give your customers a clear way to accept your quotes
once they are ready to proceed. You will receive
immediate notification via email that your quote has
been accepted and you can then contact your
customer to arrange the next steps.

Clear Quote Acceptance Button

Give your customers a clear way to accept your quotes
once they are ready to proceed. You will receive
immediate notification via email that your quote has
been accepted and you can then contact your
customer to arrange the next steps.

Clear Quote Acceptance Button

Give your customers a clear way to accept your quotes
once they are ready to proceed. You will receive
immediate notification via email that your quote has
been accepted and you can then contact your
customer to arrange the next steps.

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