If you want to have customers, you need to get quoting right.
This means your potential customer needs to get all the relevant information about your product as fast as possible to make an informed buying decision. This starts with a solid lead capture form and ends with a signable pdf proposal.
You can streamline this entire process with ConvertSite’s proposal software.
Level up, keep your paperwork professional, and boost the reputation of your business.
Instant quote generation
Revolutionize your sales with the ability to create and send signable, professional PDF proposals in moments. Impress prospects with swift, personalized responses that outpace competitors and turn inquiries into sales.
Dynamic Online Quotes
Incorporate the functionality of online calculators within your quotes, allowing clients to interact with and understand pricing structures effortlessly and come away with a tailored quote.
Error-Free Precision
Ensure accuracy with automated calculations and data integration. Minimize human error and provide your clients with reliable, detailed breakdowns of products, services, and totals to help them make an informed buying decision.
“We were spending 3-7 days to price and quote a project. With our lead funnel, it's completely automated.”
Get beautiful, personalized proposals out the door in no time. Create professional, error-free documents with pre-built templates, customizable styling, drag and drop library of page elements, signature functionality, and data from your quote calculator.
Automate your quoting_
Spend less time writing proposals
With our proposal software you can automate all the boring parts of your sales process. From lead capture to PDF proposals. This means more time for more important things.
Online pdf quotes_
Unprecedented power and flexibility
We have reinvented the pdf quote and made it ready for the 21st century. Our pdf quotes are essentially online pages, that have all the functionality of regular website calculators. The calculator + print button gives you the power of a web calculator and the aesthetics of a pdf document.
A pdf proposal gives your leads a summary and details about products and services that they are considering. It can give a breakdown of prices, discounts, and totals of those items. With a professional pdf-quote, you can also make sure you give accurate information to your customers and give them the information quickly in a standard format. A typical PDF quote contains the following items:
a list of products and services you’re quoting
the prices and discounts on those items
the totals and subtotals
a summary of products and services
any important terms and conditions
additional specification documents for review
a signature block
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How Do I Create a PDF Proposal with ConvertSite?
You can create a pdf proposal by following the following steps:
create your price quote calculator
create a new table that contains columns for all elements that you want to display in the pdf-quote
create a document calculator, or use this template as a starting point
connect your price quote calculator to your table, so submission data is sent to the table when clicking a button
connect the table to the document calculator with table functions
connect your quote calculator to your document calculator via a query parameter
Learn more about how to create a pdf quote in ConvertSite by visiting the pdf quote template.
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Your website should be your hardest-working employee_
Founders using ConvertSite have cut quoting costs by 97%. Doubled bookings. Taken their first real vacations.
Standalone sites run on their own domain. Embeds, like quote forms, calculators and configurators, work your existing website, including ones not built with ConvertSite.