We've developed our Quote Conversion Tool to empower your team to produce a professional, accurate quote in 30 seconds – even branded with your firm’s logo!
All supporting a simplified, streamlined workflow that responds to enquiries quickly and helps convert more business.
With built-in prompts, you can be certain that whoever picks up the phone they are following the same process and guaranteed to be sending quality quotes to potential new clients.
Keep an eye on the quotes your teams are sending out – even across multiple offices – by also using the Tool to monitor your conversion rate and track your success.
Use our intuitive editing tool to create pre-set email templates – personalised with your firm’s logo and more – you can make sure every quote includes your USPs and that your firm really stands out from the crowd.
By following the step-by-step process – complete with dynamic and intelligent questions pertinent to that transaction – your team can save time on the phone, without compromising on the information that they need to send out a quote.
“Simple to use, quick quote especially a very useful feature. Great customer support and quick turnaround.”