Templates for quotes and proposals

The highly flexible template editor enables you to quickly create and standardise multiple templates for different quoting and proposal scenarios.

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Template widgets

Build standard templates using widgets that can contain text, images, video, products and services.

Lock templates to prevent changes
Link widgets to templates
Update multiple templates using linked widgets

Offer choice to your customers

Offer good, better, best options, and enable customers to choose for themselves.

Offer single or multiple choice options
Automatically recalculate based on choices

Template widgets

Build standard templates using widgets that can contain text, images, video, products and services.

Lock templates to prevent changes
Link widgets to templates
Update multiple templates using linked widgets

Unlock a modern sales experience

Do you want to trial the power of a fast, effective and modern MSP quoting tool? Get in touch with one of our representatives today to book a demo and benefit from our leading distributor integrations.

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