Configurable Quotes

Build custom Quotes with a beautifully and intuitively designed UX— perfect for live demos or sending directly to prospects.

– Feature descriptions provide relevant details to what’s included in specific features
– Sub-features provide organized details on what’s included in specific features
– Add-ons make quotes even more customizable and give prospects the choice they desire

Variable Pricing

Set a variable pricing scale that perfectly matches your offering— and allow prospects to choose the quantity that fits their needs and budget.

– Per Unit Pricing allows you to dynamically show price based on a per-unit quantity, like a number of users
– Volume Pricing allows you to structure unit price according to the quantity purchased
– Stair-Step Pricing allows you to assign a price to a bracketed price range for a block of units, instead of individual unit pricing
– Tiered Pricing allows you to set unit pricing to varying levels depending on the desired quantity

Deal Insights & Analytics

Understand how your prospect is interacting with their personalized Interactive Quote — and close the deal by creating informed follow-ups.

– Real-time analytics show your prospect’s interactions with your quote, from their first click to their deal value
– Notifications eliminate the guess-work of figuring out when your prospects are viewing your Quote
– Slipping Away Page tracks Quote inactivity and notifies you of prospects that require follow-up

eSignatures

After prospects choose the options they want, they can sign the deal directly from the quote — no additional follow-ups required.

– eSignatures can be toggled on or off of Quotes and are easy to customize
– Terms of Service can be built directly into the signature, or linked to your website
– Set a custom call to action, to accept, sign or other redirect such as a custom URL