Fast and simple: your quote at a glance
Imagine this: you have the chance to seal the deal with a client. What do you need? A clear and compelling quote! It’s like making a strong first impression—your client should know exactly what you’re offering and the price in one glance.
With our software, creating that perfect quote is effortless. Gone are the days of endless manual work—many processes are automated, saving you time and letting you focus on what really matters: your customers.
Want to see just how easy it can be? Try our software for free and explore the possibilities!
Discover OutSmart's digital quote software
We’ve put together the benefits of a digital quote for you:
Create professional, customized quotes in just a few clicks, saving you time and effort compared to manual processes.
Ensure every quote is error-free by using pre-set templates, reducing the risk of missing important details and improving overall consistency.
Effortlessly connect with your CRM, ERP, and other systems, allowing for a smooth flow of information and quicker turnaround from quote to invoice.
Create an attractive quote with ease using OutSmart
You’ve got a potential project lined up, and the sooner you send out your quote, the quicker you can start working. But in the past, crafting that perfect quote meant hours of work, and sometimes even putting it off until the last minute.
With OutSmart’s software, those days are behind you. In just a few clicks, you can easily customize a clear, professional quote with all the necessary service details. No more stress, no more delays.
The best part? The foundation of the quote is already there for you. All you need to do is make any adjustments, and with one simple click, you can send it directly to your customer – whether they’re new or existing. It’s that easy.
Your entire digital quotation process mapped out
From schedule to quote
Before diving into creating quotes, you can easily set up a schedule within OutSmart. There’s already a default schedule ready for you, but it’s fully customizable to meet your needs. You can adjust settings like the title, VAT percentage, layout, and currency – making sure everything is tailored to your business preferences.
From proposal to quote
Now it’s time to create your quote. Select the materials and labor types you need for your offer. You can easily reorder items and add extra details in a text field. Want to include photos or notes in the quote? No problem – OutSmart’s quotation software makes it all possible.
From quote to sending
Is your quote ready? With OutSmart, you no longer have to worry about sending it. The process is fully automated. You can easily send or export the quote, and have it signed online by the client using the right template.
From sending to work order
Has the client accepted and signed the quote? Then it's time to get to work! With OutSmart's software, you can easily convert the quote into a digital work order. Certain fields are automatically filled in, and the staff scheduling begins. Select a field service worker for the task and schedule the quote seamlessly.
Creating an Attractive Quotation Easily with OutSmart
Ideally, you want to wait as little as possible before sending out the quotation. The sooner you send the offer, the quicker you can get started on the project.
Where you used to spend a long time laboring over quotations and preferred to put them off, with OutSmart's software, it can be sent faster than ever before. In just a few clicks, you can customize the document to your liking and effortlessly create an appealing overview of the pricing and the services offered.
The quotation is ready for you in the system. All you have to do is make the necessary adjustments and send it to both existing and new clients with just one click.
