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Sales

From quote to signed deal, without the delays

Create accurate, professional proposals and quotes in minutes, get approvals quickly and close with e-signatures.

Talk to our Brisbane team (07) 2113 3633
Platforms we use
Problem 01

“Quotes take days and look different every time”

Quotes are built in Word or Excel, copied from the last one and edited by hand.

How we fix it

Proposals & quotes

  • Branded quote and proposal templates
  • Customer and deal details filled in automatically
  • Quote versions tracked against each opportunity
Problem 02

“Pricing errors cost us margin”

Price lists live in a spreadsheet that isn’t always current.

How we fix it

Product catalogue & price lists

  • Central product and price list management
  • Customer- and region-specific pricing
  • Bundles, options and minimum margins enforced
Problem 03

“Approvals hold up signed deals”

Discounts and special terms need sign-off, which means chasing a manager by email or phone while the customer waits.

How we fix it

Discount & approval workflows

  • Approval rules by discount, margin and deal size
  • Approvals from email, Teams or mobile
  • Full record of who approved what and when
Problem 04

“Contracts are chased by email”

Proposals are sent as attachments and nobody knows whether the customer has opened them.

How we fix it

E-signature & contract tracking

  • E-signature through DocuSign, Adobe Sign or built-in tools
  • Notifications when proposals are viewed and signed
  • Signed contracts saved to the customer record

What changes for your team

Quotes in minutes

Protected margin

No bottlenecks

Faster signatures

Common questions

Can quotes flow through to invoicing?

Yes. Accepted quotes can create orders and invoices in your accounting or ERP system.

Do we need a separate CPQ tool?

Most businesses don’t. The quoting tools in Dynamics 365, Salesforce, HubSpot, Zoho and GoHighLevel cover most needs.

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