Save time in creating, sending and signing all types of commercial proposals with a Quotation Program:
Select the customer, add the items and click “Create document”. Docuo will create a quote in PDF, with a professional finish.
With a single click, your client will have the quote in his inbox in a few minutes. Customize the email text or use a standard one.
Thanks to the electronic signature, the customer can accept the quote from any device by clicking on a link or scanning a QR.
Your sales team will spend more time selling, and less time writing quotes.
Upload your items, rates and sales contacts to Docuo.
Use one of our templates, or create a custom one with your logo and colors using Word 365.
You're done! Now you can create a PDF quote in less than 5 minutes, even from your cell phone.
Docuo sends the quote in PDF to the client, and facilitates the follow-up of each opportunity.
The email contains the quote attached and a link to accept it.
Use Docuo's kanban dashboards to track the sales process.
You can set up automatic reminders when a quote has gone unanswered for some time.
Close your sales in minutes, not weeks.
To accept the quote, the customer simply clicks on a link or scans a QR.
The signature will have full legal validity thanks to the European eIDAS regulation.
Choose whether you want him to sign the quote by drawing his signature, or by receiving a code on his cell phone.
What will you do from now on, when creating and sending a quote takes only 4 minutes?
We work with you to get your Quote Program up and running. We will tailor Docuo to your needs, bringing value based on our experience with hundreds of sales teams like yours.
Our Quote Software connects with Microsoft 365 and most platforms on the market. Once your quotes are approved, we can send them to your ERP or invoicing program.
