Quotation program features: building blocks for successful quotations

Below you will find an overview of the main functionalities and features of Offorte's proposal program. You make an offer in your browser. Offorte does not need to be installed. This way you are always up to date with the most recent version.

We are continuously expanding the web app with new features to make online quotes. The important input for this comes from our users. If you have any tips or ideas on how we can improve the quotation software, please send a message to support.

Upselling pricetables

Add pricing options and discounts to a proposal with the interactive pricing tables. Your prospect is in control to compile the desired price. This also reduces the reciprocal coordination which usually belongs to a quotation process.

Statistics and notifications

In the proposal details you can see when and how often a proposal has been viewed by a prospect. When a proposal is viewed for the first time, or is viewed after some time of not being accessed, you will be notified by email.

Beautiful design to suit your branding

Templates can be created within the system to match your company's branding. Offorte ensures that all your proposals from that point on are created with the same formatting, for maximum consistency.

Online question and acceptance facility

When a prospect is viewing a proposal, you can ask them a question from within the proposal itself. Acceptance of a proposal is also done online and you are automatically notified when this happens.

Proposal overview and contacts

With the quotation overview you have easy access to all quotations and you immediately see how the quotation pipeline has been filled. The contacts section contains all companies and contact persons, with of course the quotations made per customer.

Favourites

Often-used pages and paragraphs can be organised in the favourites library and inserted easily into new proposals. Handy!

Fast support

Do you have a question or request? Our friendly support team will help you, quickly and efficiently. Your feedback and user experience are extremely important!

Online and pdf

When a proposal is sent, it is viewed online by the prospect. Your prospect also has the option to download the PDF version of the proposal and print it. This PDF version is created automatically.

Proposal templates

The proposal templates available within Offorte provide a good starting point for new proposals. The new proposal is automatically populated with the contents of the template of your choice and easily adjusted to suit the specific needs of the prospect.

Personalisation

Within the contents of a proposal, automatic tags containing client details can be inserted. When the proposal is viewed, these tags are replaced with the correct client details. This ensures the wrong client name is never accidentally used.

Version management

Often a prospect will request changes to a proposal once it has been reviewed. Version management enables you to create a new version of the proposal directly within the proposal itself, giving you more control and keeping you informed of the big picture at all times.

Different paragraph types

A proposal from Offorte consists of pages and paragraphs. There are several types of paragraphs available which allow you to benefit from the online capabilities. At this time, these include: several text and picture combinations, tables, price table, YouTube video, photo gallery.

Email templates

Offorte offers the option of creating standard email templates, which can be attached to new proposals as cover letters.

Team work

An Offorte account can be set up to include multiple users. This encourages teamwork and the sharing of information within sales teams. It's also possible to share favorites & content between Offorte accounts.

Mediabrowser

With the media browser you have the ability to manage all images, edit images and there is the option to use stockphotos from the library.

Video

To tell your story even better and why a customer should choose you, there are extensive possibilities to place videos in the offers.

Integrations & API

Offorte integrates with over 1300 apps through Zapier. In addition, programmers have the option of connecting external systems to Offorte themselves by using the API.

Authorisations

The authorisations system gives you the opportunity to assign roles to users and thus have control over who is allowed to do what.

Proposal examples

Curious what an Offorte quote looks like? Via the following link you can view some examples of proposals made with Offorte in different styles.

View proposal examples

Pricing

No costly investments. Start using the proposal app from 10 euro a month. Tryout our 14 day free trial
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Functionalities

Discover all the powerful proposal software functionalities with which you can create, manage and win your proposals.
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