Quoting and e-signature
Getting your quote to the customer ahead of your competitors will put you in advantage. Knowify’s powerful quoting system will allow you to quote faster and more accurately, increasing your win rate. It will also let you embed all your business knowledge so that when your estimator is not available, other people in your team can take over and avoid any business disruption or mistakes.
#1
Produce quotes faster, leveraging your previous work
#2
Leverage catalog templates and price listings
#3
Optionally send your quotes for e-signature for a paperless process
Streamlined quoting process
With Knowify, you’ll be able to put a quote together in minutes, with access to all the contact information, complete catalog system with prices and previous quotes. Knowify streamlines the process so that you don’t have to rely on just the one employee in the company that knows how to do it. With Knowify the knowledge is embedded so that anyone can produce a winning quote.
Branded documents
First impressions count. You can either send an old-school estimate that looks like an invoice to your customer, or a professional formatted proposal where you clearly lay out the work that will be performed, the list of exclusions and the terms of the agreement. Start off on the right foot and impress your customer from the first interaction.
What Knowify users are saying about our quoting software
“This program has literally changed the way that I do business. It has organized my bidding process and job tracking in a way that I did not believe possible.”
President, MPC Plumbing and Heating
“After learning more about Knowify I can move easily between it’s functions. It makes quoting simple and efficient.”
Project and Sales Manager, Garage Door Store
Built-in e-signature
Send the quote via email instantly and track when the customer receives it and opens it. Give the customer access to a portal where they will be able to accept, reject, or request changes. The easier you make it for them to accept, the more projects you win. Relying on a paper-based process might be what you are used to, but not what the customer is expecting moving forward.
Quote pipeline and status tracking
Have all your pending quotes in one single place, with information about when they were prepared and sent. Easily send reminders to the customer or modify the quote based on customer feedback.
Experience the Knowify difference
Meet a Knowify product expert on a video screenshare, where you’ll get help setting up your trial account, get your questions answered, and ensure you’re set up for success with Knowify.