Close Deals Faster with Better Quotes
Nuvioo’s quote management software lets you create, send, and track professional quotes with custom pricing, branding, and digital signatures for faster approvals.
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Quotes Made Easy from Draft to Approval
Custom Quote Builder
Create professional quotes fast with custom items, pricing, taxes, discounts, and clear proposals.
Branded Templates
Send polished quotes with your logo, colors, and details to keep every client interaction on-brand.
Digital Signature Support
Clients approve quotes online with secure, time-stamped signatures stored directly in their record.
Quotes to Invoices Without the Extra Work
Quote-to-Invoice Conversion
- Convert approved quotes into invoices instantly with one click.
Client Approval Workflow
- Let clients approve quotes by e-signature, button, or confirmation.
Optional Add-Ons & Upsells
- Boost revenue with optional services or upgrades that clients can add.
Quotes That Make Decisions Easier
Faster Approvals, Stronger Sales
- Branded quotes with built-in digital signatures make it easy for clients to approve quickly and keep deals moving forward.
Smarter Forecasting
- Nuvioo’s proposal and quote software converts quotes to invoices with reporting for revenue clarity.
Team Collaboration Made Easy
- Shared notes, tags, and automation align your team on every quote so no opportunity slips through the cracks.
Quote Expiration Dates
Set clear quote expiration dates to create urgency, encourage faster client decisions, and keep deals moving forward.
Time-Bound Terms: Set quote expiration dates to keep offers valid, enforce pricing timelines, and drive client action.
Faster Approvals: Motivate clients to approve quickly, reducing stalled deals and keeping your sales process moving.
Status Tracking
Easily monitor every stage of the quote lifecycle, from draft to approval or expiration, with full real-time visibility.
Real-Time Updates: Track every quote from Draft to Sent, Viewed, Approved, or Expired with complete real-time visibility.
Clear Visibility: Always know the exact status of each quote in real time, giving you clarity and control at every stage.
Internal Notes & Collaboration
Keep your team aligned inside every quote.
Private Notes: Add context or internal instructions only your team sees.
Team Tags: Tag coworkers for collaboration and keep communication organized.
Automated Follow-Ups
Keep your team aligned on every quote with shared notes, tags, and collaboration tools that ensure nothing gets missed.
Smart Reminders: Trigger automated follow-ups if a quote goes unviewed or unsigned after a chosen number of days.
Save Time: Keep deals moving forward with automation that eliminates manual chasing and follow-up tasks.
Quote Reporting & Analytics
Turn every quote into actionable insights with reporting that tracks approvals, revenue impact, and time to close.
Approval Metrics: Track quote approval rates and average time to close to improve forecasting and sales performance.
Revenue Data: View the quoted value and measure how each deal contributes to overall sales pipeline growth.
Multi-Currency Support
Quote clients globally with ease using multi-currency support that simplifies international business and tracks conversions.
Currency Options: Easily create quotes in your client’s preferred currency to simplify global business transactions.
Automatic Conversion: Track quote values consistently across regions with automatic conversion for accurate reporting.
Frequently Asked Questions
Can I create custom quotes with Nuvioo?
Yes. Our online quote builder lets you add products, services, pricing, and discounts to match any client need.
Can clients sign quotes electronically?
Absolutely. Nuvioo’s built-in eSignature support allows clients to approve quotes securely on desktop or mobile.
Does Nuvioo convert quotes into invoices?
Yes. Our sales quoting system converts approved quotes into invoices instantly, carrying all details with one click.
Can my team collaborate on quotes?
Yes. Add private notes, tag teammates, and manage collaboration directly within each quote record.
Does Nuvioo track quote performance?
Definitely, our quote reporting tracks approval rates, total quoted value, and time to close.
How does Nuvioo’s quote management software help my business?
It simplifies the entire quoting process by combining custom quotes, digital approvals, and reporting in one platform.