cover MORE SALES with eQuote Send QUOTES 10X FASTER

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SELF-SERVICE CLOUD QUOTING SOFTWARE

Osmos eQuote was designed for businesses that send sales quotes on a daily basis and do it all manually. The eQuote is a sales automation tool that allows clients to request quotes using a form that looks like an e-commerce page. All quotes requested are self-generated and ready to be sent from your Osmos account.

Self-service Tool

10X Faster


With Osmos eQuote, you can create and send sales quotes 10 times faster than any of your current quoting methods- spreadsheets, accounting software, and even other quoting software.

Omnichannel

Omnichannel


Manage all quotes requests from Facebook, Email, contact/inquiry forms or Whatsapp with Osmos eQuote cloud quoting software.

Sales Automation tool – eQuote

  1. Client Request Quote

    Client Request Quote

    The client submits a request using the eQuote.

  2. Notification

    Notification

    You get a notification about a pending request that needs to be reviewed.

  3. Login to Osmos

    Login to Osmos

    Review the request and make the necessary adjustments accordingly.

  4. Click on send quote

    Click on send quote

    Once the adjustments are made to the quote, click on send.

  5. Client receives

    Quote reception

    The client receives a well-designed and alluring quote in a few seconds.

OSMOS CLOUD QUOTING SOFTWARE IN 2 MINUTES

QUOTING SOFTWARE FEATURES & AUTOMATION

Well-designed quote form



The eQuote looks like an e-commerce page that makes it appealing and easy-to-use by clients. It can be hosted on your website, or we can do it on your behalf. Deploying your eQuote takes one click, and no technical skills are required.

Highly customizable



The eQuote is highly customizable to help you provide more accurate sales quotes to the clients. You can choose the type of information that the client must provide, and you can create a set of questions to be answered before selecting the items or services. You can also show or hide prices, add the option to enter a quantity or just select the item, show real-time availability for services, and many more options.

Send quotes in a few seconds



All information and items selected by clients are automatically registered on your Osmos account. This means you won’t need to transcribe or type anything. Once the client completes the eQuote, in your Osmos account, you will find the client and quote information on the business quotation software. In here, you can make changes and adjust the quote. You can add more items, modify prices, change the quantity, add clauses, attach documents, and any information that must appear on your quote.

Other Sales Automation functions

 

Send sales' quote automatically

Send sales' quote instantly after a client has submitted the request.

 

Avoid duplicates

By using client’s email as an identifier, you can avoid duplicated records while using sales automation tools. It also makes it easier for clients to request a new quote because their contact information is not required again.

 

Display prices

You have the option to display prices on the eQuote or you can hide them if you want.

 

Additional fields

The eQuote offers more than 15 different fields like dates, times, addresses, phone numbers, social media handlers, and many more to customize the quotes.

 

eQuote format

You can host the eQuote with-in your website or Osmos can provide a URL that can be shared and used by clients as your eQuote form.

 

Client questionnaire

You can create a client questionnaire with multiple answer styles (Dropdown, slider, multiple-choice, text, and rating scale). You can even mark questions as required.

 

Delivery and transportation fees

You can automatically calculate the delivery and transport fees based on the total price and pre-defined set of rules created in your Osmos account.

 

Custom items and services

Decide what items or services you will make available on the eQuote by selecting the categories to be displayed.

INTEGRATIONS WITH OSMOS QUOTING SOFTWARE

We provide a convenient way to integrate your Email, Gmail, Stripe, Xero, QuickBooks, Slack, and Gmaps to the Osmos’ CRM and quoting software.

Gmail Integration
Stripe integration
Mailchimp integration
QuickBooks integration
Xero integration
Slack integration


PLANS

30-days’ free trial - No credit card required - No setup fees, No contracts – change your plan or cancel anytime according to your ease. Supported languages: English, Spanish, and French

Osmos Free


FREE

Plan Features
  • 3 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • 100 leads
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • eQuote
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments
Select Plan

Osmos CRM

$30 USD /MONTHLY

Plan Features
  • 3 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys
Select Plan

Osmos Quotes Lite

$35 USD /MONTHLY

Plan Features
  • 1 user
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads and Quotes
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • eQuote Web Form
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments
Select Plan

Osmos Business Management

$150 USD /MONTHLY

Plan Features
  • 5 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads and Quotes
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • eQuote
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments
+ More

Internal Orders

  • Order follow up
  • Purchase order requests
  • Assign resources to services
  • Capture of inventory
  • Mark product delivery or ervice provided

Requisitions

  • Expenses control
  • Catalog of recurring expenses and associated costs
  • Automated requests to PO department
  • Assign titles and descriptions on requisitions

Purchase Orders

  • Assign suppliers
  • PO document creation and automated email delivery
  • Assign payment terms
  • PO grouped by supplier
  • Assign delivery location
  • Flexible cost modification
  • Supplier invoice control

Inventory Main

  • Reception of goods and quantity control
  • Re-order notification

Account Payables Main Features

  • Payment notification to supplier
  • Goods reception notification
  • Programmed payment notifications to suppliers
  • Control and tracking over payments
Select Plan

Frequently asked questions

Can I get a demo?

We can connect through a web-conference to show you around, or we can share one of our demo videos or create one for you. Just let us know what you prefer.

Do I need a credit card for my free trial?

No, simply sign up here for your 30-days free trial

Is there a contract?

There is no contract, with Osmos you pay-as-you-go (monthly or yearly). You can change your plan anytime, add or remove additional users and cancel with no questions asked.

How do I pay Osmos?

You pay via credit card; we accept Visa, MasterCard and American Express. We accept payments via bank transfer, check or PayPal transfer ONLY for yearly subscriptions.

Is my data safe?

All your information is secured and encrypted with the latest SSL certificates. The data is stored in highly secure AWS data centers with redundancy. Your information and data is backed-up automatically daily.

What happens after my 30-days free trial?

After 30 days, your free trial will expire, and you will be switch automatically to the free plan. You can upgrade and select a different plan by entering your credit card information.

What happens after I close my account?

After you close your account all accesses to Osmos will be blocked and a 90 days countdown will be activated to wipe all the data and information from our servers automatically. This means you have 90 days to change your mind and re-activate by contacting us. Make sure to backup all your information before you decide to close the account.

Can I take my data with me?

Yes, you can download and export all tables that are available on the customer, lead, product catalog and reports section. You can as well download any PDF quotes.

Are you a Non-profit or early stage startup?

We are happy to support the non-profit and startup community by giving free accounts or plans none disclosed on the website. Get in touch with us to learn more about your needs

Do you have more questions?

We work hard to answer all your questions better. We created a FAQ section that you can browse for answers and a YouTube channel with tutorial videos. You can contact us by phone or by email

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