eQuote software

E-Quote Software That Captures Requests and Sends Quotes in Seconds

Increase Sales by Boosting Efficiency

Free 30 days trial Watch the Demo
<60saverage quote turnaround +30%more sales opportunities 200+businesses on Osmos
app.osmoscloud.com
Trusted by 200+ businesses across the Americas PartyGames customer logo Pizarro customer logo Osmos customer logo Dimotic customer logo

At a glance

Capture Requests
from Any Channel

Auto-Generate
Error-Free Quotes

Hassle-Free
Automated Follow-ups

Interactive
Self-Service Quoting

Request to close

eQuote is the simplest and the fastest way for clients to request quotes

Osmos eQuote, is a quote automation software that boost sales. A simple, fast, and efficient way by which clients request quotes from their favorite channels, whether it's Facebook, WhatsApp, LinkedIn or your website.

Multi-channel requests

Faster quoting, 30% more sales opportunities

Handle inquiries from Facebook, WhatsApp, Chatbots, and Websites effortlessly. Get quotes out with the first contact and avoid endless email exchanges with clients. Use these platforms to create quotes easily.

  • Facebook
  • WhatsApp
  • LinkedIn
  • Chatbots
  • Website

Automated quoting

Create error-free, automated quotes

Osmos eQuotes makes quoting a breeze. It customizes quotes to match your client's needs, so all you have to do is review the document and hit send. It's that easy!

Follow-ups

Hassle-free automated follow-ups

Our sales automation for quoting simplifies the process. Convert, analyze, track, and communicate with your clients and leads in real-time, all to help you close deals faster.

  • Electronic signature to confirm agreements
  • Collect payments via credit card or by other methods
  • Get a notification when the quote is viewed or when the deal is done
  • In-depth analytics of the quote's performance, including the number of views, opens, and more
  • Direct chat, message, or call within the quote that puts your client in contact with your sales team

Why teams choose eQuote

Interactive and self-service quoting

Upselling is a great way to bring-in more income - let clients adjust quantities, remove items, and add other products before confirming and closing the deal.

eQuote use cases

Osmos eQuote is great for sales reps who are on the go and need to prepare quotes. They find it useful when they're visiting leads.

How it fits together

E-quote software from request to closed deal

Stop losing deals to slow, manual quoting. Osmos e-quote software replaces spreadsheets and back-and-forth emails with a single streamlined system — from the moment a customer requests a quote to the moment you close the deal.

How the e-quote widget works

Embed the Osmos e-quote widget on your website or Facebook page and customers self-select the products or services they want priced. No phone tag, no blank inquiry forms. Each request lands directly in your dashboard, pre-loaded with the items and quantities your rep needs to build the quote.

Build and send polished quotes in under 60 seconds

Your sales reps open the request, adjust quantities or pricing if needed, and send an image-rich, line-item quote without ever touching Excel. Quotes that used to take 20–30 minutes are out the door in seconds.

Automated follow-up so no deal goes cold

Once the quote is sent, Osmos follows up with the prospect automatically based on rules you set — no manual reminders, no guessing who needs a nudge. Your team closes more deals with less admin work.

Built for distributors and product-service businesses

Osmos e-quote software is purpose-built for companies that send 100+ quotes a month — industrial suppliers, medical distributors, event rental companies, and any business that bundles products with services. It sits between basic invoicing tools and heavy enterprise CRMs, giving your 3–15 person sales team exactly what they need and nothing they don't.

The full cycle

From the first request to a closed, paid deal — Osmos eQuote runs the entire cycle for you.

1

Request Comes In

Captured instantly from Facebook, WhatsApp, LinkedIn, chatbots, or your website.

2

Quote Goes Out

Reps review and send a polished, error-free quote in under 60 seconds.

3

Follow-Up Runs Itself

Automated reminders keep the conversation moving without manual nudges.

4

Deal Closes

Clients e-sign and pay right inside the quote, so you get paid faster.

Integrations

Connect eQuote to your other sales and productivity tools

Every quote request flows straight into your Osmos CRM, so follow-ups, payments, and reporting stay in one place. Connect the tools you already use like Email, Stripe, PayPal, Xero, QuickBooks, Slack, Twillio, Gmaps, and others.

EmailStripePayPalXeroQuickBooksSlackTwillioGmaps+ others

Customer stories

What our customers say

★★★★★

I really like the way Osmos creates quotes for me. It helps me keep a standard and neat presentation toward my clients.

JM
Jose MasriCFO · pizarro.com.mx
★★★★★

What I like about Osmos is that it combines the CRM with the quotes in a seamless manner.

RC
Rodrigo CondeCEO · dimotic.com.mx

Social proof

Trusted by REAL businesses like yours!

PartyGames customer logo Pizarro customer logo Osmos customer logo Dimotic customer logo

Get started

Try Osmos eQuote free for 30 days

Ready to capture requests and send quotes in seconds?

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