eQuote software
Increase Sales by Boosting Efficiency
At a glance
Request to close
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
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.
Automated quoting
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
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.
Why teams choose eQuote
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.
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
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.
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.
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.
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.
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.
Captured instantly from Facebook, WhatsApp, LinkedIn, chatbots, or your website.
Reps review and send a polished, error-free quote in under 60 seconds.
Automated reminders keep the conversation moving without manual nudges.
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.
Customer stories
I really like the way Osmos creates quotes for me. It helps me keep a standard and neat presentation toward my clients.
What I like about Osmos is that it combines the CRM with the quotes in a seamless manner.
Social proof
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Ready to capture requests and send quotes in seconds?