Effortless Quoting Made Easy with EaziQuote

Monthly Subscription Plan

EaziQuote offers a straightforward pricing model with a monthly subscription fee of £24.99 per user. This fee grants access to a fully customizable quoting tool, ensuring that businesses can tailor the software to their specific needs.

Included in the subscription are unlimited quotes, regular updates and improvements, tool support, and a commitment to security and transparency. For businesses looking to secure a more extended commitment, reduced rates are available for 12-month contracts. Detailed information can be obtained by contacting the EaziQuote team directly.

Payment and Cancellation Policies

EaziQuote accepts payments via Visa and Mastercard, both debit and credit cards. The platform is open to international users, although it is currently optimized for UK-based businesses. Cancellation of the plan is straightforward, with no additional charges after the completion of the notice period. Security is a priority, with all customer details securely stored on their servers, protected through regular penetration testing.

Core Functionalities

EaziQuote is designed to simplify the quoting process for businesses, offering features such as quick quotes, detailed proposals, custom templates, and customizable icons. These tools allow for a tailored approach to quoting, ensuring that each quote reflects the unique needs of the business and its clients.

Additional features include profit and loss margin changers, product import capabilities, and a comprehensive calendar system for managing quotes. The software also supports personal and tool branding, allowing businesses to maintain a consistent image across all communications.

Integration and Collaboration

EaziQuote facilitates collaboration through its 3rd party link system, enabling subcontractors to add their contributions to quotes without direct access to the main account. This feature streamlines the quoting process and ensures all parties are on the same page.

The software also offers integration with SignNow for obtaining customer signatures, Clickatell for SMS services, and MailChimp for email marketing, enhancing communication and efficiency.

Setting Up EaziQuote

Getting started with EaziQuote is straightforward, involving a simple setup process where users input personal or company information and customize branding and output content. The quote tool setup includes creating categories, setting up sub-categories, and importing products, ensuring the tool is tailored to the specific needs of the business.

Once set up, users can begin quoting, aiming to decrease time spent on quoting, increase customer satisfaction, and ultimately boost profits.

Customer Outputs and Management

EaziQuote allows for the creation and management of quotes, proposals, and invoices, with the ability to convert proposals into PDF documents for easy sharing and archiving. The calendar feature helps track sent proposals, deadlines, and the progress of quotes, ensuring nothing slips through the cracks.

Email and SMS capabilities are integrated, allowing for direct communication with customers, complete with customizable email templates to maintain a professional image.

Support and Assistance

EaziQuote provides tool support as part of its subscription, ensuring users have assistance when needed. The platform also offers a comprehensive FAQ section addressing common queries, from customization to payment and cancellation policies.

For more personalized assistance, users can contact the EaziQuote team directly through the provided contact form. Additionally, demo sessions are available for those looking to see the software in action before committing.

Trial and Feedback

EaziQuote offers a 1-month free trial, allowing potential users to explore the tool's capabilities without any financial commitment. The platform also values user feedback, encouraging participation in surveys to help shape the future of the software.