Simplify your interaction with customers from quote creation to order fulfillment
Whether you’re creating a quote or need to convert a quote to order, OneBill has a fully automated process to create and fulfill orders quickly and easily.
Send instant quotes to prospects
Create a quote template with your company logo, prepare individualized quotes from your product catalog and email them directly to your customers in minutes.
Workflow process for Quote approval
Eliminate all offline flows for receiving approvals for your quotes. Configure custom business process workflows to deal with quotes and order approvals automatically.
Digital Quote document for e-signature
Generate digital quotation document along with e-Signature capability so that your customers can send their e-signature electronically. No more manual approval flows in your order life-cycle.
When the quote is digitally signed, it automatically becomes an order streamlining the process of fulfilling your customers order more quickly.
Send instant quotes to win new business
Create professional quotes instantly using integrated product catalog, store prospects using OneBill’s CRM, offer digital signature process and easily convert your quote to order to generate invoices.
Personalize the process
Create branded and customized quote templates by adding your logo, quote format and terms and conditions. Choose from a variety of quote templates or re-design your custom template using configuration tools.
Integrated quote system
OneBill offers integrated product catalog capability and CRM (customer/ prospect/lead), so that quotes can be instantly created and sent to customers directly using notification system for a personalized experience.
Offer digital signature for a quote
OneBill offers e-signature capability by integrating with Docu-Sign so that customers can digitally sign and approve the quote. Once a quote is digitally approved, quote becomes an order and invoices are generated automatically.
“Create Quote, send to customers directly, get digital signatures, win business – it’s that simple! “