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Online Quotation Software

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Hello

I am looking for online (on my website) quotation software. I googled this, they are many. 

I also searched AW, I could not find any recommendations. 

Do you use one? If so which one. Is it any good and costs? 

Thanks

Replies (16)

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By groundy
14th Jul 2021 16:26

We use Accountancy Manager which is so much more than a quotation software, we also use it for on boarding clients, keeping all clients details up to date and AML updates. There is far more to it than we use but we are happy with what we get out of it for the price.

https://www.accountancymanager.co.uk/

Thanks (1)
Replying to groundy:
FirstTab
By FirstTab
14th Jul 2021 16:51

Thank you for the response.

I agree AM is good. But, we are not using it to its full extent.

We also use Taxcalc.

We found maintaining two databases is time-consuming. Further, TC is on its way to add more functionality. On PM it will not match AM.

The way I am going, I will stop AM and use TC only. It makes it so much simpler. The downsides of giving up AM outweigh the benefits of a single database.

On Quotation software, AM does not offer quotation software that I can add to my website. Just examples of what I mean.:

https://www.theaccountancy.co.uk/landing/online-bookkeeping-service?gcli...

https://www.mazumamoney.co.uk/get-a-quote/

Thanks (0)
Replying to FirstTab:
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By sarahg
14th Jul 2021 16:54

We use Go Proposal

I don't see how those quotes on websites can be accurate for limited companies, etc - surely it depends on the quality of their records, etc

Thanks (2)
Red Leader
By Red Leader
14th Jul 2021 17:05

Just put a question on AWEB.

Thanks (0)
Replying to Red Leader:
FirstTab
By FirstTab
14th Jul 2021 17:32

Of course. Until the site owners say otherwise.

Thankfully you are not the owner.

There is a lot more to come from me on AA and Opinion section. Your comments will in no way put me off.

You have the option of not clicking and of course, continuing to waste your time on me. Stick with KA more in line with you.

Thanks (1)
Replying to FirstTab:
Red Leader
By Red Leader
15th Jul 2021 16:41

You are funny!

Thanks (0)
Replying to FirstTab:
Stepurhan
By stepurhan
15th Jul 2021 17:19

FirstTab wrote:

There is a lot more to come from me on AA and Opinion section. Your comments will in no way put me off.


Is any of it likely to be useful, or is just going to be you putting your personal views out as fact or asking others how to run your business then ignoring the responses that don't agree with what you have decided to do already?

Since you are also not the site owner, I guess we shall all continue responding to your threads calling you out on this stuff. I'm sure if we breach the rules then those that are the site owners will let us know.

Thanks (1)
Replying to stepurhan:
FirstTab
By FirstTab
15th Jul 2021 17:37

"We" who else are you speaking for? And what authority?

Thanks (0)
Replying to FirstTab:
Stepurhan
By stepurhan
16th Jul 2021 08:30

Clearly I am referring to Red Leader, who you have already objected to, and myself. "We" appear to have similar opinions about your posts, so I am sure "we" will continue to share those opinions on your posts. There may be others with similar views. They can speak for themselves.

Why are you so hostile about this? First you have a go at Red Leader for a one-line response, then you post this nonsense. Have you considered anger management classes at all?

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Replying to stepurhan:
Red Leader
By Red Leader
16th Jul 2021 13:21

Stepurhan, I think we may have inadvertently formed a gang! Oh dear.

Thanks (0)
Replying to FirstTab:
Glenn Martin
By Glenn Martin
16th Jul 2021 13:54

You have the option of not clicking and of course, continuing to waste your time on me. Stick with KA more in line with you.

[/quote]

Is that because KA is successful.

Thanks (0)
By williams lester accountants
15th Jul 2021 13:02

No software i am aware of, but could you not just use a simple form tool such as Typeform or PandaDoc to embed into your website?

Thanks (1)
Glenn Martin
By Glenn Martin
16th Jul 2021 13:52

Don't do it.

People buy from people, get the prospect in go through face to face what they want and what you can do for them, then issue the proposal in front of them using GoProposal you will be far more successful with your converions. Quoting on your site will just bring in loads of tyre kickers

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Mark Telford Chartered Accountant
By Mark Telford
16th Jul 2021 14:22

Online quoting software.

Is that because you can't be ars*d speaking to people?

After all that takes a bit of effort and personality.

Thanks (3)
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By minkie
22nd Jul 2021 11:32

I don't really understand the need for it although I am essentially a "one man band". I just say "pop in for a chat" and ask them to bring what they have from last year if they are changing accountants. I compare what they were paying and what I charge for a similar job and tell them what it will cost - seems to work ok. I probably get away with it because they take pity on my humble surroundings !

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Replying to minkie:
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By BryanS1958
22nd Jul 2021 11:37

Keep the Lambo in the garage and the Robin on the drive.

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