Payroll Quoting System

PayQuote is a fully-customizable quoting system for payroll HCM providers that automates the sales proposal process with an easy-to-use online tool for quote creation.

Preconfigured line-item calculations take the guess work out of creating a quote, while the line-item discount options provide managers and reps the flexibility they need to easily create and send an awesome quote. Improved quotes, increased sales!

Watch 3-Minute Quick Demo

Reps

Reduce the time and effort for your sales team to create a professional error-free quote with digital signing capabilities

Designed to handle multi-frequency, multi-entity, any product configuration, any billing frequency, and custom fields when needed

Straightforward setup functionalities make it easy for the admin team to manage products, costs, and options as well as build in logic so a crucial line item isn't left off a quote

Optional Implementation Fees calculated based on percentages of categories or line items

Dashboard overview and reporting features allow sales managers to stay on top of quotes and what is in the pipeline

Customized approval chains ensure discounts are approved before a potential client sees the quote

Automatic task or implementation items added to rep or implementation team once quote is won

Automatically sync quotes, opportunities, and customer information with HubSpot or Zoho CRM

$
Cost: $400 to $500 per month (based on reps)

A set-up fee is determined based on your calculation needs and complexity.

What can PayQuote do for you...

Automate

Increase efficiency & reduce errors by automating your quotes with your sales formulas.

Quote

Build professional quotes with custom templates that reflect your business and your sales models.

Connection

Follow up for success with reminders and reporting, see exact sales pipeline at a glance per rep.

Close

Manage deals from start to finish with the sales dashboard. Approve discounts and close more deals faster with all opportunities on your radar.

 
accentrix
benecare
California Payroll
exact
Inova
NextHR
payco-logo26
paymaster
paymedia
PayNW
Trivantus
Workplace
wp
accentrix
benecare
California Payroll
exact
Inova
NextHR
payco-logo26
paymaster
paymedia
PayNW
Trivantus
Workplace
wp

What Clients Say

  • Lori Brown, IPPA Board of Directors, VP PayNW

    With my team using PayQuote, our reps can quickly generate accurate and professional-looking quotes. I have the ability to easily see what my sales team has quoted at a given time, where the sales are being generated from, and even why we lost a deal. The information the system provides allows us to constantly evaluate our pricing and sales approach so we can stay competitive at every turn.

  • Greg Ruddock, Vice President, World Payroll & HR

    Before PayQuote, generating a proposal took us 45 minutes to an hour and required multiple spreadsheets and a lot of manual work. With PayQuote, that same process now takes just a few minutes, and the system is so intuitive that our sales reps can generate their own quotes with confidence. The flexibility and ease of use are excellent, and we use it across our full suite of products, including time clocks. The look and feel of the final proposal is very professional, clean, and business-ready. It has become a great resource for our team, and the customer service is outstanding, with fast, responsive support whenever questions come up.

  • Mitchell Lightman, Exact Payroll Inc

    Before we found PayQuote, we used a cumbersome and complex spreadsheet which confused our sales staff causing frustration. Now, our sales staff can quickly and easily create a quote while being required to choose services to be included/excluded missing services/features. The process is smooth and easy, allowing our staff to focus on improving the client experience versus ensuring we haven't missed anything.

  • Neil Rohrer, CEO, Next HR Solutions

    After many attempts buying/building a quoting tool we found PayQuote. Best tool we have ever experienced. Professional look, easy to use, fully customizable, incredible service and these guys know the Payroll HCM world!

  • Ryan Garber, Sales Manager, Workplace HCM

    PayQuote and the implementation system work together so seamlessly that the entire sales process feels connected from the very first quote to final delivery. Information flows effortlessly between the two, eliminating duplication and reducing the risk of errors. Our team can move from closing a deal to implementation without missing a beat, which has significantly improved both our efficiency and our client experience. It’s made the handoff between sales and execution feel like one continuous, cohesive process rather than separate steps.

  • Donna Osley, Business Growth

    PayQuote has really simplified how we do quotes. We can tailor each one to the client without losing consistency or professionalism, and everything is done in one clean, streamlined process instead of pulling from different places. They’ve also been great to work with - any time we want to add something new or make a revision, they’re responsive and make it easy to get it done. It’s made a noticeable difference in both our efficiency and the overall experience for our clients.

  • Melanie Crow, Sr. VP of Sales & Marketing, Inova Payroll

    We have worked with this quoting system for several years now and it just keeps growing and getting more and more robust. The system is so flexible and customizable you can create a great experience for your sales team while maintaining control over the quoting process. The capability to set up the approval flows for discounts and price changes give sales leaders the flexibility to approve special pricing sometimes needed to compete and win deals. Additionally, the system provides the ability to create multiple templates for various types of businesses from small business to enterprise organizations as well as partner-specific templates. With this system you have it all! A great solution made up of robust and flexible software backed by a team who is always there for assistance. The best thing is the developers know how sales organizations work and what they need, so it's like having an extended team in your sales organization. I would highly recommend this solution to anyone who is looking to enhance their sales organization’s efficiency with flexible and robust tools to WIN.

  • Teresa, PayNW

    The PayQuote team is fantastic to work with, understands our industry, responds to our questions quickly, and offers a highly configurable product. After years of homegrown quoting spreadsheets and miscalculations, we made the change to PayQuote, and couldn't be happier. Now we save time when pricing updates are needed, have rules in place to ensure we are quoting correctly, and have better visibility for management to see what is quoted, lost, and won. I can't imagine going back to a spreadsheet again.

  • Les Vail, Sales Manager, Workplace HCM

    Since implementing the PayQuote system, our sales team has saved time and created a more accurate and professional proposal. The service is amazing and they are extremely responsive and always available to help answer questions, or incorporate our suggestions. We are now expanding to include the onboarding component. Thank you Meghan and team.

  • Matt T.

    PayQuote has taken the guesswork out of quoting and made it easier for our sales team to create error-free quotes, giving management a view of all quotes and their status, as well as the peace of mind that each deal is profitable.

  • Ralph F.

    We have really embraced OfficeDaily in many facets of our business. I would highly recommend this product.

 

Contact Info

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866-991-3693