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!
- Reduce the time and effort for your sales team to create a professional error-free quote with digital signing capabilities
- 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
- Customized approval chains ensure discounts are approved before a potential client sees the quote
- Designed to handle multi-frequency, multi-entity, any product configuration, any billing frequency, and custom fields when needed
- Implementation Fees calculated based on percentages of categories or line items
- Automatic task or implementation items added to rep once quote is won
- Commissions per quote can display for each rep
- Dashboard overview and reporting features allow sales managers to stay on top of quotes and what is in the pipeline
Approx. Cost: $300-$500 per month
A set-up fee is determined based on your calculation needs and complexity.