Quoting Portal

Enable customers to accept quotes and pay initial deposits online

Tired of following up on your quotes and chasing deposits? With Commusoft's quoting portal, your customers review and accept a quote online with a few easy clicks, straight from their email. If there's an initial deposit due, you can even take the payment right then and there.

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Save time

Chasing customers for any reason is a labor-intensive process for your office staff. Save time and resources by using a quoting portal that allows customers to quickly accept quotes online, allowing you to get to work sooner.

Easy payment

Have your customers pay online with their credit or debit card once they accept your quote. This secure process helps you receive deposits quickly. Gone are the days of manually taking payments over the phone!

Instant records

Stop spending valuable time entering records such quote and deposit amounts. Commusoft tracks and records the entire quoting process and simply lets you know when your customer accepts and pays the quote.

What you get from using a quoting portal

  • Email customers their quotes
  • Customers accept quotes online
  • Receive deposits payments online
  • Response is saved to your database
screen a customer sees to approve a quote using an online quoting portal

Streamline the quoting process

Giving customers a quick and convenient way to accept a quote reduces the time you spend following up. Plus, Commusoft automatically records the quote information in your database, without you ever lifting a finger. This gives you back time in your day to focus on more important things and rest assured that you receive your deposits. Additionally, Commusoft’s quoting portal allows the customer to write in any relevant comments when accepting their estimate.

customers pay with a credit card using Commusoft's online quoting portal

Take deposit payments immediately

Don’t worry about chasing deposits when you’re using our quoting portal. Once a customer accepts your quote online, they can immediately pay the deposit with their credit or debit card. The sooner you receive payment, the sooner you start the job, meaning you’re that much closer to receiving payment and starting the next job. You will need to integrate Commusoft with Stripe in order to accept payments online.

Email customers a link to the online quoting portal

Free up time for staff

With Commusoft’s online quoting portal, you send an email with a link to the customer’s quote. In just a few simple clicks, you receive acceptance and any deposit payment. No more need to spend excessive time and resources creating a quote or struggling to get in touch with your customer so they can pay their deposit. This saves office staff the hassle of calling up customers to take payment over the phone—Commusoft does the work for you.

Learn how portals can help improve customer journeys.

Ready to take your business to the next level?

  • Streamline Your Operations
  • Automate Admin Tasks
  • Improve Customer Journeys