EasyQuote - From Estimates to Payments Simplify Your Sales Process
Create Estimates, Manage Invoices, and Get Paid Faster – All in One Platform
Congratulations!
Say goodbye to manual processes. Streamlines your sales cycle by improving estimates, invoicing, and payment tracking, so you can focus on growing your business. We offers a seamless, integrated solution to handle your customers, products, and sales efficiently. Experience faster transactions, automated invoicing, and hassle-free payments.
How does it work?
Submit a Request
Complete and submit your details so that we can offer you a free 15-days trial account of the service.
Check your Email
We will send a link to your email so you can access your business profile.
Stup your Business
Loads your contacts and products, configure pricelist. Obtain advice from our experts about advanced features.
Start your Sales
With its intuitive and user-friendly interface, you can effortlessly create, manage, and customize your estimates, invoices and payments.
The Innovation Behind Our Product
The innovation behind EasyQuote solution lies in Odoo, a comprehensive and modular business management platform. This allows sales teams to configure products, apply pricing rules, and generate estimates easy.
This flexibility empowers companies of all sizes to deploy enterprise-grade quoting processes, previously accessible only to large corporations with big IT budgets. By leveraging Odoo’s powerful backend and intuitive UI, our platform redefines what’s possible in sales offering a faster, smarter, and more agile quoting process.
Start your free 15-days trial today!
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Questions? Contact our team of experts at tech@innovansis.com. We are available from Monday to Saturday, 9:00 AM to 9:00 PM EST.
EasyQuote Features
Contacts
Keep Customer Data Organized
Centralized Contact Management
Store and manage all your customer, vendor, and partner details in one place. Syncs contact information across sales, and invoicing applications.
Interaction & Activity Tracking
Keep track of meetings, calls, and emails linked to each contact. Schedule follow-ups, set reminders, and never miss an important interaction with built-in activity management.
Contact Segmentation & Tags
Organize your contacts with customizable tags and categories. Easily filter and segment customers based on location, purchase history, or custom criteria to personalize communication.
Gestión de productos
Sell Smarter with Variants & Bundles
Product Variants & Configurations
Manage multiple product variations (e.g., size, color, material) effortlessly. EasyQuote allows you to create a single product with different attributes, simplifying inventory and pricing management.
Combo & Bundled Products
Increase sales by offering product bundles and combo deals. Easily group products together for promotions, cross-selling, or special offers while maintaining accurate stock levels.
Internal Product Categorization
Organize your product catalog efficiently with custom categories and attributes. EasyQuote enables you to classify products by type, brand, or other criteria to improve searchability and reporting.
Invoicing & Payments
Get Paid Faster with Automated Billing
Automated Price Lists
Set up custom price lists based on customer groups, regions, or purchase quantities. EasyQuote automatically applies the correct pricing during sales transactions, ensuring flexible and targeted pricing strategies.
Time-Limited Promotions & Discounts
Create and manage seasonal promotions, flash sales, and special discounts with automatic start and end dates. EasyQuote ensures discounts are applied only when valid, reducing manual adjustments.
Tiered & Volume-Based Pricing
Encourage bulk purchases with volume-based pricing rules. Odoo dynamically adjusts prices based on order quantity, offering better rates for higher purchase volumes.
Sales Management
Close Deals Faster with Smart Estimates
Estimate Management & E-signature
Generate professional estimates in minutes and send them to clients with customizable templates. Enable e-signatures for quick approval, speeding up the sales cycle and ensuring fast deal closures.
Sales Order Management
Effortlessly create and manage sales orders from estimates, track their progress, and generate invoices directly from confirmed orders. Streamlines the entire sales order process to ensure accurate order fulfillment.
Sales Team Collaboration
Empower your sales team with collaborative tools, allowing seamless communication, task assignment, and progress tracking. Odoo helps your salespeople work together efficiently, improving overall performance and customer satisfaction.
Invoicing & Payments
Get Paid Faster with Automated Billing
Invoice Generation
Automatically generate invoices from sales orders or estimates, reducing manual entry and ensuring accurate billing. Odoo simplifies the invoicing process, saving time and preventing errors.
Payment Tracking & Reminders
Track customer payments in real-time and set up automated reminders for overdue invoices. Odoo helps maintain cash flow by ensuring prompt payment collection with minimal manual effort.
Invoice Customization & Templates
Customize your invoice templates to match your branding and business needs. Odoo allows you to easily create personalized invoices with logo, payment terms, and detailed item breakdowns for a professional presentation.
Competitive pricing
EasyQuote is available with a 15-day free trial, giving you full access to explore its capabilities —no credit card required. After the trial period, you can choose between our monthly or yearly subscription plans, depending on your business needs. The monthly plan offers flexibility for short-term usage, while the yearly plan provides long-term value with cost savings, training and priority support.
Trial
Ideal for newcomers giving you full access to explore its capabilities.
- Full access
- No credit card required
- No customization
- No support
Monthly Plan
Offers flexibility for short-term usage. You can cancel at any time.
- Full access
- Customization allowed
- Email support
- Training
Yearly Plan
Advanced solution for enterprises. Cutting-edge features and top-tier support.
- Full access
- Customizaion allowed
- Direct support and training
- Escalability to other features and intrgrations