A Strong Start Is The First Step To A Strong Close.

 
Quotes That Help You Hit The Ground Running On Every Deal

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Show a Clear Path Forward

Powerful tools turn complex offerings into simple groups with clear pricing so there’s no doubt about what’s in front of the buyer.

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In Lockstep With Buyers

Customer-specific pricing, products, billing, shipping, and more are automatically applied so that quotes start off tailor made.

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Take Steps Proven To Work

Use duplicates and re-orders to instantaneously generate quotes and sales orders that have found the finish line before.

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Quote The Customer On The Spot.

Mobile design keeps the power of quoting in the palm of your hand.

At the office. At the customer’s office. At the tradeshow. At home. Even over lunch at the coffee shop. EssentOne is mobile-friendly so you can quote a deal anywhere that you have your device and a connection.

Show Quotes As Beautiful, Powerful Presentations.

Interactive galleries of curated products generate the discussions that close deals.

Show quotes in the form of stunning presentations where customers comment, like, and share their way to the perfect order. EssentOne Presentations are powerful, so you can work less while you sell more — and that’s the beauty of it. Learn more

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Move Forward Arrows

Turn Quotes Into Sales Orders With A Single Click

Sales are ready to move forward the moment the customer signs off. Seamlessly convert Quotes to Sales Orders so that your team can begin delighting customers without delay.

When You’re Ready To Start, You’re Already Started.
Customer information automatically populates so details are in place right from the get-go.

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Pricing

The system automatically applies the rules you set for customer-specific pricing, volume-based pricing, profitability, and more.

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Billing

Set billing terms, overrun rules, underrun rules, and more on a customer-by-customer basis.

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Shipping

The shipping address, method, charges, and timing can be set for each customer and automatically applied.

Real-Time Feeds For Fully-Informed Quotes
Integration puts information at your fingertips.

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Product Integration

Pull any one of hundreds of thousands of products onto the quote from leading product research databases like ASI® ESP® and DistributorCentral.

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Inventory Integration

PromoStandards suppliers are ready to provide a real-time feed of inventory information right into your back office.

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Shipping Integration

Integration with UPS®, FedEx®, and USPS® provides instantaneous estimates for the best shipping rates.

Quote What You Want, Without Missteps.
Mixed products? Multiple vendors? Just add it to the quote, no complications.

Product Mix


  • Dropship Products
  • Inventory Products
  • Consigned Products
  • Custom Products
  • All on the Same Quote

Multiple Vendors


  • Multiple Suppliers
  • Multiple Decorators
  • Multiple Shipping Destinations
  • Multiple Shipping Methods
  • All on the Same Quote

Keep Everyone Informed


  • Staff-only Memos
  • Customer-only Memos
  • Supplier-only Memos
  • For the Order as a Whole
  • Or By Line Item

Know the Bottom Line


  • Automatic Margin
  • Automatic Commission
  • Customer-Specific Pricing
  • Volume-Based Pricing
  • And Customer Credit at a Click

Powerful Quotes Are Built For The Finish Line.

Get in touch to explore fully-integrated Quoting that's designed to close sales.


Get In Touch
 
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