Features

Great dashboard
Dashboard gives you basic overview of all your proposals and client activities like viewing, approving or commenting proposals. You can display all the info or just proposals that belong to you or one of your colleagues.

Great charts and stats

Get a quick overview how the sales process is working by looking at the charts. Charts can display either quantities or value or proposals.

Client activity

See who, when and how long viewed your proposals, also keep track of the latest comments from your prospects or clients.

Universal search

The search bar at the top of each page allows you to get to any of your proposals or clients from every page in our app.

Filters

Switch the dashboard to display all proposals, or just the proposals created by you or one of your coworkers.

Proposal editing


User friendly content editing

Drag & drop interface

The editing process couldn't be more intuitive. It's a true WYSIWYG form of editing, no need to click back and forth between preview and editing.

Tokens

Use predefined ([ClientFirstName] etc.) or your own custom tokens ([my_token_abc] etc.) inside the text of a proposal or in email templates.

Images and files

You can upload images and place them in the proposal, also you can upload and link PDFs or other files to proposals.

Templates

You can prepare text templates that will save you a lot of time. Text block library is another way to compose a proposal from smaller pieces.

Proposal editing


Main features
Optional items

Optional items

Use optional items to sell more services and reduce redos and unnecessary communication with clients. You can make some or all optional items pre-selected by default if you wish.

Themes

Beautiful & responsive themes

Choose one of our many ready-made responsive (mobile-friendly) themes or create your own theme by modifying our theme or start a new one from scratch. The ready-made theme doesn't match your company colors? Just recolor it - change the color of the background image, headlines etc.

Templates

Proposal templates

Easily prepare reusable proposal templates for your services or products. NiftyQuoter uses three kinds of proposal templates: theme, content and pricing templates for the highest efficiency. Replaceable tokens in text templates are also supported.

Send proposal directly by e-mail

Send proposal directly by e-mail

No need to download PDFs and attach them to emails manually, just send them right from NiftyQuoter. You can prepare multiple email templates for different services you offer or for a different stage of a sales process.

Automatic PDF generation

Automatic PDF generation

A PDF is generated automatically by NiftyQuoter. You or your clients can display it right in the browser or download it.

Easy proposal approval

Easy proposal approval

Your clients can approve or reject a proposal easily, you can customize messages they see before and after an approval, so they know how the sales process will continue. You can provide your "terms of service" text that will be displayed in an approval form.

Multiple users in one account

Multiple users in one account

You can see the activity of each member of your sales team. NiftyQuoter supports two types of roles: managers can do everything - for you and your business partners, or create a sales role for your employees.

Smart discounts

Smart discounts

You can use a relative (%) or absolute ($) discount for the whole quote and/or set different discounts for each quote item.

Quote groups and subtotals

Quote groups and subtotals

You can split your quotes into different groups (e.g. Implementation, SEO, Marketing etc.). If you use groups in your quotes you can also enable subtotals so that your clients can easily see the costs of each group.

Proposal approval signature

Proposal approval signature

You can require your clients to sign a proposal approval by typing their name and/or drawing their signature by a mouse.

Analytics

Analytics

Track all the views of a proposal. See when and how long your prospect viewed a proposal or downloaded a PDF version of a proposal.

Translatable client-side texts

Translatable client-side texts

Client side texts (approve proposal, reject proposal, etc.) can be translated to another language or just customized to your needs. That means you can use our proposal software even if you don't send proposals in English. You can even add multiple languages.

Text block library

Text block library

Save text blocks for reuse, then just drag and drop them to another proposal. Use tags to organize your library.

Editable quantities

Editable quantities

You have the ability to let your clients change quantities of line items in your proposals.

SSL security

SSL security

We use strong 256-bit SSL (HTTPS) security to make sure nobody looks at your communication with our cloud servers.

Custom tokens

Custom tokens

In addition to predefined tokens ([ClientFirstName] etc.) you can also define your own tokens. Use them in your text templates and then just fill in their actual values when creating a proposal.

Auto reminders

Auto reminders

You can set up sending custom emails automatically to you or your clients for example 3 days after a proposal was sent or viewed.

Reasons for rejection

Reasons for rejection

You can prepare various reasons for rejection and your clients will be able choose their reasons. They can also fill in custom text field.

HTML emails with open tracking

HTML emails with open tracking

You can send HTML emails (emails with images and text formatting). You can also enable email open tracking via the transparent image technique.

CSV import/export

CSV import/export

You can export and import product templates. Can be very useful if you're selling a lot of different physical products with changing prices.

Nifty workflow

Automatic proposal expiration

You can set an expiration date so your clients won't be able to approve proposals after that date. However they will be able to easily request an updated proposal by clicking a button.

NiftyQuoter integrates well with the following systems
Highrise

Highrise

Integration with Highrise allows you to easily import all your contacts, export proposals as deals and save sent emails to Highrise using your drop box email address. See more...

Pipedrive

Pipedrive

Integration with Pipedrive allows you to import all your contacts and export proposals and sync their status to Pipedrive. Outgoing emails can be saved to Pipedrive using your drop box email. See more...

Capsule

Capsule

Capsule integration allows both import and export of proposals as opportunities in Capsule. Importing clients from Capsule is supported as well. Sent emails can be saved to Capsule using your drop box email. See more...

Harvest

Harvest

Integration with Harvest allows importing all your clients and exporting proposals. Exporting a proposal creates an invoice, a project and a client. All you need to do is to click on one button. See more...

Nutshell

Nutshell

Integration with Nutshell allows you to import all your accounts & contacts and export proposals and sync their status to Nutshell. Outgoing emails can be saved to Nutshell using your drop box email. See more...

Zoho CRM

Zoho CRM

Integration with Zoho CRM allows you to import all your leads, accounts and contacts to NiftyQuoter. See more...

FreshBooks

FreshBooks

Easy to use integration with FreshBooks enables you to import all your clients to NiftyQuoter and export proposals as invoices to FreshBooks. Clients will be exported automatically if needed. See more...

Xero

Xero

Integration with Xero accounting software allows you to import all your contacts to NiftyQuoter. In addition to that you can also create invoices and associated contacts in Xero from NiftyQuoter with one click. See more...

QuickBooks

QuickBooks

Integration with Quickbooks accounting software can import all your customers to NiftyQuoter. You can also create invoices and associated customers in Quickbooks from NiftyQuoter with one click. See more...

Teamwork

Teamwork

Integration with Teamwork allows you to import all your contacts to NiftyQuoter so you don't have to manually create them and also export proposals as projects along with the associated contacts. See more...

Stripe

Stripe

Integration with Stripe allows you to add Stripe Pay Now button to your proposals. It's not compatible with the custom domain feature! See more...

Zapier

Zapier

Zapier is a service that lets you connect our app to a lot of other web apps. See more...

PayPal

PayPal

You can add PayPal Pay Now button directly to your proposals. See more...

Client testimonials
"We took a number of different platforms for a spin before selecting NiftyQuoter, and we made the right decision. NiftyQuoter offers Roadpost the ideal mix of flexibility and ease of use, and the customer support and responsiveness has been tremendous. NiftyQuoter’s impact on internal productivity has been immediate, reducing the time it takes to generate a proposal from 20 minutes to less than five. Most importantly, we’re presenting a much more professional face to our prospects, have more back-and-forth dialog with greater insight into what happens on the client side after sending the proposal, and are closing more opportunities."
Morris, Roadpost.com
"We trialled nearly all of the online proposal apps and fell in love with NiftyQuoter because it has the most powerful customisation tools, which is very important for our business image. Not only that, but the customer service has been truly outstanding; the owners truly take the time to listen to their users and act on it, which is really rare in this day and age. It already has a fantastic list of features and I look forward to watching it grow. Oh yes, and it has made proposal writing fun for us!"
"After signing up for multiple quoting/proposal based software trials, we finally found our favorite system Nifty Quoter! The system has met our needs and continued to meet new needs as their company develops new features and updates to their system. We love how we can whitelabel proposals and URL’s for our clients."
Brandon, Utah SEO Pros
"You guys are awesome! We love your company, great software with great people behind it."
Jeff, Avenue 25
"An intuitive, customizable and user friendly system with fast and efficient support. With NiftyQuoter we maintain absolute control of ongoing proposals. Thank you for making our job easier. Many thanks!"
"NiftyQuoter is an efficient, flexible and powerful online tool for managing proposals. My customers are already asking us how to implement it in their companies too. Congratulations to the NiftyQuoter team."
Fabricio, Novos Conceitos