Quotiva
Quoting software that closes deals
An intelligent quoting and proposal platform that helps service businesses create beautiful, branded proposals in minutes and close deals faster with built-in e-signatures and analytics.
The impact we delivered
Measurable outcomes that transformed Quotiva Inc.'s business.
Understanding the problem
Service businesses were spending hours creating quotes in spreadsheets and Word documents, leading to inconsistent branding, pricing errors, and lost deals due to slow response times. They needed a solution that could streamline the entire quoting process while maintaining flexibility for complex pricing scenarios.
How we solved it
We built a comprehensive SaaS platform with a drag-and-drop proposal builder, intelligent pricing engine, template library, and integrated e-signatures. The platform includes a client portal for viewing and accepting quotes, plus analytics to track proposal performance.
Step by step
How we approached this project to deliver exceptional results.
Researched quoting workflows across multiple service industries
Designed intuitive drag-and-drop proposal builder interface
Built flexible pricing engine supporting complex pricing models
Created template system with brand customization options
Integrated DocuSign API for legally-binding e-signatures
Developed analytics dashboard for proposal performance tracking
Project highlights
Key screens and features from the final product.
Drag-and-drop proposal builder
Client portal with e-signature
Analytics and conversion tracking
"Quotiva cut our proposal time from 2 hours to 10 minutes. We've closed 35% more deals since switching, and our clients love the professional look."
Ready to start your project?
Let's create something amazing together. Tell us about your project and we'll make it happen.