Speed up your sales process with intelligent digital quotations. Create professional, customizable quotes that clients love to accept, with integrated payments and real-time collaboration.
Transform your sales process with intelligent features that accelerate approvals and enhance client experience
Use a single click to select from a variety of templates or create from scratch with pre-defined products and services.
Instantly send digital quotations to customers for quick review and acceptance, speeding up the sales process.
Manage multiple currencies with automatic rate updates, ensuring accuracy and transparency for international clients.
Swiftly secure necessary approvals, eliminating constant emails and meetings while speeding up the approval process.
Customers can directly comment or request revisions on quotations, facilitating quicker adjustments and better expectations.
Maintain detailed audit trails of creation, review, price changes, and payments for complete transparency.
Seamless Stripe integration allows for swift and secure online payments. Customers can instantly download invoices post-payment.
Support for traditional payment preferences with bank transfers. Customers can annotate quotations with payment details.
Apply your company logo, colors, and styling to create professional quotations that reinforce your brand identity.
Set up custom terms and conditions, payment terms, and service agreements tailored to your business needs.
Create and manage multiple quotation templates for different services, ensuring consistency across all proposals.
Custom Branding
Make instant updates to quotations and notify clients immediately. Track all changes with detailed revision history.
Quickly duplicate successful quotations for similar projects. Save time by reusing proven templates and pricing structures.
Automated notifications for quote views, comments, approvals, and payment status updates keep everyone informed.
Real-Time Revisions
Track quotation success rates, average response times, and revenue metrics to optimize your sales process.
Set up automated follow-ups, approval workflows, and reminder systems to streamline your quotation process.
Quickly find quotations by client, service type, date range, or status with powerful search and filtering capabilities.
Performance Analytics
Digital quotations integrate seamlessly with your existing systems for a complete business solution
Attach relevant documents to quotations for comprehensive proposals. All information organized in one place.
Convert quotations into orders seamlessly, reducing manual work and speeding up the sales process.
Set up predefined tasks for timely follow-ups and order fulfillment based on quotations.
Trusted by corporate service providers worldwide
“The quotation feature in Secdify has dramatically sped up our workflow, it’s a must-have for efficiency.”
“Digital quotation is a game-changer, the integrated payment system really helps with our payment collection.”
“The ability to customize templates has saved our team countless hours and significantly reduced errors.”
Join hundreds of corporate service providers who have revolutionized their sales process with Secdify's digital quotation platform. Experience faster approvals, integrated payments, and enhanced client satisfaction.
Tailored to the specific needs of Corporate Service Providers, these selected features ensure peak efficiency, compliance, and enhanced client management.
All-in-one view for corporate governance, including details, filings, registers, officers, shares, and documents.
Showcasing customer details, cases, deals, quotations, statements, works, schedules, and documents.
Drive collaboration with controlled multi-level access, resource connectivity, and comprehensive activity logs.
Creation of onboarding, AGM, and resolutions with customizable templates, seamlessly integrated.
Streamline document signing with secure, legally-binding electronic signatures, reducing turnaround times.
Simplify data collection with customizable digital forms, enhancing client interaction.
Speed up your sales and payment process with easy-to-create and send digital quotations.
Ensure no filing is overlooked with clear oversight and reminders for all statutory filings.
Manage client and entity risk levels with integrated searches and secure data storage for improved compliance.
Discover how our comprehensive toolkit can transform your corporate service operations and boost your productivity.