SAVE TIME
  with eQuotes
 
    Send QUOTES without
WRITING or TRANSCRIBING



Live DEMO
TRY IT - ITS FREE

eQuote BENEFITS


How does it work?

  1. Client Request Quote

    Your client submit eQuote from your website.

  2. Notification

    You get notified about the client request.

  3. Login to Osmos

    Make the necessary adjustments on the quote.

  4. Click on send quote

    Send quote in seconds

  5. Client receives

    Client receives the quote within seconds

EXPLAINER VIDEO


EQUOTE - FEATURES


More Features


 

Send quotes automatically

Send quotes automatically or review them and adjust before being sent.

 

Avoid duplicates

With the use of client email, you'll be sure that no client is ever duplicate. This also makes it easier for clients to request quotes without the need to provide their personal information again.

 

Show prices

Decide if you want to show or hide prices on your eQuote page.

 

Additional fields

Customize the additional fields that are needed for your business like dates, times, address, phone numbers, social media handlers, etc…

 

eQuote format

Choose how you want to display you eQuote page; as a Pop-up window or within the page as an iframe.

 

eQuote status

You can activate and deactivate the eQuote page at anytime.

 

Delivery and transport fees

You can automatically calculate delivery and transport fees based on the total price and your cusotm set of rules.

 

eQuote catalogs

Decide what product or service catalogs you want to show on the eQuote page.



PLANS


30-days free trial - No credit card required - No setup fees; No contracts – change your plan or cancel anytime. Supported languages: English, Spanish and French

Osmos Free


FREE

Plan Features

  • 5 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • 100 leads
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • eQuote
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments

Osmos CRM

$30 USD /MONTHLY

Plan Features

  • 3 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Osmos Quotes

$70 USD /MONTHLY

Plan Features

  • 3 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads and Quotes
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • eQuote Web Form
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments

Osmos Business Management

$150 USD /MONTHLY

Plan Features

  • 5 users
  • Additional user $20 USD monthly
  • Unlimited Storage
  • Unlimited leads and Quotes
  • Roles and credentials
  • Free updates
  • 3rd Part Integrations
  • Free technical support (Chat, email and tickets)

CRM

  • Sales forecasting
  • Email integration
  • To-do list
  • Multiple opportunity type funnels and lead stages
  • +5 lead reports
  • Reminders
  • Client Rating
  • Email templates
  • Social Media Integration
  • Lead web form*
  • Phone Integration
  • CRM mobile App
  • Client Satisfaction Surveys

Quotes

  • eQuote
  • Quote one-click Interaction (Accept, Reject and Comments)
  • E-sign quotes
  • One click Quote to Invoice
  • E-payments with Stripe Integration
  • CFDI Integration for Mexico
  • Visual process bar
  • +15 Sales, performance And accounting reports
  • Product images on quotes
  • Internal notifications (Quote accepted, rejected, comment, feedback, web form, contract created
  • Automated delivery calculator
  • Advance Commission calculation
  • Product or service agnostic
  • Quote, Contract, Product, Account Receivables Calendar
  • Email integration
  • Product and service enhanced catalog (Picture, inventory, cost, commission, discount, supplier, flexible pricing, description, and more)
  • Payment agreement
  • Ready-to-use Attachments
  • Customizable Quote stages And filters
  • Quote editable templates
  • Audit trail
  • Service availability automated notification
  • High demand service notification
  • General discount and discount per item
  • Custom 2 sales tax fields
  • Add quote reminders to calendar

Account Receivables

  • Easy Due paments follow up
  • Zero error methodology And log on payment collection
  • Past due Payments
  • Automated email Reminders
  • Payments Installments
  • Account Selector
  • Produce Credit notes
  • Click to email Payment receipts
  • Stripe Integration for phone payments

Internal Orders

  • Order follow up
  • Purchase order requests
  • Assign resources to services
  • Capture of inventory
  • Mark product delivery or ervice provided

Requisitions

  • Expenses control
  • Catalog of recurring expenses and associated costs
  • Automated requests to PO department
  • Assign titles and descriptions on requisitions

Purchase Orders

  • Assign suppliers
  • PO document creation and automated email delivery
  • Assign payment terms
  • PO grouped by supplier
  • Assign delivery location
  • Flexible cost modification
  • Supplier invoice control

Inventory Main

  • Reception of goods and quantity control
  • Re-order notification

Account Payables Main Features

  • Payment notification to supplier
  • Goods reception notification
  • Programmed payment notifications to suppliers
  • Control and tracking over payments

Frequently asked questions


Can I get a demo?

We can connect through a web-conference to show you around, or we can share one of our demo videos or create one for you. Just let us know what you prefer.

Do I need a credit card for my free trial?

No, simply sign up here for your 30-days free trial

Is there a contract?

There is no contract, with Osmos you pay-as-you-go (monthly or yearly). You can change your plan anytime, add or remove additional users and cancel with no questions asked.

How do I pay Osmos?

You pay via credit card; we accept Visa, MasterCard and American Express. We accept payments via bank transfer, check or PayPal transfer ONLY for yearly subscriptions.

Is my data safe?

All your information is secured and encrypted with the latest SSL certificates. The data is stored in highly secure AWS data centers with redundancy. Your information and data is backed-up automatically daily.

What happens after my 30-days free trial?

After 30 days, your free trial will expire, and you will be switch automatically to the free plan. You can upgrade and select a different plan by entering your credit card information.

What happens after I close my account?

After you close your account all accesses to Osmos will be blocked and a 90 days countdown will be activated to wipe all the data and information from our servers automatically. This means you have 90 days to change your mind and re-activate by contacting us. Make sure to backup all your information before you decide to close the account.

Can I take my data with me?

Yes, you can download and export all tables that are available on the customer, lead, product catalog and reports section. You can as well download any PDF quotes.

Are you a Non-profit or early stage startup?

We are happy to support the non-profit and startup community by giving free accounts or plans none disclosed on the website. Get in touch with us to learn more about your needs

Do you have more questions?

We work hard to answer all your questions better. We created a FAQ section that you can browse for answers and a YouTube channel with tutorial videos. You can contact us by phone or by email

TESTIMONIALS