Simplify Quoting. Maximize Profits. BOS Makes It Easy
Simplify Quoting. Maximize Profits. BOS Makes It Easy.
Discover the ultimate quoting tool that connects to your clients and leads, helps you track margins, and ensures every quote is accurate and profitable.
- Seamless Client & Lead Integration
- Smart Categories
- Margin Visibility
- Built-In Discount Tools
- Precision in Every Quote
Connect to Clients
BOS seamlessly integrates with your existing CRM or allows you to manually add client and lead details. With all your contacts in one place, you can easily link each quote to the right person. This ensures better tracking, organization, and follow-ups, keeping you one step ahead in your sales process.
Build Your Quote
Creating a quote has never been easier. Add products or services, categorize them for clarity, and define quantities and prices. BOS provides a streamlined interface that keeps your quotes clean, professional, and easy to read, ensuring your clients see exactly what they’re getting.
Analyze Margins
No more juggling spreadsheets or making manual calculations. BOS displays your cost price, client price, and profit margin side by side. With real-time visibility, you can make informed decisions, adjust prices strategically, and protect your profitability on every quote.
Apply Discounts with Confidence
Want to offer your client a deal? BOS makes it simple to apply discounts while showing you how it impacts your profit margins. This ensures you can be flexible while staying in control of your bottom line, making your quotes attractive and competitive.
Deliver Accurate, Professional Quotes
Once your quote is ready, BOS ensures every detail is accurate. Send it to your clients directly via email, PDF, or shareable link. Impress your clients with precise, polished quotes that build trust and increase the likelihood of closing the deal.
