QuoteXpress Features

Take the tour

All the Information you need on your active quotes and cases is close at hand

Crystal Clear Dashboard

The moment you login you can clearly see an overview of your introduction pipeline.

Find Information Quickly & Easily

Our familiar search tool allows you to quickly answer questions on the status of a matter.

Full Correspondence History

QuoteXpress automatically stores all emails you send through the platform. You can also add notes.

Notifications, Reminders & Callbacks

Quote reminder and callback requests help you to maximise the potential to convert your leads.

Detailed Reporting

Comprehensive reporting tools, so you can see quotes created, conversion rates and instructions.

Device & Platform Independent

Use QuoteXpress on a tablet, smartphone, laptop or desktop PC across a range of web browsers.

Showcase your brand, not ours

Customised Branding

QuoteXpress can be branded to match your firm's colour scheme.

Customised Documents

Create a wide range of templated documents for use pre or post instruction.

Customised Workflows

Add a unique workflow for each case type and keep your client updated on case progress.

Other features and benefits

Take Payment on Account

QuoteXpress is currently integrated with Stripe, which allows you to take payments on account.

Electronic Signatures

Get you client care pack signed quicker using electronic signatures

To find out more about QuoteXpress call 0114 383 0382, email hello@quotexpress.co.uk or contact us

Request a Demonstration

Take a guided tour of QuoteXpress now

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