Bondly

Bondly is a cost-estimate template tool offered by the vendor, Bondly. According to the vendor, the product aims to automate the pre-sales process, streamline deal management, and potentially increase the quote-to-deal conversion rate. It is designed for both Enterprise and Self-employed companies and can be utilized by various professions and industries such as business companies, SaaS companies, and freelancers or self-employed individuals.

Key Features

No-code editor: Bondly provides a no-code editor that allows users to create customized cost estimate forms without requiring coding knowledge. Users can easily add questions and calculations tailored to their services or products.

Share & Collect: Users can conveniently share their estimate forms with clients through public links or embedded formats, according to the vendor. Clients can then access the estimate form, provide their inputs, and facilitate the collection of information.

Sales pipeline: Bondly includes a simple CRM that enables users to manage and track their deals in a sales pipeline. Users can move deals through different stages, track progress, and stay organized, as stated by the vendor.

Notifications: Bondly offers a comprehensive notification system to keep users informed about important updates and actions related to their quotes and deals. Users can receive notifications for new leads, deal updates, and other relevant events, according to the vendor.

Data & Analytics: Bondly provides data and analytics reports that offer insights into the effectiveness of quotes and estimates, as claimed by the vendor. Users can make data-driven business decisions based on the analytics reports generated by Bondly.

Security: Bondly emphasizes the security of user data by implementing robust security measures. According to the vendor, user information and data are protected through encryption and other security protocols.

Good looking estimate, quotes: Users can create visually appealing estimates and quotes with Bondly, as stated by the vendor. Functional elements can be added to the estimates to enhance client understanding of the proposition.

Ready-to-use templates: Bondly offers ready-to-use templates that users can utilize for their estimates. Users also have the flexibility to create their own templates and easily duplicate estimates for different clients, according to the vendor.

Reduce errors: According to the vendor, Bondly helps users avoid sending clients poorly prepared offers with mistakes in calculations or wrong items included. By automating the quote process, Bondly aims to reduce error rates by up to 32%.

Better customer experience: Bondly aims to empower clients by giving them a sense of control over the overall price, as stated by the vendor. Clients can create multiple quote variants with different item prices and dependencies, potentially enhancing their experience.