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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AccuQuote was designed specifically for HVAC manufacturers' representatives, simplifying the creation of professional and precise quotes. This innovative tool allows your team to dedicate more time to engaging with clients and less to the tedious task of generating quotes on a computer. If your business is currently depending on spreadsheets for quoting, you may be operating with inaccurate data. A study from the International Conference on System Sciences revealed that an alarming 76% of spreadsheets have errors. With AccuQuote, calculations for price, margin, markup, and freight costs are done automatically. Say goodbye to the mistakes associated with spreadsheets and whiteboards. Your entire sales force will benefit from access to a centralized database of templates, ensuring consistency and efficiency in the quote creation and management process. By updating specifications, costs, and markups in one centralized template, your sales team will be able to utilize the most current information for quoting instantly, leading to improved accuracy and professionalism in your proposals. This streamlined approach not only enhances productivity but also fosters stronger client relationships.

Description

QuotedPart is a cloud-based quoting solution designed specifically for CNC machine and sheet metal job shops. This software allows shops to easily forward RFQ emails, respond to buyer inquiries via a web-based RFQ page, and upload various file formats including STEP, IGES, and PDF. It has the capability to analyze 3D models and extract crucial drawing information such as material specifications, finish types, tolerances, and thread details; additionally, it can make estimates based solely on drawings while outlining any assumptions made. Estimators can customize work centers, set shop rates, choose materials, define operations, and apply markups, all while reviewing adjustable routings, costs, profit margins, lead times, and quantity discounts. The software enables quotes to be presented as branded customer-facing pages or in PDF format, allowing buyers to select quantities and finalize their orders through a purchase order. In addition, QuotedPart facilitates the transfer of estimates, routings, and quotes directly to JobBOSS², and it can export quotes and won orders in CSV or Excel formats for integration with other systems, while also offering an ITAR-compliant vault for managing sensitive part data securely. This comprehensive tool streamlines the quoting process, enhancing efficiency and accuracy for job shops.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

JobBOSS² No 

Integrations

JobBOSS² Yes 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Pricing Details

$99/shop/month
The founding rate is $99 per month per shop for the first 20 shops that subscribe by October 16, 2026, and remains locked while subscribed. The standard plan is $199 per month per shop. Both include unlimited users and are billed monthly. There is no setup fee or minimum contract, and applicable taxes are extra. The 14-day trial includes all features and requires no credit card.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AccuQuote

Founded

2016

Country

United States

Website

accuquote.direct/

Vendor Details

Company Name

Helios One

Founded

2026

Country

Finland

Website

quotedpart.com

Product Features

HVAC

Billing & Invoicing No 
Customer Database Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking No 
Technician Management No 
Work Order Management Yes 

HVAC Estimating

Billing & Invoicing No 
Commercial/Industrial Yes 
Cost Database Yes 
Data Import / Export No 
Equipment Maintenance No 
Financing Management Yes 
Labor Rates No 
Quotes/Proposals Yes 
Scheduling Yes 
Takeoff Yes 

Product Features

Manufacturing

Accounting Integration No 
ERP No 
MES No 
MRP No 
Maintenance Management No 
Purchase Order Management No 
Quality Management No 
Quotes/Estimates No 
Reporting/Analytics No 
Safety Management No 
Shipping Management No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

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