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Description
BoltWise is an innovative platform that utilizes AI to enhance quoting and automate workflows tailored for industrial distributors and fastener sellers, aiming to simplify the more labor-intensive elements of sales, sourcing, and catalog management. By speeding up the quoting process, it provides quicker responses through advanced part matching capabilities that can decipher messy RFQs, typos, and abbreviations while seamlessly aligning customer and supplier part numbers with your own, thus reducing the need for tedious manual searches. Furthermore, BoltWise improves catalog management by transforming inconsistent part descriptions into easily searchable attributes and identifying duplicates, allowing teams to spend less time trying to remember part numbers. The platform also takes care of repetitive tasks, such as processing customer POs and creating purchase orders, thereby allowing employees to dedicate more time to enhancing customer service and engaging in strategic initiatives. In addition, it features a comprehensive supplier library that enables rapid identification of vendors for hard-to-source parts, alongside quoting analytics that provide valuable insights into trends related to parts, successful customer acquisitions, productivity metrics, and areas that may require attention within operations. This holistic approach not only increases efficiency but also empowers teams to make informed decisions based on data-driven insights.
Description
In the process of preparing quotes, integrate discounts and taxes for each line item or incorporate them into the total pricing directly. Organize and categorize frequently utilized products and services with tailored fields for easier access. Facilitate online quote submission for customer approval, allowing for seamless updates. Utilize a content library to store reusable materials, accelerating the quote preparation process significantly. Engage in discussions with customers as they review quotes online, addressing any objections instantly. Oversee distinct combinations of products and services in your catalog that cater precisely to your buyers' requirements. Craft optimal solutions from the catalog that address customer needs efficiently while generating quotes. Deliver documents to customers through an online viewer, receiving immediate notifications regarding views and comments. Establish token placeholders for customer information within your templates, enabling quick replacements prior to sending. Additionally, streamline the entire quoting process to enhance overall efficiency and customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
Epicor Prophet 21
INxSQL
The Business Edge
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BoltWise
Founded
2023
Country
United States
Website
getboltwise.com
Vendor Details
Company Name
QuoteBee.io
Founded
2017
Country
India
Website
quotebee.io
Product Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Product Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
