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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

EMBquote is a comprehensive, cloud-based application designed for quoting and managing shops in the embroidery and decorated-apparel sector. It assists both staff and customers in choosing decoration techniques, apparel items, colors, sizes, placements, and customer information while generating editable estimates that utilize real-time product and availability data from suppliers like SanMar and S&S Activewear. Businesses can customize markup levels, apply additional fees, maintain customer and artwork records, and transition quotes into active production jobs seamlessly. The platform features a dashboard that monitors orders through customizable workflow stages, allowing for task assignments, rush order tracking, and job file management. Additionally, EMBquote integrates with QuickBooks Online to streamline the creation and modification of estimates, match customers effectively, and facilitate invoice payments. The Pro version comes with a unique branded storefront for customers to explore products and place orders, while offering both Pro and Enterprise plans to cater to various business needs, with the Pro version also including a trial period of 14 days for evaluation. This application not only enhances operational efficiency but also improves the customer experience, making it an essential tool for businesses in this industry.

Description

Salesbuildr is a cloud-based sales solution tailored for managed service providers (MSPs), merging distributor catalogs and pricing with features for quoting, proposals, and pipeline oversight. Sales representatives can effortlessly create quotes from synchronized product catalogs, implement pricing and approval guidelines, and dispatch branded online proposals that include customer selections and electronic signatures. When quotes are approved, they can seamlessly sync with platforms such as Autotask, ConnectWise Manage, or HaloPSA, while also offering CRM integration with HubSpot. Additional features encompass recurring contracts, leasing calculations, multi-currency quoting, and localized proposal content, along with tools for prospecting and whitespace analysis to pinpoint service gaps within customer portfolios. Furthermore, a branded storefront enables self-service ordering, enhancing user experience. The platform also includes a public REST API and webhooks, facilitating custom integrations for various business needs. Salesbuildr is specifically crafted to support MSP sales teams in effectively managing distributor-sourced products and services, in addition to handling recurring agreements and tracking customer opportunities efficiently.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

Autotask PSA No 
HaloPSA No 
HubSpot CRM No 
Pax8 No 
QuickBooks Online Yes 
QuickBooks Payments Yes 

Integrations

Autotask PSA Yes 
HaloPSA Yes 
HubSpot CRM Yes 
Pax8 Yes 
QuickBooks Online No 
QuickBooks Payments No 

Pricing Details

$149/month
Pro is $149/month at the early-bird rate, locked in for life while the subscription stays active; the regular price is $299/month. The 14-day Pro trial requires a credit card, and the $149/month subscription begins after the trial. Enterprise pricing is custom.
Free Trial Yes 
Free Version No 

Pricing Details

$329/month
Standard is $329/month with a 12-month minimum term and includes 3 users and up to 6 distributor integrations. Additional users are $65/month each. A one-time $1,099 onboarding fee applies. API access is included with the Premium plan.
Free Trial No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

EMBquote

Country

United States

Website

embquote.com

Vendor Details

Company Name

Salesbuildr

Founded

2021

Country

Netherlands

Website

www.salesbuildr.com

Product Features

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 

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management Yes 
Task Management No 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

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