Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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