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Description
Regardless of whether your business operates in the commercial or residential sector, EasyQuote HVAC is designed to save you both time and money with its user-friendly and cost-effective software solutions. Our estimation software caters specifically to the needs of small businesses while still offering robust features that are suitable for enterprises of any size. Unlike other HVAC software, EasyQuote stands out as it eliminates the need for expensive training sessions or lengthy contracts; every purchase comes with a year of technical support, and updates are available at reasonable prices. Proposals can be generated with unprecedented ease. With EasyQuote HVAC, selecting your equipment is a breeze thanks to convenient pop-up menus, allowing you to provide your customers with multiple options and finalize deals right in their homes. You can create job files and proposals in mere seconds, and our platform offers the flexibility to present various quote options, including good, better, and best presentations, as well as comparisons between gas and heat pump systems. This level of efficiency transforms the way you approach HVAC sales, making the entire process smoother and more effective.
Description
To get started with proposal automation and quoting software, you will need to spend days training or pay for help from an IT consultant who has a Ph.D. in APIs. iQuoteXpress, (IQX), does the heavy lifting to quickly deliver a fully supported, customized, and integrated sales proposal and quoting system. It's a simple to use, configure, price, and quote system. Your brand values should be reflected in your sales proposals. IQX templates for proposal design will ensure that every quote you give to a customer has the same look and feel. We will create a custom dashboard for your quoting system and load your products, services, pricing schedules and even customers and accounts. Analytics is essential for sales enablement. We'll set up the back-end tracking tools to provide you with complete oversight and ensure that no proposal or business opportunity is missed.
API Access
Has API
API Access
Has API
Integrations
Docusign
QuickBooks Online
Salesforce
Zoho Books
Zoho CRM
Pricing Details
$595 one-time payment
Free Trial
Free Version
Pricing Details
$39 per year
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
Derden
Country
United States
Website
www.easyhvacsoftware.com
Vendor Details
Company Name
iQuote Xpress
Founded
2008
Country
United States
Website
www.iquotexpress.com
Product Features
HVAC Estimating
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Product Configurator
2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
