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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Jumpstart your estimation process by leveraging templates and readily available content, minimizing the effort required to generate proposals that still maintain a personalized touch. With a collaborative approach, multiple team members can contribute to the same proposal simultaneously, ensuring that all updates are automatically recorded in an extensive changelog. This method helps circumvent resource allocation challenges by providing clear tracking and visual representation of project advancements. Proposals can be created, accessed, and modified from any device—be it a computer, tablet, or smartphone—making the process highly flexible. The inclusion of graphical representations, notifications, and real-time activity feeds keeps you informed about your team's actions. Additionally, consolidate frequently sold products and services in a single repository for quick access and reuse. Establish internal guidelines that empower junior staff to operate independently. Furthermore, you can invite, manage, and remove users as needed, while also setting permission levels that accurately reflect their roles in the estimation workflow. By streamlining these processes, teams can enhance their efficiency and responsiveness in proposal creation.

Description

Every team has distinct requirements, which is why we assess those specific needs and tailor JobSuite to enhance your workflow, leveraging the robust capabilities, creativity, and security that the Salesforce platform offers. Standard solutions may not cater to the demands of busy teams, prompting us to adopt a more personalized strategy that fine-tunes our software to boost productivity. Whether managing a multitude of ongoing projects or transitioning to remote operations, we develop a customized solution that aligns perfectly with your preferred working style. Everything you require is centralized: from schedules and documents to messaging, time tracking, reporting, estimates, and beyond. You can design bespoke workflow templates for a variety of tasks, including campaigns, estimates, invoices, and reports—whatever you need. We are enthusiasts of templates. Additionally, streamline your processes with ease: create jobs, delegate tasks, mark them as complete, and send out notifications to your entire team—these functionalities are just the beginning. Our goal is to ensure that your team can work as efficiently as possible, no matter the circumstances you face.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Estimo

Founded

2016

Country

Italy

Website

estimo.tech

Vendor Details

Company Name

TrackIT Project Management Systems

Country

United States

Website

jobsuite.net

Product Features

Proposal Management

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

Product Features

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies Yes 

Alternatives

Alternatives

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