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Average Ratings 6 Ratings

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support

Description

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

Description

Utilizing QuoteIQ to send quotes allows potential clients to immediately recognize the exceptional quality of your business's services. These quotes are designed to be straightforward, enabling customers to effortlessly add additional services and confirm their acceptance of the quote. Moreover, the quicker you provide a quote to your customer, the higher your chances of securing the job become. Managing work schedules and ensuring that everyone, from your crew to your clients, stays informed is simple with QuoteIQ. Our calendar system is specifically designed for home service companies, making it easy to track all your appointments effectively. With QuoteIQ, online payment processing is smoothly incorporated into your account without any additional monthly or setup fees; you only pay transaction fees when you receive payments. This means you can access your funds four times quicker than if you were using checks. Additionally, Instaquote streamlines your quoting process by allowing customers to generate their own quotes for any of your services, enhancing their experience and engagement. This capability not only speeds up your workflow but also boosts customer satisfaction by offering them greater control over their service selections.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

DynaMaker
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP Store
Salesforce

Integrations

DynaMaker
Microsoft Dynamics 365
Microsoft Excel
NetSuite
SAP Store
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$29.99 per month
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

Experlogix

Founded

2002

Country

United States, Netherlands

Website

www.experlogix.com

Vendor Details

Company Name

QuoteIQ

Founded

2023

Country

United States

Website

myquoteiq.com

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 Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Visual Configuration

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

Product Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Quoting

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

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