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Description
QuoteRobot simplifies the process for web professionals to create effective proposals, invoices, and contracts effortlessly. With our expertly crafted themes for proposals, invoices, and quotes, you can present a polished image. Instead of relying on traditional word processing software, you have the option to select from our unique themes or design one tailored to your needs. QuoteRobot intelligently extracts line item information from your documents, enabling you to determine the appropriate charges for each item automatically. You can choose to start with a blank slate or take advantage of our ready-made proposal templates, allowing you to dispatch your quotes swiftly. Additionally, you can archive previous proposals to serve as templates for future offers. Sending a proposal to a prospective client is a breeze, as they can approve it through your dedicated subdomain with just one click, and you may also include a PDF attachment. Furthermore, you can effortlessly create a comprehensive project timeline that includes payment milestones, ensuring that your clients are aware of their payment responsibilities to maintain progress. This streamlined approach not only enhances efficiency but also fosters better client relationships.
Description
Sbison serves as a comprehensive tool for tracking quotes, monitoring time, and facilitating collaboration, making it a perfect fit for advertising firms, development teams, marketing organizations, and various consulting enterprises. With full access to features like quote and time tracking, users can enjoy a yearly subscription for just $144 when purchasing seat licenses annually, which translates to a 20% discount compared to the monthly plan. Additionally, enterprise clients can benefit from further price reductions. The platform allows your entire team to effortlessly access quote details from any location, ensuring that the information is fully searchable. It also maintains a running total of pending, approved, and completed quotes, which simplifies resource forecasting, billing processes, and cost analysis. The time tracking capability enables teams to effectively capture all billable hours, transforming previously overlooked time into potential revenue. Moreover, team members can conveniently document and exchange innovative ideas and processes, preventing valuable knowledge from being lost or confined to individual silos. Overall, Sbison enhances collaboration and efficiency within teams, ultimately driving better business outcomes.
API Access
Has API
API Access
Has API
Integrations
Datto Workplace
FreshBooks
Harvest
Stripe
Pricing Details
$19 per month
Free Trial
Free Version
Pricing Details
$144.00/year/user
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
QuoteRobot
Founded
2013
Website
quoterobot.com
Vendor Details
Company Name
Sbison
Country
Canada
Website
www.sbison.com
Product Features
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
Product Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management