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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

WBudget is an online tool aimed at making the process of creating, modifying, and submitting quotes and sales proposals more straightforward. Its intuitive design empowers both professionals and businesses to produce visually appealing documents while optimizing their sales workflows. Users have the flexibility to build tailored databases by incorporating unique categories, attributes, and statuses as per their needs. Additionally, WBudget connects seamlessly with various business applications through Webhooks, facilitating access to APIs that boost its capabilities. This integration allows organizations to leverage CRM and ERP systems to align customer and product data, thereby enhancing the efficiency of generating commercial proposals through these cohesive solutions. Overall, WBudget serves as a valuable asset for any business seeking to streamline its proposal management process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Datto Workplace Yes 
FreshBooks Yes 
Google Meet No 
Harvest Yes 
HubSpot CRM No 
Microsoft Teams No 
Pipedrive No 
RD Station No 
Stripe Yes 
Zapier No 

Integrations

Datto Workplace No 
FreshBooks No 
Google Meet Yes 
Harvest No 
HubSpot CRM Yes 
Microsoft Teams Yes 
Pipedrive Yes 
RD Station Yes 
Stripe No 
Zapier Yes 

Pricing Details

$19 per month
Free Trial Yes 
Free Version No 

Pricing Details

$23/month/user
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
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) No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

QuoteRobot

Founded

2013

Website

quoterobot.com

Vendor Details

Company Name

WLabs

Founded

2019

Country

Brazil

Website

www.wbudget.app/

Product Features

Proposal Management

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

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management Yes 

Product Features

Proposal Management

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

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