Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Quoterite streamlines the complete operations of a window covering enterprise within a single web platform, encompassing quoting, customer relationship management, sales pipelines, order processing, production scheduling, payment solutions, and e-commerce functionalities. Designed specifically for businesses dealing with blinds, curtains, drapes, and shutters, it caters to retail showrooms, manufacturers, wholesalers, and online retailers across various regions, including Australia, New Zealand, the United States, Canada, the United Kingdom, and South Africa. The platform harnesses the power of AI to facilitate essential tasks, such as a quote verification system that identifies specification discrepancies before they impact production, and a price-list ingestion feature that rapidly transforms supplier pricing documents into operational catalogs within hours. Additionally, manufacturers benefit from advanced production scheduling supported by wireless machine connectivity and dedicated dealer ordering portals. Pricing is transparently published on a month-to-month basis without requiring any long-term commitment, and the onboarding process is handled for the user, typically bringing them online within one to two weeks. Furthermore, Quoterite offers seamless integration with accounting platforms like Xero, MYOB, and QuickBooks, while providing payment processing through Stripe, including options for Afterpay and Zip, ensuring a comprehensive solution for all aspects of the window covering industry. With such robust features, businesses can focus on growth while confidently relying on Quoterite to manage their operations efficiently.
Description
Salesbuildr is a cloud-based sales solution tailored for managed service providers (MSPs), merging distributor catalogs and pricing with features for quoting, proposals, and pipeline oversight. Sales representatives can effortlessly create quotes from synchronized product catalogs, implement pricing and approval guidelines, and dispatch branded online proposals that include customer selections and electronic signatures. When quotes are approved, they can seamlessly sync with platforms such as Autotask, ConnectWise Manage, or HaloPSA, while also offering CRM integration with HubSpot. Additional features encompass recurring contracts, leasing calculations, multi-currency quoting, and localized proposal content, along with tools for prospecting and whitespace analysis to pinpoint service gaps within customer portfolios. Furthermore, a branded storefront enables self-service ordering, enhancing user experience. The platform also includes a public REST API and webhooks, facilitating custom integrations for various business needs. Salesbuildr is specifically crafted to support MSP sales teams in effectively managing distributor-sourced products and services, in addition to handling recurring agreements and tracking customer opportunities efficiently.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Autotask PSA
No
HaloPSA
No
HubSpot CRM
No
Pax8
No
Pricing Details
$195
Free Trial
No
Free Version
No
Pricing Details
$329/month
Standard is $329/month with a 12-month minimum term and includes 3 users and up to 6 distributor integrations. Additional users are $65/month each. A one-time $1,099 onboarding fee applies. API access is included with the Premium plan.
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)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Quoterite
Founded
2016
Country
Australia
Website
www.quoterite.com
Vendor Details
Company Name
Salesbuildr
Founded
2021
Country
Netherlands
Website
www.salesbuildr.com
Product Features
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
Product Features
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
Yes
RFP Management
No
Requirements Management
No
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
Yes