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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The SAASRAM Suite developed by SAASTEPS serves as a comprehensive solution for managing the entire revenue lifecycle, aimed at optimizing and automating business functions to promote increased growth and profitability. Built on the Salesforce platform, it utilizes a cohesive data model that removes the necessity for custom coding or complex integrations, facilitating smooth connectivity with pre-existing CRM and ERP frameworks. This suite includes multiple features such as eCommerce, payment processing, quoting, subscription management, billing and invoicing, renewals, and revenue recognition. By adopting this all-encompassing strategy, businesses can effectively attract, retain, and nurture customer relationships through a unified 360˚ customer view dashboard. Furthermore, by merging billing, renewals, and revenue recognition into a single cohesive system, SAASRAM enables teams to work together more effectively, automate their processes, and discover new growth possibilities that extend beyond the initial sale, paving the way for long-term success. This robust toolset not only simplifies operations but also enhances customer satisfaction, ultimately leading to stronger business outcomes.

Description

TurboQuote is an integrated Configure, Price, Quote (CPQ) solution within the TurboDocx platform, designed to help sales teams swiftly generate precise and professional quotes by merging product configuration, pricing management, and document creation into one seamless workflow. This solution empowers users to oversee product catalogs, incorporating configurable options, bundles, and dependency rules to ensure that only valid combinations of products are available during the quoting phase. It features price books that accommodate various pricing structures tailored to different customer segments, geographic regions, or sales channels, automatically applying the appropriate pricing to each quote, which significantly minimizes manual calculations and potential errors. Once the configuration is complete, quotes can be rapidly produced as branded PDF documents, ensuring a uniform and professional appearance across all sales documentation. Additionally, TurboQuote enhances efficiency by fully integrating with document automation and e-signature tools found in TurboDocx, thereby streamlining the entire process from quote to proposal. This integration not only saves time but also helps maintain a high level of accuracy throughout the sales process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

TurboDocx

Integrations

TurboDocx

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10 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

SAASTEPS

Founded

2021

Country

United States

Website

saasteps.com/saasram-suite/

Vendor Details

Company Name

TurboDocx

Founded

2022

Country

United States

Website

www.turbodocx.com/products/turboquote

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Quoting

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

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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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