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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

SwiftyQuote creates tailored online product configurators specifically designed for manufacturers of instrumentation. These configurators transform product catalogs, ordering guides, and technical specifications into an intuitive selection process, allowing buyers to easily navigate through valid combinations, identify the right model code, access datasheets, and submit quote requests. Manufacturers can seamlessly integrate a configurator into their websites or distribute it to customers, eliminating the need for in-house configuration software development. Additionally, SwiftyQuote offers optional features such as automated responses for quotes and leads, an AI-driven voice receptionist, follow-ups on quotes, customer support, workflow automation, and a comprehensive technical knowledge base. The platform also facilitates connections to various CRM and business systems like Salesforce, HubSpot, Microsoft Dynamics, Google Sheets, and Microsoft 365, while supporting API, email, and webhook workflows for efficient routing of configuration and inquiry details. This comprehensive suite of services ensures that manufacturers can enhance their customer engagement and streamline their operational processes effectively.

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 Yes 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Google Sheets Yes 
HubSpot CRM Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Salesforce Yes 
TurboDocx No 

Integrations

Google Sheets No 
HubSpot CRM No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Salesforce No 
TurboDocx Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10 per month
Free Trial Yes 
Free Version Yes 

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 No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Instrusolve

Founded

2026

Country

United States

Website

swiftyquote.com

Vendor Details

Company Name

TurboDocx

Founded

2022

Country

United States

Website

www.turbodocx.com/products/turboquote

Product Features

Product Configurator

2D Drawing No 
3D Modeling No 
Analysis & Constraints No 
Custom Pricing Options No 
Inventory Management No 
Recommendation Engine No 
eCommerce No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

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 

Alternatives

No Alternatives

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