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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
eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence.
eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities.
eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster.
eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!
API Access
Has API
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
HubSpot CRM
Yes
Microsoft Dynamics 365
Yes
Salesforce
Yes
Acumatica Cloud ERP
No
Constant Contact Lead Gen & CRM
No
Epicor Kinetic
No
Fishbowl
No
Google Sheets
Yes
HubSpot Customer Platform
No
Infor CRM
No
Integrations
HubSpot CRM
Yes
Microsoft Dynamics 365
Yes
Salesforce
Yes
Acumatica Cloud ERP
Yes
Constant Contact Lead Gen & CRM
Yes
Epicor Kinetic
Yes
Fishbowl
Yes
Google Sheets
No
HubSpot Customer Platform
Yes
Infor CRM
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$75/user/month
Minimum 5 users
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
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
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
Yes
Vendor Details
Company Name
Instrusolve
Founded
2026
Country
United States
Website
swiftyquote.com
Vendor Details
Company Name
Revalize
Founded
1997
Country
United States
Website
erepcpq.com/lp/sf/cpq/
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
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No
CPQ
2D Drawing
Yes
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
Yes
eCommerce
Yes
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Inside Sales
Auto-Dialing
No
Call List Management
No
Call Recording
No
Campaign Management
No
Dashboard
No
Data Management
No
Lead Capture
No
Lead Distribution
No
Lead Scoring
No
Performance Management
No
Product Configurator
2D Drawing
Yes
3D Modeling
No
Analysis & Constraints
Yes
Custom Pricing Options
Yes
Inventory Management
No
Recommendation Engine
No
eCommerce
Yes
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
No
Version Control
No
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
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
No
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
No
Performance Metrics
No
Sales Trend Analysis
No
Statistical Analysis
No
Alternatives
No Alternatives
