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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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.

Description

Vocalys is an innovative Android application tailored for independent tradespeople and field-service experts who create customer quotes and invoices while on the job. Users can verbally dictate job specifics, assess a structured draft, and make adjustments to descriptions, quantities, prices, and taxes prior to finalizing. The app features the capability to scan supplier price tags, apply a selected profit margin, and incorporate materials into the quote seamlessly. Additionally, users can input customer information, business details, payment options, and deposit amounts, allowing them to share PDFs or send quotes for electronic signatures through AgoSign. Once quotes are accepted, they can effortlessly be transformed into invoices, and all documents can be organized and exported for accountant purposes. Certain functions, such as viewing and editing, can be performed offline, but features like dictation, scanning, syncing, sending, and obtaining remote signatures require internet access. The app also adjusts country settings to accommodate different document formats, currencies, and tax requirements. Designed specifically for professionals such as plumbers, electricians, landscapers, and service technicians, Vocalys aims to streamline the quoting and invoicing process for independent field workers, enhancing their productivity and efficiency. Ultimately, this app represents a significant advancement in the tools available to tradespeople for managing their business on the go.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

TurboDocx Yes 

Integrations

TurboDocx No 

Pricing Details

$10 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

£10.99/month
30-day free trial for eligible new subscribers. After the trial, the monthly plan is £10.99 including tax, with no commitment. The trial does not automatically charge; a subscription must be confirmed. Local prices may vary by country.
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 No 
On-Premises No 
iPhone App No 
iPad App No 
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 No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

TurboDocx

Founded

2022

Country

United States

Website

www.turbodocx.com/products/turboquote

Vendor Details

Company Name

Vocalys

Country

France

Website

vocalys.pro/en

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 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator 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 

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