Alternatives to VistaQuote

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

BlueSnap's All in-One Accounts Receivable Automation solution is the best rated software solution for payment processing, billing/invoicing, recurring billing, and subscription management. Billing and Invoicing: Create stunning invoices using our powerful invoice editor, which is integrated into your accounting system. You can create a customer portal and allow automatic charging, payment collection, late fees, and payment collection. BlueSnap offers subscription management and recurring billing for fast-growing companies worldwide. You can enable trial periods, manage subscriptions, and prorate subscriptions. Payment Processing: BlueSnap can integrate with all types of payment solutions, including credit card payments, ACH and SEPA, as well as wires. We can handle partial payments, automatic failed payments retry, or automatic payment recovery.

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

Your customer can receive instant quotes and place orders online using the Quote Generator system. Cleaning companies can sell their services faster and more accurately with the help of a quote generator. Quote generator makes pricing and service more easily accessible to customers. It also helps you save time, increase sales, and reduce costs. Instantly provide quotes to your customer Instant online quote sent to you and your customer. Provide information about your availability. Credit card processing. Stripe accepts major credit cards. E-coupon for customers.

The Quotation Management System allows companies to create, submit, track and track invoices and quotes. Open-source web-based application, the Quotation Management System. It can be downloaded as an executable for Windows, making it easy to install. All of your quotation records can be managed in one user-friendly platform. You can also maintain the required standards for tracking. Use custom-designed PDF forms to generate an automatic quotation. Simple web-based document management functionality. Modify attached documents while keeping their history. Lock/unlock documents etc. Reporting. Reporting. Excellent reports and charts are available for any type revenue analysis.

You can add new processes, work centers, and materials to the system on the fly for maximum ease of use. Its clean, simple and clear layout makes it easy for anyone to use in just a few moments. If a customer changes their batch size, the analyser will instantly calculate your costs and sell price. The analyser can instantly calculate your margins in percentages and money if you want to match or beat any competitor's quote. QuoteCAM also has a machining calculator that is quick and easy to use. It automatically selects the material and cuts data as specified in your quote, and calculates the machining times based upon the operation and conditions.

Many agencies feel that they spend too much time retrieving quotes on multiple insurer websites. Worse, inaccurate quotes can lead to poor client experiences. You need a way that can quickly and accurately provide quotes to your clients. Our cloud-based insurance quote application Applied Rater®, automates the quoting process for the largest number of US insurers. It allows for one-click data entry to allow for the direct exchange of information to the insurers' websites from within the application. A quoting solution can help you increase your agency's competitive advantage by providing accurate, fast quoting that increases productivity and improves customer service. Clients deserve the best rates and the most comprehensive service. For fast and accurate quoting, you can directly pull quotes from insurance sites into your application.

ToolQuote, a mold quoting tool, allows you to quickly and efficiently create quotes. ToolQuote can be customized to match the way you currently use quote tools. All quotes are saved to a database so you can search and compare tools that you have used before. The powerful graphic interface creates a visual representation of the tool layout in plan view and side view. The tool layout generated automatically generates steel sizes and calculates material costs. To give an easy overview of any revisions to quotes, a history of each can be displayed. Each tool can have actual costs added for future comparisons and new quote calculations. You can create unique components libraries for your templates by selecting master profiles. All data can be exported to a.CSV file that can be used for mapping into an ERP system or custom Excel quote sheets.

Agents can easily and accurately quote life insurance coverage for their clients with this full-featured quoting tool. It includes rates from over 100 life insurance companies. You can get quotes for Term, Return on Premium, Simplified Issue and Guaranteed UL products. Instantly add life insurance quotes to any website. The Website Quoter integrates seamlessly with your existing website and automatically adjusts to fit any screen size. This ensures that your website looks great on all devices. You can choose which life companies you wish to quote and where you want leads to go. Compulife Basic quoter allows you to run life insurance quotes from any computer, tablet or phone that has an internet connection. It can be used on any device, including a PC, MAC or iOS.

Oracle Configure Price, Quote (CPQ), guides customers through the step-by-step process to create a properly configured and detailed purchase order. Once an order has been correctly entered, the CPQ solution will provide a price quote that includes all applicable discounts, terms and conditions. The customer can accept the quote and it becomes an order. This solution improves order accuracy, reduces sales cycles, and lowers operating costs. It is the only configure price, quote solution that connects the front- and back office.

The industry needed a tool that could provide quotes based upon an exact address, since geography has a major impact on the price of telecom products. GeoQuote provides a starting point for pricing by displaying vendor availability and estimated prices at a given location. GeoQuote can be added to your website using a simple embedding code that is connected to your Telarus Agent backOffice Agent ID number. Sales inquiries are displayed in your instance with their specific pricing request. You can see all possible suppliers by viewing the fiber map, and then running a quote. This will give you a good starting point to help advance your sales. In less than one minute, you will have a quote that outlines the vendors in your area, their estimated prices, service level agreements (SLAs), equipment, and terms.

TEQuote provides a complete solution for technical equipment quoting. It is particularly useful for truck equipment salespeople. TEQuote allows you to control the entire quoting process and streamline your business processes. TEQuote allows you to be flexible no matter what your competitive situation. TEQuote also allows products from multiple manufacturers to easily be quoted using a simple step-by-step process. TEQuote is perfect for both the inside sales coordinator and the traveling salesperson. TEQuote is able to provide multiple quotes for equipment and bodies made by different manufacturers. It is easy to update your part and pricing information quickly to reflect any steel surcharges or changes in vendor products.

QuoteRobot makes it easy to create winning proposals, invoices, or contracts for web professionals. Our professionally designed quote, invoice, proposal themes will help you look your best. Instead of using a word processor, you can use one of our themes or create your own. QuoteRobot automatically extracts line item data from all your proposals, invoices, or quotes to determine the price you should charge for each item. To get your quote out faster, you can either start from scratch or use our pre-written proposal templates. You can save past proposals to be used as templates for future pitches. Send your potential client a proposal along with an optional PDF attachment. They can then approve it on their own subdomain in just one click. You can quickly create a detailed timeline for your project with payment milestones, so clients know when to pay you.

You can quickly sort your quotes by the most important elements for you: opportunity, current status of the quote, customer and line item information. Manual quote tracking can be tedious. Telarus QuoteVue allows you to quickly identify the best support resources for any questions, issues, or changes that may arise. Telarus QuoteVue provides visibility and accountability for your quote monitoring, so you can have peace of mind. Clear visibility streamlines operations, promotes teamwork, ensures compliance and provides valuable insight into your sales process. This leads to increased sales and customer satisfaction. Real-time updates allow your business to be flexible, provide excellent customer service, collaborate efficiently, minimize errors and ultimately make better decisions.

Offer quotes 24/7. You can do it right from your website. Customers love the convenience. It will make your life easier and save you time. A real-time rate will be applied to over 350 classcodes of BOP and 40 for Contractors. Your agency will receive the information to issue. It's that simple. Add a quote button on your website. Point it to your branded quote page. You're done. You're done. No IT headaches. It can be difficult to get commercial quotes. It can take hours to gather information. You repeatedly enter the same information on carrier websites. Customers visit your website. Customers click the "Get A Quote" button. It could be Sunday at midnight or Tuesday when you aren't open. They will enter their information. Select the coverages. Both you and your spouse will save time, as well as frustration. They receive a realtime quote. The details are sent to you via email or text. Everyone is happy. IBQ Webrate is friendly for your customers and their smartphones. It detects the device and optimizes accordingly. It doesn't require any squinting, fat fingering, or fat pinching. It's simple.

SecturaFAB is the most efficient and user-friendly estimating software available. It was created to reduce engineering in the quoting process and create more profitable quotes faster. Integrating SecturaFAB into your ERP will reduce double entry, eliminate back-and-forth discussions, and allow anyone in your organization to submit a quote. SecturaFAB supports a variety of file types including DWG, DXF and PDF. It can even accept napkin drawings. Do you spend your time creating quotes for your laser or burntable? Do you spend too many hours reviewing drawings to create pricing you need? SecturaFAB Quote was created for you. SecturaFAB Quoting & Estimating generates winning bidding quickly and accurately by using known variables. Pricing is generated quickly using real production data and actual costs. The best part is that you will know how profitable the job is before you submit a quote.

You must automate sales to stay at the forefront of business. Smart CPQ software accelerates sales teams to deliver the right product at a fair price in a matter of minutes. PROS configure, price and quote software solutions help accelerate sales by allowing your team to respond quickly to customer quotes. Integrate AI-based price optimization science to increase the chances of your sales team winning the sale from the first quote. Your team can now quickly and accurately quote the right products at a fair price with PROS CPQ software solutions. You can skip the speed bumps. Smart CPQ technology speeds up the sales process. It provides powerful, intuitive CPQ software that allows your reps to find the right product, configure configurations, manage approvals and price the right amount.

Today's biggest problem is time management. Hive CPQ can help. Our Configure Price quote (CPQ) solution allows your customers to create complex products, get customized quotes in a matter of seconds, and order products and spare parts right from production. Our product configurator gives your sales and back-office teams a clear overview of the entire process and allows them to save time for more important tasks like customer relations. Spend less time quoting, and more time selling

Attract importers, exporters, and agents. Freightalia's solutions allow you to send accurate estimates quickly and professionally. Freightalia is the most powerful automated quoting system for freight forwarders. It can be customized to meet your specific needs, country, or service. It's easy to use and intuitive for both you and your customers. The system works in the cloud so no IT infrastructure is required. Freightalia makes it easy to find the right plan for you and how much more efficient it can make quoting. Freightalia is a product that will pay for itself because of all the time it saves. Freightalia allows you to send beautiful quotes directly to your customers. You can see exactly when a quote was published and when it was viewed. Also, you can see when it was accepted and when it is still pending. Freightalia offers a variety of results-oriented features to help you outperform your competition and grow your business.

SplashQ2C customizable templates allow you to quickly send quotes on demand. Customers can accept and make payments from their quote by empowering them with the "Buy Now” button. Our proprietary "Buy Now” button empowers customers to process payments immediately and send orders to suppliers for fulfillment. Resellers can maintain their brand identity by using co-branding and reseller quote templates. Users can create and manage their own customized and modified quote templates according to quote type. This is useful for creating and maintaining most frequently placed orders. SplashQ2C will manage payments for your customers, no matter how they prefer to pay. SplaceQ2C can process credit cards, accept and approve purchase order, and even manage credit lines. For easy payment processing, you can upload purchase orders or process credit card payments. Receive payments easily and reconcile them. Automatically send invoices and receipts to the customer

It can be difficult and time-consuming to determine the right price for your customer. How can you ensure that you are correctly pricing? How can you ensure consistency throughout your organization? How can you increase your profitability without losing customers? "Creative pricing" is not sustainable over the long-term. It is essential to have a pricing strategy. A pricing strategy and guardrails should be implemented to allow for flexibility, market-driven or order-driven, but within certain limits. You can still move quickly and get deals if you keep an eye on pricing strategy, guidelines and realistic pricing limits. Many quoting processes require manual labor. They can be done on spreadsheets, or back-and forth emails between sales and operations. Who approves the quote? How can you keep track of any changes? This can slow down the time it takes to respond to your quote request.

Sbison is an online tool for tracking quote details, time tracking, and collaboration. It is ideal for advertising agencies, marketing firms, development shops or any consulting businesses. All features are available, including quote tracking, time tracking, and collaboration. If you purchase seat licenses on an annual basis, you will only pay $144/year. This represents a 20% discount over the monthly subscription price. Enterprise clients can receive additional discounts. Quote details can be accessed by your team from anywhere. Quotes can be searched. The system keeps track of the total number of pending, completed, and approved quotes. This makes forecasting, billing and cost analysis easier. The time tracking feature allows you to easily capture all billable hours incremental for your entire team. It feels like you're generating new revenue by capturing lost hours. Team members can easily share and document new ideas and processes. This knowledge shouldn't be lost or kept in silos.

Qmaze is an easy-to-use quotation/product configurator Qmaze will help you create faster, more reliable and more reliable orders and quotes. Qmaze connects to your ERP, CRM, or development environment. There are many options: within your organization, online or through a dealer portal

Your customers will have a better visual buying experience. Your customers will enjoy a visual selection experience when they research and engage with you. You will have a competitive edge and a faster path to conversion for your sales channels. You'll be able sell products faster by eliminating costly errors, duplication of effort, and speeding up your sales cycle. A single solution that works across the enterprise can drive interest and fulfillment. A simple and intuitive quoting system will increase the number of opportunities and generate more quotations. Reduced quote-to-delivery time to meet customer requirements. Increase win rates by reducing dependence on internal staff. Automate the creation of accurate proposals and downstream fulfillment information. You can accelerate the introduction of new products by adapting faster to market needs.

Are you tired of investing in quoting software which doesn't grow with the business? Clarity Software is the right choice for you. From day one, you can expect consistency, visibility, and profit assurance. From the confirmed quotes that you send to customers, your invoices will automatically be generated. With our custom invoice templates, you can be sure that every invoice has all the right information. You can save time by not having to chase payments. You can quickly create complex quotes and track the job through completion. You can now get real-time pricing without the need to estimate. Price lists allow you to create multiple lists that can differentiate between products from other suppliers and those made by you. Manage your bill of material and analyse your profit vs cost. Track and manage all customer activity, from lead to invoice. With accurate data, analyze your data to determine where you are winning or losing business.

It's like hiring an office assistant for a fraction the cost of an office assistant. It does the job exactly the way you want. Every time. ResponsiBid makes it easy to give quotes. Simply collect the job details, run it through your pricing structure and then create a beautiful proposal. The specifications can be collected by your staff over the phone or in person. Once you feel comfortable with running your quotes through ResponsiBid you can also install ResponsiBid on your website for customers. ResponsiBid lets you simply enter the job details for a job that you would like to quote. The proposal will then be generated. This will allow customers to see why you are worth more money because of all the value that you offer. Customers will be able see video, package prices, and much more, so they will want to buy.

Routzy is an iPad app that combines the best features of multiple business utilities into one mobile sales center. Transform your leads into customers today. Keep track of all customer and prospect communication from one place. Routzy is the perfect tool to help mobile sales teams create optimized sales routes in seconds. You can create professional quotes instantly to increase your chances of closing deals on the spot. Digitize all your paperwork and create the forms that you need to handle any situation. Create compelling presentations to communicate your ideas and boost your sales pitch. Dropbox integration allows you to access contact information and track worker activity.

Applications Platform is an integrated low-code platform that offers B2B portal solutions and Product Information Management to transform your business. You can use our fully-hosted environment to build on low-code templates that are pre-built and match the look of your company's branding. Create additional database applications, application extensions, web portals, and ready-made library apps quickly and easily. Applications Platform's capabilities deliver enterprise low-code features: • B2B web portals including customer, supplier and vendor • Library Applications, such as SaaS CRM, order management and purchase order systems. • Ground-Up Applications including asset management and product information management (PIM), approval and compliance solutions, CRM, and other solutions. • Application Extensions e.g., asset management, compliance, quoting, returns management etc.

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

When creating a quote, the seProposals pricing engine will guide your sales team. Only authorized users can modify pricing. This means you don't need to worry about pricing errors or discounts that have not been approved. Access key resources like case studies, cover letters, and images from the asset library. You can ensure that your sales reps have the most current, approved content for proposals. This is true even if the material is new to you. seProposals integrates seamlessly with all major CRM systems. Maximize the power of your CRM to maximize sales efficiency and reduce errors caused by duplicate data entry. Our templates can be customized to match your brand and design specifications. Every proposal, no matter who it is created, follows your corporate style. Your proposals will look great, and you won't have to waste any sales time formatting them.

ASC Pricing and Quote is a web-based platform that allows you to manage configure, price, and quote (CPQ) with a focus in RFPs, RFIs and RFQs. It also facilitates collaborative negotiation and sourcing. The software provides automated notification and alerts for tendering milestones, pricing, discount management, templates to create quote, proposal, pricing documents, and many other features.

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

QwikQuote can be used as long as you have internet access to your quote software hosted on your Office PC, terminal Server or Citrix App Server. You will experience the same productivity and feeling in all cases, without any additional training or reeducation. Remote access to your quote software system can be tailored to meet your business needs and management requirements. Personal Selling Power stated that QwikQuote was the best business sales Quoting Software to create customized sales quotes, sales invoices, estimates, and estimates. They also said that it makes complex quotes easy. QwikQuote, the original desktop quoting program, allows salespeople to create sales quotes and invoices in a matter of seconds. We are the 'Easy One' because quoting should be simple and straightforward so that you can quickly go from a proposal to an invoice. (See our Learning Center Video Making A Quick Quote).

BlinQ Software is an excellent tool to create accurate, on-site quotations for window furnishing. You can create your quote in minutes, not hours. Customers & LeadsAttract and Retain More Customers & Leads. Your company will become a customer-focused business. Manage leads Manage customers Manage job locations Find leads, customers, and job locations Staff & Appointments Google Calendars allows you to schedule appointments and assign staff members. Manage unlimited staff Manage unlimited calendars Track by lead created Designate a job for your staff Quotes & JobsGet better quotes. Send your quotes instantly to your customers and allow them the freedom to accept your quote. Create quote on site Email quote to customer Quote status - Approved or Pending Convert confirmed quotes into job offers Invoices & Payments Suppliers & PO's

SatQuote is a tool that helps outdoor service companies win more jobs. It streamlines the process of managing leads and accurately measuring, creating designs and estimating labor and materials. It also creates high-quality quotes that sell. The SatQuote app is simple to use and easy-to-understand. It combines measuring, estimation, and quoting. You can quickly create quotes that sell using high-resolution imagery or google measurements. Quickly calculate perimeter, area, volume, and distance of multiple areas using google or high resolution imagery. Instant AI measurements of properties in seconds, and not days regardless property size. Turbocharge your time to quote.

MultiRoute allows you to gain the competitive advantage that you need to reach sales goals. MultiRoute gives your mobile sales team instant access to key information, right in front of your customers. It allows them to make order entries, review pricing and promotions, and perform inventory look-ups and collections. Quickbooks, Sage, Microsoft GP and SAP Business One are all available ready-to-use connectors. Our API SDK toolkit allows you to create your own connector.

Crete Quote allows clients to create unlimited numbers of quotes per month and allow them to submit them all. Crete Quote instantly emails your clients their quote. Instead of waiting for hours, days, or even months, they will be able to create and submit unlimited numbers of quotes per month. Crete Quote is online so you only need to log in to your account. Crete Quote will help you save a lot of time. Crete Quote allows you to spend time with your family, complete projects on schedule, and only sell to qualified prospects. The demand for concrete contractors is increasing every year, while the number of qualified contractors shrinks. Swap roles to make your customers happy and earn your business. Pre-qualify your leads to avoid wasting your time and avoiding endless rounds of bid revisions. Take your business to the next level. The Instant Quote form allows homeowners to create a quote on your website. It only displays the products and services you offer.

Better Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations.

VARStreet’s InstaQuote sales quoting solution is designed for businesses of all sizes, from a small VARs to large enterprises. It is simple enough to serve the requirements of a small business yet feature-rich to handle complex processes of large enterprise resellers. You can start really small based on your need and scale as your need grows. Qquoting application comes with a variety of pre-designed quote templates that can be customized, you can also create your own templates. Please let our support team know about your template needs and they will take care of it. It includes our powerful quoting module along with a FREE CRM, integration with 45+ IT and office supply distributors, and a full procurement module to process orders. You will always have the option to add an eCommerce store and move to a full VARStreet subscription from Instaquote.

Manufacturers' Representatives have special requirements when it comes job tracking and quoting. We are familiar with your industry and the relationships required to close and win projects. ISQuote changes with the industry. ISQuote is a collaborative effort of those who are most familiar with the process, its users. We welcome your input. ISQuote is the preferred Job Quoting Software among American manufacturers' representatives. ISQuote organizes your job tracking and quoting information in one dynamic interface. ISQuote consolidates job tracking and quoting information into one dynamic interface. ISQuote gives your team access both inside and outside the office to job and quote information. ISQuote was created specifically for the manufacturer's representative. Many of our current customers approached us 15 years ago to ask if we could create a program that would help them in their daily quoting tasks.

Quote Manager CPQ for Microsoft Dynamics 365. Microsoft Dynamics 365's powerful add-on, Quote Manager CPQ, is fully native to Microsoft Dynamics 365. This add-on allows sales teams to quickly create and send professional branded quotations from Dynamics 365. Quote Manager CPQ, the only Quote/CPQ software 100% dedicated to Dynamics 365, holds all configuration, data and set up data in Dynamics. You have complete control over any customizations or use of standard Microsoft Dynamics 365 features like queries, charts, views, workflows, and views. The standard Excel export/import functionality for Product Database modifications is used, along with PowerBI dashboards or PowerApps. Standard Word Templates and other add-ons control the output of quotes. Quote generation. Search over 10,000+ products. Filter by category, make and supplier. You can add products to the quote, modify the layout with comments, sub-totals and edit descriptions

QuoteIQ lets you show potential customers the high quality service that your business offers right from the beginning. These quotes are easy to use, allowing customers the option to add extra services or approve the quote. Plus, the quicker you can get a quote to your customer, the more likely it is that you will get the job. QuoteIQ makes it easy to set up work schedules, and keep everyone informed, including your crew and customers. Our calendar is designed specifically for home service businesses so that you can easily track all your appointments. With QuoteIQ, your online payments are seamlessly integrated with your account. There are no monthly or setup fees, and you only pay when you receive payments. You will receive your money four times quicker than with checks. Instaquote automates the quoting process and allows customers to quote themselves for all of your services.

Kaseya's Quote Manager will revolutionize your sales process. Transform your sales process. Streamline your quoting and procurement to boost revenue. Your strategic advantage in the sales arena is waiting for you. Our intuitive cloud platform enables all staff to quote and sell with ease, resulting in MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. MSPs can now save time by avoiding the 20-minute ordeal. Modern electronic quotes will increase efficiency, reduce rebuilds, and speed up sales. Bid adieu to manual and time-consuming hardware acquisition. Our automation eliminates rework and streamlines the process to increase efficiency. We offer this modern solution, which eliminates manual steps and increases productivity.

To get started with proposal automation and quoting software, you will need to spend days training or pay for help from an IT consultant who has a Ph.D. in APIs. iQuoteXpress, (IQX), does the heavy lifting to quickly deliver a fully supported, customized, and integrated sales proposal and quoting system. It's a simple to use, configure, price, and quote system. Your brand values should be reflected in your sales proposals. IQX templates for proposal design will ensure that every quote you give to a customer has the same look and feel. We will create a custom dashboard for your quoting system and load your products, services, pricing schedules and even customers and accounts. Analytics is essential for sales enablement. We'll set up the back-end tracking tools to provide you with complete oversight and ensure that no proposal or business opportunity is missed.

Grizzly Quote allows you to create, manage, send and close quotes. All-In-One. All-In-One. One low price. No additional programs. Grizzly Quote helps you save time and money on closing quotes by including a PCI Complaint Payment Page. Built-in custom payment pages that use PCI-Complaint 256 bit encryption and Google's 2-Factor authentication. Customers can access and pay for quotes from any internet-connected device just like you can build them and send them out. Built using the latest technologies, HTML5 and CSS3, with best practices, avoiding hacks, and workarounds. Customers can access and pay quotes from any internet connected device. Grizzly Quote works on all browsers and operating systems. Your customers can access their mobile phones to pay you when you create your quote.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

When preparing quotes, add discounts and taxes per line item or directly to the overall pricing. You can group frequently used products and services together with custom fields. You can send your customers quotes online and make changes. You can save reusable material to the content library and create quotes faster than ever before. You can talk with your customer online, and they can review the quotes online. You can create unique combinations of services and products in the catalog to meet your customers' needs. You can create quotes and generate the best combination to solve customer's problems directly from the catalog. You can send documents to customers using an online viewer. Receive real-time notifications about views and comments. You can quickly create placeholders for customer details in your templates.

CIS Configurator is an affordable and simple to use CPQ system. CIS Configurator is designed to simplify quoting. It allows sales teams to quickly price, quote, and configure complex products. This helps them win more deals. The platform is web-based and offers a rule-based configurator as well as pricing management, integration with other ERP systems or CRM systems, central location for all quotes, visibility into the pipeline, and integration with other CRM systems.

All-in-one contract, proposal, and quoting software. Our online quoting software makes document automation easy. We enhance your CRM and offer everything you need to convert your leads into paying customers. There's no need to switch between word processors and CPQ tools. Quote Roller allows you to create sales documents, use dynamic quoting, receive electronic signatures, improve sales processes, and more. Your team's productivity will increase by 35% Quote Roller makes it easier for reps to close deals faster by eliminating duplicate work on sales quotes and replacing old PDF proposals. You can save at least an hour per document and several hours per sale. Automated manager reviews can help to streamline the approval process. Locked content meets accounting, legal, and marketing requirements. You can now count on consistent sales quotations and business proposals every time.