QuoteRoller is an online quoting software that provides a sales tool for document automation. The software helps sales teams to create, send, and track business proposals through its built-in analytics.
Based on the SaaS model, it does not require any third-party installation and needs a browser and internet connection to work. QuoteRoller uses the power of CRM to turn leads into clients and make more deals.
QuoteRoller automates the workflow by creating sales documents, employing dynamic quoting, and getting e-signatures. Automation of workflow not only reduces the risk but also speeds up the approvals of quotes. Key features include activity tracking, custom templates, document batching, real-time negotiations, and multi-product support.
A consistent branding feature allows the sales department to generate more sales. It also removes duplicates quotes, contracts, and proposals and saves time per deal. QuoteRoller enables the company to arrange all their documents o0f every product under one central catalog.
The analytics shows the amount of time a client spent on a particular quote, helps the sales team to make it more comfortable to read and understand. QuoteRoller is available in both free and paid versions.
SteelBrick is a quote-to-cash platform that automates quoting and ordering through CPQ-configure, price, and quote. Solution not only allows the user to create precise quotes but also helps them in delivering accurate orders from any device.
The software is easy to use and provides extraordinary capabilities to the sales staff to enhance their productivity. Pre-built features like guided sales and discount schedules help the business to grow. Key features of the software are product and proposal configurator, manage contracts, subscription billing, and revenue recognition.
SteelBrick, it only takes a few clicks from configuring the order, pricing it, and generating the right quote. Moreover, guided sales features allow the sales team to find the right product according to customer’s requirements.
Pre-negotiated contracts, partner pricing, volume discounts, etc. managed through the pricing modules provided by this solution. It enables in generating professional and branded proposals through its proposal generator. The solution comes with a free demo and a paid version. Training for SteelBrick is provided online and in-person, while support is available online.
Configure One is an enterprise application that enables companies to customize products and services. It is an easy-to-use configure, price, and quote solution being used by SMEs that helps them to sell and process orders efficiently.
The platform offers valid pricing and costing functionality that helps in the implementation of new pricing with ease. It enables the companies to overcome the hurdles and pricing their products timely and accurately. Through its automation feature, the users can attach discounts with the products. Through CAD drawing feature, the users can generate images within quote documents.
Key features of Configure One are electronic catalog, 3D visualization, manufacturing routing, and Bills of materials. Moreover, the drawings created by the sales teams allow the user to see how the product looks before they buy it.
Through the Bill of materials, order creation time is reduced as it allows the user to use previous order to make the required changes according to customer’s needs. Configure One comes with both free trial and paid versions, while the support is available 24/7 online.
Technicon is a platform that provides a solution to manufacturers of complex products through CPQ- configure, price, and quote. It reduces the risks, cuts the cost, and provides the customers amazing experience.
Key features of Technicon are catalog and discount management, analytics and reporting, activity monitoring, and custom forms. It helps both the sales reps and customers get to the right product, thus resulting in customer satisfaction and more revenue generation.
The platform also enables users to manage price quotes and eliminate the chances of errors. Automation of quote-to-order-to-production streamlines the sales teams’ focus and helps them in generating more opportunities and revenues. Through its CAD engines, data entered by clients can be transformed into 2D and 3D models of products.
The full suite of advanced document tools and guided sales allows the businesses to handle complex pricing structure effectively. Right products, according to customer’s requirements, can be translated through guided sales tools. Different industries like robotics, food packaging, medical, and heavy equipment are using this solution. Technicon has both free trial and a one-time paid version, while support is available during business hours.
Proposable is a proposal generator and manager that empowers the company to create, deliver, and sell quotes quickly. It provides an easy-to-use platform for sending trackable web-based quotes.
The platform has streamlined the process of proposal creation and getting approval from sales teams. Proposable not only provides the individual with a working platform but also enables organizations to collaborate on multiple documents. This way, teams can comment easily and share their suggestions on different products.
The e-signatures affixed by managers feature of the software helps the customers to identify the authentication of the document. Key features of the solution are approval workflow, flexible estimates, team collaboration, and department reports.
The customizable templates are very handy to use and get any sales representative to start working instantly while saving time. Team collaboration allows the user to stay confident about the wording and estimates.
While the Approval workflow feature ensures that critical documents must be reviewed and avoid bottlenecks, real-time activity monitoring helps the users to monitor and track all proposals form the dashboard. Proposable has both free-trial and paid versions and provides support online.
Tacton is web-based, easy-to-use configure, price, and quote (CPQ) solution. It is an efficient solution that identifies the customer’s business needs before giving them optimal product offering. Integrations with CRM and ERP makes the data exchange easy.
Automated CPQ allows businesses to manufacture, deliver, and sell customized products. Speedy delivery, closing deals faster, and helps the sales channels quote accurately are the aims of this application. Tacton reduces risks, strengthens the user’s brand, and increase revenue. This software not only helps the sales teams and dealers but also provides a platform for the customers to shop confidently.
Key features of Tacton are design and CAD automation, integrations, sale configurations, and multi-channel support. This solution enables users to identify the best product to satisfy the customers’ needs, even in the most challenging environment.
It is tailored in such a way that it focuses entirely on the customer’s needs. Along with the automated quoting process, the solution also removes errors from orders. The software can run online and offline. Tacton does not has a free-trial and only comes with the paid version, while support is available 24/7.
Pros CPQ is a configure, price quote platform that helps the sales team to enhance performance and optimize revenue. The platform has made the selling of products more comfortable, faster, and smarter.
Key features of Pros CPQ are proposal generator, guided selling, integrations, and data-science driven price and sales recommendation. Its automation feature empowers the sales team to deliver precise and customer-oriented solutions. The solution enhances the sale, consistency, and accuracy of business over multiple channels. Moreover, it provides data security to all the products and sales.
Pros CPQ scientific algorithms make it easier for the sales teams to figure out the products that a specific customer would most likely buy. It also organizes the sales team to customize the products according to the behavior of the customers.
The platform empowers the sales team,s through its compatibility with mobile devices. The Pros CPQ accelerates the responses and helps sales teams achieve their targets more easily and faster. The solution comes with a free trial and a paid version. Training of the platform is provided online, in-person, and through documentation, while support is available 24/7 both on the phone and online.
Selectica CPQ, a configure, price and quote software simplify the configuration of offerings, helps the sales teams to assemble, and makes price deals more efficient.
The solution allows the user to build more intelligent and faster quotes and guides the customer to the right product. Selectica CPQ increases revenue and streamlines the quote-to-cash process. The integration of external tools like exporting XMLs makes the software more comfortable to use. Unwanted options are eliminated through the flex modeling feature of this platform.
Key features include client and expenditure management, auto-quotation generation, custom analytics, and reporting, and internal communication tool. The whole service acts as a big social network platform that helps in connecting the sales managers with the sales rep and allows sharing of documents easily.
This application is entirely compatible with both desktop and mobile devices. Its reporting feature allows managers to monitor the performance of sales staff. Selectica CPQ is available in a demo version, but the paid version has a support feature.
Quotient is an online Quote Creation application that allows users to create quotes without any effort. It is a highly useful tool designed for all types of businesses and offers features such as auto-complete, image, and file attachments that make it better than others. The solution also comes with dozens of professionally designed templates. Users can easily choose and modify each of its templates without any limit.
Users can quickly achieve quotes in this system and can be searched using keywords. Customers can accept quotes by checking a legally binding acceptance checkbox with a confirmation email. With the help of this, users can quickly see how many times quotes viewed and when last viewed. Users can add expiry dates on their quote so that unaccepted quoted are archived, and recently sent quotes can be followed up on.
The software allows users to add comments and notes to quote and apply discounts as well as add up-selling options that make it better than others. The most exciting fact about this solution is that Quotient integrates with Quickbook and lots of other business solutions so that the user can create an invoice automatically from accepted quotes. Dashboard view, attach file and images, subscription, create quotes in any currency, recommendation, and templates are key features of the solution.
Socket is an online quoting system that simplifies the quoting process. It is a CPQ( configure, price, quote) solution that helps the team, through its templates, create quotes or proposals.
The system has some key features like quote automation, performance reporting, online payment processing, and margin tracking. In a few clicks, the software allows the sales team to create comprehensive quotes and proposals. The solution’s integration feature allows the users to streamline their data entry and quote-to-order process. Socket also supports different shipping zones helping the user in creating quotes specific to the customer’s location.
Socket also provides the user’s different options to see the quotes and pricing regarding size, model, material, and plan. The platform offers a flexible pricing system that accommodates pricing requirements by giving users discounts.
This cloud-based platform allows its users to create and manage sales quotes anytime and anywhere. On this platform, content can be customized through cover pages, market materials, terms, and conditions. The users focused on this web-based system are mostly SMEs. Support is available through email and phone, while subscription is on a monthly basis.
Revvy CPQ is the first salesforce native enterprise-grade CPQ solution for companies to empower the configuration and pricing process of their product and services. It has a simple system of record, seamless upgrades, and common security an workflow for product configuration.
The platform provides quoting, full pricing, and regulates the direct and channel sales for quote-to-contract and quote-to-order. Its Virtual Tabulation feature helps in faster configuration response and enhances performance and scalability. Revvy CPQ provides an increase in productivity by building quotes rapidly and converting these quotes into order and sales. The guided selling feature of in maximizing the value of every quote and helps in upsell and cross-sell. It increases profit margins, shortens quoting, and sales cycle, and increases sales representative productivity.
Key features include price lists and rules, guided selling, approval workflows, partner portal, and service contract renewal. It generates proposals in PDF and Microsoft Word format. Revvy CPQ is interoperable with SAP and enables the sales teams to quote accurately using the right data from SAP. Training is provided through in-person and documentation, and customer support is provided during business hours
Vedatma is a platform that provides services to students and parents in career counseling. The platform helps students in deciding which field they should choose after class 10th or 12th or even after college. The solution takes different assessments to discover the unique natural potential of every student to identify which educational stream would suit them better.
It arranges counseling sessions of students with certified professionals based on their educational streams and college majors. The whole consultancy process consists of two online world-class career assessments and their reports and three personalized counseling sessions.
Vedatma helps students in making the best and appropriate choice after their graduation for post-graduate courses. Moreover, it allows the parents to understand their personality and helps them in removing any kind of business regarding their children’s careers. Lastly, it checks the personality, aptitude, and career interest of students through its paid assessments.
Flourish is an online platform that enables users to manage data and allows them to change their data into stunning charts, maps, and interactive stories for an attractive look. Users can comfortably make world-class visuals from their library of flexible templates. It allows users to create custom themes according to their desire or brand guidelines and describe all data online or in-person with animated slideshows. Moreover, it supports all devices, so flourish graphics work on all screen sizes, preview, and publish.
Flourish allows users to attach with the site and download the site to self-host smoothly. Users can create beautiful scrolly stories on their site with no custom mode, and users have to install nothing; get started straight away with a web browser. It helps users with any problem and advice on the best solution, and even if the account is closed, the published projects will still work. This platform provides SDK developers by which users can create or commission bespoke templates.