AutoQuoteDean Infotech
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Related Products
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About
AutoQuote is a powerful HubSpot-integrated tool designed to automate quote creation when deals progress through different stages. With an intuitive drag-and-drop interface, users can seamlessly generate, review, and edit quotes, ensuring a smoother sales workflow. By eliminating manual effort, AutoQuote streamlines the sales process, increases efficiency, and accelerates deal closures.
Key Features
💠Automated Quote Creation – Instantly generates quotes when a deal moves stages, reducing manual effort.
💠Drag-and-Drop Functionality – Easily create and manage quotes directly from the deal stage with a simple drag-and-drop action.
💠Side Card View – Enables one-click quote generation without leaving the deal page.
💠Quick & Easy Configuration – Set up predefined templates for faster and more accurate quotes.
💠Seamless HubSpot Integration – Works directly within HubSpot CRM for a smooth and uninterrupted experience.
💠Faster Deal Closures – Automates and the quoting process
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About
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Businesses using HubSpot CRM that want to automate and streamline their quote creation process to improve sales efficiency and accuracy
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Audience
To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Supported
Free Trial
Not Supported
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Pricing
$29 / month
Price per user and plan.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationDean Infotech
Founded: 2012
India
www.deaninfotech.com/autoquote
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Company InformationDocSales
Founded: 2019
United States
www.docsales.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Not Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Not Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
Digital Signature Features
Audit Trail
Supported
Authentication
Supported
Auto Reminders
Not Supported
Customizable Templates
Supported
Document Analytics
Supported
Mobile Signature
Supported
Multi-Party Signing
Supported
Progress Tracking
Supported
Task Progress Tracking
Supported
Document Generation Features
Batch Processing
Supported
Collaboration
Not Supported
Digital Signature
Supported
Interaction Tracking
Not Supported
Multiple Output Formats
Not Supported
Templates
Supported
Proposal Management Features
Automatic Formatting
Supported
Calendar Management
Not Supported
Collaboration
Not Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
RFP Management
Not Supported
Task Management
Not Supported
Templates
Supported
Version Control
Supported
Sales Acceleration Features
Campaign Management
Not Supported
CPQ
Supported
Dialer
Not Supported
Email Sequencing
Not Supported
Email Templates
Not Supported
Email Tracking
Not Supported
List Building
Not Supported
Meeting Scheduler
Not Supported
Predictive Analytics
Not Supported
Reporting
Not Supported
Sales Gamification
Not Supported
Sales Intelligence
Supported
Sales Workflow Management
Supported
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Integrations
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Chargebee
Not Supported
Close
Not Supported
Google Docs
Not Supported
HubSpot Sales Hub
Supported
Pipedrive
Not Supported
Salesforce
Not Supported
Stripe
Not Supported
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Integrations
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Chargebee
Supported
Close
Supported
Google Docs
Supported
HubSpot Sales Hub
Not Supported
Pipedrive
Supported
Salesforce
Supported
Stripe
Supported
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