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About

The Quotation Management System is an easy-to-use and flexible application that allows a company to create, submit and track quotes and invoices. The Quotation Management System is an open-source web-based application. It can be downloaded as a Windows installer executable which makes the installation a very simple task. Manage all of your quotation records in one user-friendly system as well as maintain the necessary standards for tracking. Generate an automatic quotation in a PDF format using custom-designed PDF Forms. Support simple web-based document management functionality. Modify the attached documents preserving their history. Lock/unlock documents etc. Reporting. On-demand reporting provides compliance and audit information, along with granular views of your records management environment. Includes excellent reports and charts for any type of revenue analysis.

About

If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes seeking a solution to manage their quotation processes

Audience

Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$33/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

KE MethodosIT
Founded: 2004
Cyprus
www.methodosit.com.cy/products/sqm.html

Company Information

Xero
Founded: 2007
New Zealand
www.workflowmax.com

Alternatives

EngQuote

EngQuote

Domex Technical Information

Alternatives

VARStreet InstaQuote

VARStreet InstaQuote

VARStreet Inc
Qmaze

Qmaze

Quadriceps Products
BigTime

BigTime

BigTime Software
Cyanic Job Book

Cyanic Job Book

Cyanic Automation

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Architecture Features

2D Drawing
3D Modeling
Bills of material
BIM Modeling
Building Information Modeling
Client Management
Contact Management
Contract Management
Document Management
Drafting
Manufacturing Design Data
Presentation Tools
Project Management
Proposal Management
Quotes/Proposals
Visualization / Presentation

Billing and Invoicing Features

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Construction Management Features

Accounting Integration
Budget Tracking/Job Costing
Change Orders
Commercial
Contract Management
Contractors
CRM
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
RFI & Submittals
Subcontractor Management
Timesheets

Job Costing Features

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Time Tracking Features

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Time and Expense Features

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

Acterys
Bookkeeper360
Box
Datameer
Deputy
Exsalerate CRM
G-Accon
Google Drive
HubSpot Marketing Hub
Lyftrondata
Oncord
PayHero
Peaka
Runn
Shift
Teamstack
TheHouseMonk
Time Doctor
WebRezPro
iPayroll

Integrations

Acterys
Bookkeeper360
Box
Datameer
Deputy
Exsalerate CRM
G-Accon
Google Drive
HubSpot Marketing Hub
Lyftrondata
Oncord
PayHero
Peaka
Runn
Shift
Teamstack
TheHouseMonk
Time Doctor
WebRezPro
iPayroll
Claim MethodosIT Quotation Management System and update features and information
Claim MethodosIT Quotation Management System and update features and information
Claim WorkflowMax and update features and information
Claim WorkflowMax and update features and information