ToolQuoteJDL Technical Services
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Related Products
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About
PerfectQuote is Insurance CPQ to help brokers and general agents sell faster by eliminating the mind-numbing data entry required to sell and renew insurance. PerfectQuote® supports several lines of coverage, including ACA/Small group medical across all 50 states and large group medical, dental, life, and disability products with the industry's most popular carriers. The PerfectQuote® experience provides for error-free plan analysis, robust comparison tools, and enrollment and contribution modeling and offers the ability to easily export plan details to a streamlined spreadsheet or present online in today's new environment. Easily analyze hundreds of plans in seconds to help your clients find the best plan at the lowest price. Quickly export to our streamlined spreadsheet or present online. Show medical and ancillary lines of coverage without the hassle. Clearly see increases and decreases for key decision points across a variety of benefits.
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About
ToolQuote is a mold quoting software that helps you efficiently put together your quotes quickly. ToolQuote is completely customizable to the way you quote tools currently. All quotes are added to a database and you will be able to search & compare similar tools you have done previously. A powerful graphic interface automatically creates a visualization of the tool layout in plan and side view. Steel sizes and material costs for all tool positions are automatically generated and calculated from the tool layout generated. A history of each quote can be displayed to give a fast and clear overview of revisions to quotes. Actual costs can be added to each tool for future comparison to new quote calculations. Selectable master profiles allows for unique component libraries to be created for exclusive inclusion into templates. All information can be exported into a .CSV file for mapping into your ERP system or custom Excel quote sheets.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Brokers and general agents searching for an insurance CPQ solution to sell faster by eliminating data entry
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Audience
Companies in need of a Quoting solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$129 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPerfectQuote
United States
perfectquote.io
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Company InformationJDL Technical Services
Founded: 2005
Canada
www.jdltech.ca
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Categories |
Categories |
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Quoting Features
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Tool Management Features
Calibration Management
Fixed Asset Management
Issue & Return Management
Job Costing
Maintenance Scheduling
Order Management
Tool Kitting
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Integrations
No info available.
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Integrations
No info available.
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