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About

Add discounts and taxes per line item and/or add to overall pricing directly while preparing quotes. Configure and group together frequently used products and services with custom fields. Send quotes online for acceptance by your customers and publish changes to it. Save reusable material in the content library and prepare quotes even faster than before. Discuss with your customer while they review quotes online and handle every objection live. Manage unique combinations of products and services in the catalog that deliver exactly what your buyers need. Generate best combination that solve customers' problem from the catalog directly while creating quotes. Send documents to your customers with an online viewer and get real-time notifications of views and comments. Define token placeholders for customer details in your templates and quickly replace them before sending.

About

What if there was a simple way to track your quotes and project opportunities that integrated with email? If you find yourself spending more time managing quotes than winning quotes, then SharpPLM Quoting is what you've been looking for. With SharpPLM, you can capture email threads and documents related to a quote. As revisions change, you can update those documents and keep a history of changes. As machine shops, a lot of energy is put into quotes, now is the time to make it worth your time. By tracking your quotes, you'll learn what works and what doesn't. Learn what customers are price-insensitive, what customers are time-sensitive, and what customers will likely never buy from you. SharpPLM was created out of the idea that there should be a simple, low cost solution for businesses to manage their product and business-critical information. SharpPLM pulls together various backgrounds to provide a successful product.

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

Quoting solution for businesses looking to automate their RFQ gathering and quote generating workflow

Audience

Companies searching for a solution to track and send professional quotes

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

$49 per 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:

Review this Software

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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

QuoteBee.io
Founded: 2017
India
quotebee.io

Company Information

Sharp PLM
Founded: 2009
United States
www.sharpplm.com

Alternatives

Quoter

Quoter

Quoter Software

Alternatives

RaiserSharp

RaiserSharp

RaiserSharp Solutions
BlinQ

BlinQ

BlinQ Software
TurboQuote

TurboQuote

TurboDocx
PSQuote

PSQuote

CLD Partners

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

Product Lifecycle Management Features

Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management

Integrations

SmartPOS by Petrosoft

Integrations

SmartPOS by Petrosoft
Claim QuoteBee.io and update features and information
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