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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

Surefront CRM is revolutionizing the wholesale industry with one-click data distribution to multiple channels, centralized communications, and easy adherence to industry regulations. With Surefront, both internal and external teams can work with 3D product imagery for a 360-degree view of each product. Teams can search for data in 3 ways: by order, product, or quote, in a fraction of the time. Review event logs and audit trails for compliance with SOX and other regulations right in Surefront for simpler, more accurate reporting. Managing quotes doesn't have to double a sales team's workload, either. Surefront lets teams send quotes to buyer lists and manage/respond to RFQs directly from the app. Our lead management tool automates data entry, freeing up sales teams to focus on what truly matters – the customers. Meet the CRM solution that's reshaping how wholesalers communicate. Experience the transformation firsthand by trying Surefront *free* for 30 days.

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

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

Audience

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

Audience

Retailers and Suppliers

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Supported
Free Trial Supported

Pricing

$125/user/mo
Try it FREE for 30 days! After which we offer three pricing tiers, based on usage and needs.
Free Version Not Supported
Free Trial Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

QuoteBee.io
Founded: 2017
India
quotebee.io

Company Information

Surefront
Founded: 2018
United States
surefront.com

Alternatives

Alternatives

VistaQuote

VistaQuote

Ambry Hill Technologies
OroCommerce

OroCommerce

Oro Inc.
DoneQuote

DoneQuote

Overlab Holding B.V.

Categories

Quoting Supported
RFQ Supported

Categories

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Not Supported
Contact Management Not Supported
Customer Accounts Not Supported
Customizable Branding Not Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Not Supported

Product Lifecycle Management Features

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

Product Management Features

Collaboration Supported
Feedback Collection Supported
Idea Management Supported
Milestone Tracking Supported
Prioritization Supported
Product Roadmapping Supported
Release Management Supported
Requirements Management Supported
Resource Management Supported
Workflow Management Supported

Integrations

SAP Store Not Supported

Integrations

SAP Store Supported
Claim QuoteBee.io and update features and information
Claim QuoteBee.io and update features and information
Claim Surefront and update features and information
Claim Surefront and update features and information