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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
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

Retailers and Suppliers

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

$125/user/mo
Try it FREE for 30 days! After which we offer three pricing tiers, based on usage and needs.
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

Surefront
Founded: 2018
United States
surefront.com

Alternatives

VistaQuote

VistaQuote

Ambry Hill Technologies

Alternatives

Quoter

Quoter

Quoter Software
OroCommerce

OroCommerce

Oro Inc.

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

Product Management Features

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

Integrations

SAP Store

Integrations

SAP Store
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