Related Products
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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.
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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.
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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
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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
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Audience
Quoting solution for businesses looking to automate their RFQ gathering and quote generating workflow
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Audience
Retailers and Suppliers
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Supported
Free Trial
Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationQuoteBee.io
Founded: 2017
India
quotebee.io
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Company InformationSurefront
Founded: 2018
United States
surefront.com
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Categories |
Categories |
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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
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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
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Integrations
SAP Store
Not Supported
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