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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
Tidy3 is a modular, cloud-based business management platform built specifically for small and medium-sized enterprises, designed to replace spreadsheets and fragmented tools with a connected system that streamlines operations across sales, inventory, and customer management. It provides a suite of core products, including CRM, Quote, Commerce, Catalog, Stock, and Work, that can be used individually or combined to create a complete, unified workflow tailored to each business. It centralizes customer data, communications, product information, pricing, and inventory into one system, enabling full visibility of the customer journey, simplified lead tracking, and consistent pipeline reporting. It allows teams to generate accurate quotes quickly, manage complex product configurations, and consolidate orders, pricing structures, and customer records into a single interface.
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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
Quoting solution for businesses looking to automate their RFQ gathering and quote generating workflow
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Audience
Small and mid-sized businesses that want to replace spreadsheets with a modular system to manage sales, inventory, and operations more efficiently in one connected platform
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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
No information available.
Free Version
Free Trial
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Pricing
$19 per month
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 InformationQuoteBee.io
Founded: 2017
India
quotebee.io
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Company InformationTidy3
Founded: 2010
New Zealand
tidy3.com
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Alternatives |
Alternatives |
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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
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Integrations
Xero
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