Alternatives to Kaseya Quote Manager
Compare Kaseya Quote Manager alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Kaseya Quote Manager in 2024. Compare features, ratings, user reviews, pricing, and more from Kaseya Quote Manager competitors and alternatives in order to make an informed decision for your business.
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1
Configure One Cloud
Revalize
The Most Powerful CPQ to Accelerate Sales Cycles, Optimize Processes, and Drive Operational Efficiency—Backed by More Than 20 Years of Industry Experience. Empowering manufacturers with an advanced solution, Configure One Cloud customers report: • Enabled dealers to generate 40% of product configurations and 25% of sales orders, facilitating growth without increasing internal staff. • Reduced quote generation time by 50% and achieved 100% error reduction, streamlining the sales process and building customer trust. • Scalable environment for expansion, supporting a 400% growth rate and market diversification without compromising on quality or customer satisfaction. Some of Configure One Cloud Top Features: • Intuitive Advanced Rules Engine • Automated Multi-level BOM Generation • Dynamic Pricing Models • User-friendly Web Administration Interface • Seamless ERP/CRM Integration • Real-Time 3D Visualization Ready to transform your manufacturing process? Let's Talk! -
2
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible. -
3
PandaDoc
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.Starting Price: Free -
4
Zomentum
Zomentum
Zomentum is a sales acceleration platform built exclusively for IT Partners that combines pipeline management, proposal and quote builder, sales automation, and reporting & analytics to enable frictionless MSP selling. With Zomentum, you can create documents 70% faster, increase deal value by 600%, and convert 100% more often. Thousands of MSPs use Zomentum today to generate more revenue, shrink sales cycles, and make buying easy. We've helped our customers generate close to $100M in revenue. Our mission is to nurture a strong and trusted IT partner network, revolutionizing the IT buying process so it is more enjoyable and more human for the world's small and medium businesses.Starting Price: $99/month (up to 2 users) -
5
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
6
Zigaflow
Zigaflow
Zigaflow is an advanced business management platform engineered for SMBs and enterprises, aiming to revolutionize operations across sales, operations, finance, and customer service with its comprehensive suite. It enhances operational efficiency through deeply customizable workflows, real-time inventory , CRM systems, and vendor management. Notably, Zigaflow excels in its seamless integrations with essential tools like Xero, QuickBooks & email facilitating a cohesive workflow and data synchronization across platforms. This software simplifies complex processes, provides actionable insights via real-time data analytics, and aids in strategic decision-making. Designed for businesses in search of a powerful, yet easy to use and set up solution to streamline their operations, Zigaflow minimizes manual errors, optimizes task management, and empowers teams to concentrate on driving growth. -
7
ITQuoter
ITQuoter
Quoting solution for MSPs, VARs & System Integrators | ITQuoter is a complete quoting system that can handle anything from a simple one line quote, to more complex bids and professional proposals. Electronic sign-off and online payment is included with the system at no additional cost. ITQuoter manages the whole sales process all the way from quoting, orders, purchasing, online procurement ...and more!Starting Price: £59.90/m per user -
8
Quoter
Quoter Software
Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.Starting Price: $99 per month -
9
Kaseya IT Complete
Kaseya
Kaseya’s IT Complete is the world’s first and only purpose-built platform designed to directly address the challenges of DO-IT-ALL, multifunctional IT professionals. One vendor with everything you need, woven together to save you time, smart enough to help you get more done, and in a way you can afford. Experience technician efficiency gains by seamlessly automating repetitive tasks to streamline operations. Automations reduce manual tasks, boost productivity, and ensures robust security and data protection, optimizing IT management across the board. -
10
Telarus QuoteVue
Telarus
Gain real-time visibility into the status and details of all your quotes and quickly sort them by the elements most important to you, opportunity, current status, customer, and line-item information. Manual quote tracking is tedious. With Telarus QuoteVue, you can quickly identify the right support resources to address questions, changes, or issues that may arise. Telarus QuoteVue ensures visibility and accountability of your quote monitoring so you can gain peace of mind. Having clear visibility helps to streamline operations, promotes collaboration, ensures compliance, and provides valuable insights into your sales process, ultimately contributing to increased sales and improved customer satisfaction. Real-time updates keep your business flexible and able to deliver excellent customer service, collaborate effectively, minimize errors, and, ultimately, make more informed decisions to drive business success. -
11
Paradigm Omni
Paradigm
Paradigm Omni™ makes configuring and quoting complex building products fast and easy. This omni-channel selling solution offers online, in-home, in-store, and dealer functionality to help you maximize your sales and reduce your tech stack. Manage quotes and orders with the highest rated quoting solution in the industry. Realize the potential of the online sales channel for e-commerce and lead generation. Market products with an intuitive configuration experience on any device. Create a consistent experience across retail locations and vendor catalogs. Sell your way with customized sales collateral, paperwork, pricing, and promotions. Tackle some of the most common challenges that distributors, manufacturers, and retailers face. Access valuable insights into quotes, orders, and sales performance data. Make better, faster decisions to increase revenue. -
12
DRIVE Price Builder CPQ
INSIGHT2PROFIT
Getting to the “right” price for your customer can be difficult and time-consuming. How do you know you are pricing correctly? How do you create consistency across your organization? And more importantly, how do you maximize your profitability without losing business? “Creative” pricing is not sustainable in the long-term. To effectively run your organization, it’s imperative to have a pricing strategy and guardrails. Implement a pricing framework that allows flexibility when needed, order or market driven for example, within limits. Yes, you can still move fast and win deals with an eye on pricing strategy, guidelines, and realistic pricing boundaries. Many quoting processes are manual. They may be on spreadsheets or back-and-forth emails between sales and operations. Who needs to approve the quote? How do you keep track of changes? This time-consuming process can slow down your quote response time. -
13
Viirtue
Viirtue
With video collaboration software, mobile capabilities, and a best-in-class streamlined quote-to-cash solution, Viirtue transforms white label VoIP & UCaaS so you can compete with the big players and easily scale your business with modern tools and excellent support. Rebrand our full suite of white label communication tools as your own, becoming a one-stop-shop for technology solutions without bringing on additional team members. Schedule a demo and see how our industry-leading platform, quote-to-cash software, and other proprietary automation can make running a unified communications business easy. Fair pricing algorithm that only charges for seats that are used and not multiple times for users with multiple devices. Our proprietary, all-in-one quote-to-cash software and reseller dashboard provides a turnkey tool for sales, quoting, tax automation, marketing, and online learning that supports your branded platform and gives you the edge on capturing and winning more business.Starting Price: $5/month per user -
14
Solidify
Solidify
Solidify is an eCommerce and Configure-Price-Quote solutions that help manufacturers succeed in today’s competitive environment. With their intuitive Sales Portal, organizations can create an elegant Product Catalog and Product Configurator to give users access to their accounts anytime, anywhere. Easily check inventory, pricing, order status and even reorder, without having to check in with customer service or the sales team. In addition, Solidify can eliminate up to 85% of manual order processing – cutting customer service costs. Plus, it talks to back-end legacy/ERP systems to process all sales transactions. -
15
ASC Pricing and Quoting
ASC Networks
ASC Pricing and Quoting is a web-based platform designed for configure, price and quote (CPQ) management with a focus on RFPs, RFIs, RFQs, sourcing and procurement activities, and collaborative negotiation. On the sales and pricing side, ASC Pricing and Quoting automates and manages sales configurator requirements and pricing and promotion calculations such as customer, channel, volume and product-specific promotions and discounts. This entails the complete buy-side and sell-side contract management lifecycle such as quote to cash (QTC), quote to order (QTO), and configure, price, quote (CPQ). Automate, simplify and improve your pricing and tendering management, sales configuration and product configuration processes with ASC Pricing and Quoting solutions.Starting Price: $25 per user per month -
16
Experlogix CPQ
Experlogix
Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time. -
17
CIS Configurator
Complete Information Solutions
If you're looking for an affordable and easy to use CPQ solution, choose CIS Configurator. Designed to make quoting easy, CIS Configurator streamlines the sales process to empower sales teams to quickly configure, price and quote, complex products, helping to win more deals faster. The platform is a web-based software that offers a rule-based configurator, pricing management, integration with other ERP or CRM systems, centralized location for all quotes, and pipeline visibility.Starting Price: $695.00/month -
18
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
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QuoteWin
Supplyframe
A single platform that efficiently processes all aspects of complex product costing, including the subprocesses that contribute to the final price of a product build. QuoteWin streamlines quote activities and data resulting in more competitive material costs, reduced quote cycle time and increased data accuracy. DesignWin creates efficiencies in process while maintaining traceability throughout product pricing activities. EMS quoting and comparative analytics round out a full costing solution. The modular structure of our products allows each of our customers to implement a customized solution to solve their specific challenges. -
20
TEQuote
Spokane Computer
TEQuote offers a complete technical equipment quoting solution. It is especially effective for salespeople in the truck equipment industry. TEQuote gives you control over the entire quoting process to help streamline your business processes. No matter what competitive situation you find yourself in, TEQuote gives you the flexibility you need. In addition, TEQuote allows for products from multiple manufacturers to be easily quoted through a user-friendly step-by-step process. TEQuote is ideal for the traveling salesperson as well as the inside sales coordinator. TEQuote can quote a variety of bodies and equipment made by different manufacturers on a single quote. You can quickly and easily update your part and pricing information to reflect steel surcharges or vendor product changes.Starting Price: $895 one-time payment -
21
PROS Smart CPQ
PROS
To live on the leading edge of business you must automate the sales experience so it’s quick, easy and always personalized. That’s Smart CPQ software accelerating your sales teams to deliver the right product at the right price in a flash. PROS configure, price, quote software solutions accelerate sales by enabling your team to respond to customer quotes within minutes. Integrate AI-based price optimization science and increase your sales teams’ ability to win the sale on the first quote. With PROS CPQ software solutions, your team can now quickly quote the right products at the right price. Skip the speed bumps. Smart CPQ technology accelerates the sales process and provides powerful, intuitive CPQ tools so your reps can find the right product, customize configurations, manage approvals, price just right and generate professional proposals. -
22
Incentit
Incentit
Use rebates to boost sales of your product or service. These incentive types are conventional consumer based purchasing incentives. Use sales incentives and spiffs to drive channel performance and to preserve suggested street pricing. Energy saving rebates and portfolio tracking and reporting. Incentivize employees, customers, and affiliates to help with your strategic initiatives. Store a master price list and issue electronic quotes. Manage and track opportunities through the selling process. Integrate the quoting and incentive applications to create instant rebate programs and control street pricing. -
23
Subskribe
Subskribe
Quote and invoice dynamic deals with confidence. Subskribe is a totally unified experience from quote to revenue. Subskribe is totally unified from quote to revenue. It can handle any SaaS deal you can dream up: ramp-up, bundles, usage-based billing, you name it. Subskribe keeps everyone on the same page. Sales and finance use the same records in the same central repository. Sales orders automatically update themselves as they ramp up over time. There’s no need for manual reconciliation. No wondering how much to invoice in a given period. Subskribe makes quoting and billing dynamic deals effortless, allowing businesses to maximize deal flow and improve operational efficiency. Subskribe is designed for deals that evolve. It's built around a single repository of dynamic orders that can change over time, down to the individual line item. That means no more silos. No more confusion. No more need for manual reconciliation. -
24
Quote-IT!
Ora Technology
Quote-IT! software is the most comprehensive supply chain bidding and manufacturing cost estimating software available to the electronics manufacturing industry. Instant project scrub with distribution pricing and availability sets Quote-IT! apart from any other solution in the market. Features and tool-sets enable you to leverage ERP data and quote history to streamline supply chain request to just strategic components- accelerating your suppliers turnaround time and increasing responsiveness by eliminating repetitive and contaminated requests. Analyzing component supply information is accomplished a via a suite of configurable reports to review: Cost; Availability; Lead Time; Excess Exposure, etc... With your ERP data present, Quote-IT! will leverage current contract prices and purchase activity, burn excess, as well as profiling supplier shifts and projecting PPV on forward spend.Starting Price: $395 per user per month -
25
PSQuote
CLD Partners
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients. -
26
Qwilr
Qwilr
Make ridiculously good-looking sales and marketing documents that help you save time and win more work with Qwilr. Trusted by thousands of businesses for beautifying their communications, Qwilr is for innovative and forward-thinking teams. It is an interactive and mobile-friendly platform that lets teams rework sales and marketing collateral, such as quotes, proposals, pitches, and documents, into stunning web pages. Qwilr also offers users the ability to embed videos, maps, surveys, spreadsheets, and more, to their documents.Starting Price: $49.00/month -
27
quotadoo
quotadoo
Quickly generate detailed and personalized quotes, store them safely in the cloud and send them to your customers with one click. We wanted to create a practical and easy to use tool. Thanks to the quick video guide, it takes just a few minutes to learn how to use quotadoo®. With quotadoo® you drastically reduce the time needed to create and send your quotes. Earn hours of work thanks to quotadoo® and take back your time. Increase the success of your quotes with a professional and impactful presentation. Save up to 90% time compared to manual models. Impress your customers and beat the competition over time: create and deliver your quote even immediately when you are at the customer's, by connecting with your tablet. You do not have to install anything: thanks to the secure Cloud technology, you can use quotadoo® whenever you want from the office, from home or on the move.Starting Price: €79 per year -
28
Infor CPQ
Infor
Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities and generate more quotes through an intuitive and efficient quoting solution. Meet customer requirements with shortened quote-to-delivery times. Improve win rates with less dependency on internal staff. Automatically create accurate proposals and downstream fulfillment information. Accelerate new product introduction by adapting quicker to market demands. -
29
Kugamon
Kugamon
Control revenue performance with truly accurate pipeline forecasts. See critical deal flow easily configured for your business, because your data comes right from Salesforce. Assemble the most complex quotes and orders with just 1-click including, discounts, add-ons, specials, etc., no matter how many parts you include. Gain real-time visibility into your entire revenue cycle - from initial sales engagement, quoting, billing, renewal, inventory, and shipping! Only Kugamon delivers the complete picture of every customer engagement. 100% Lightning interface makes adoption easy. Blazing performance eliminates wait-times for quotes, orders, and invoices, while reducing keying errors. Increase overall rep productivity - keep your customers happy. Built with App Empathy Kugamon help those new to Salesforce become experts in Closing. Revenue attainment becomes easier with every new hire. -
30
WorkflowMax
Xero
If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.Starting Price: $33/month -
31
Powertrak
Axonom
Powertrak CPQ Software Suite by Axonom is a cloud-based and mobile-friendly platform that enhaces and streamlines the sales quoting, ordering, pricing, and product configuration processes. With Powertrak, sales teams and channel partners are more empowered to turn leads into conversions faster by making accurate product and pricing information more accessible. Powertrak offers seamless integrations with leading business tools, such as, Microsoft Dynamics 365, Salesforce, Oracle, NetSuite, and Macola Software.Starting Price: $500.00 per month -
32
ChannelOnline
ChannelOnline
ChannelOnline is a sales-cycle automation solution designed to empower resellers to maximize margins, increase revenues, and increase customer satisfaction. ChannelOnline provides a fast, resourceful, and effective web-based service that automates key business processes and transactions, giving resellers total management control over the complete sales cycle. Focused on enabling IT and CE product resellers and solution providers, the platform enables the creation of quotes and proposals, conversion to sales orders, and allows for product procurement and customer e-commerce from a single interface. ChannelOnline is unique in offering dynamic employee, customer, and supplier management, comprehensive product content and pricing, and integration with leading distributors, carriers, and third-party service providers. -
33
Ascend
Mindbox Studios
Ascend provides the sales tools your team needs to succeed. Get bids done right. Close deals faster and improve the accuracy of your team's estimates. Improve visibility, leverage historical data, and improve project margins with easy-to-use software tools. Reduce quote turnaround time and increase the accuracy of your estimates. Generate proposals using templates and spec docs for quicker signoffs. Get visibility into your pipeline and anticipate capacity issues sooner. Link your systems for easy access to all of the customer info.Starting Price: $25 per month per user -
34
Apparound
Apparound
Apparound is more than an ordinary CPQ. Is an all-in-one sales tool that allows reps to be more effective during the negotiations by simplifying their daily activities and allowing them to involve more the customer. The solution consists of 10 modules that manage the complete sales cycle: from the presentation of marketing materials to the configuration of the offer through the CPQ, to the closing of the negotiation with the collection of the order through electronic signature. All in extreme simplicity with the sole use of a tablet or smartphone, or through access to any browser. Apparound includes content Sharing _ your sales materials at your fingertips. Apparound Power CPQ _ Configure-Price-Quote. Renewal Management. Solution Advisor. Contract generator, electronic signature, interactive tools, data manager, sales tracker analytics. Web client, Apparound natively integrates with Salesforce and MS Dynamics CRM systems. -
35
Bit2win
Bit2win
Bit2win CPQ empowers sales, partners and customers to configure complex products/services, deliver accurate quotes and create smarter deals with most updated product and pricing information. Bit2win, designed for enterprises going digital and sale processes & quoting automation, enables sale of tangible goods and subscriptions, recurring and use-based pricing, bundles and amendments to existing service contracts providing among the best out-of-the-box pricing functionality on the market. A real complete sales cloud suite that covers the entire multichannel sales cycle processes, from price configuration to go-to-market strategy. Bit2Win suite is the innovative omni-channels solution to optimize business processes, identify and manage sales opportunity, configure right product at right price in real-time, simplify and shorten sales cycle, increase efficiency and reduce errors, speed time-to-market and bring differentiation, assure customer engagement and loyalty.Starting Price: $50 per user per month -
36
Atria
Atria
Growth isn’t guaranteed. That’s why we created Atria, the unified Active Directory, Workspace, and Microsoft 365 management portal that helps managed services providers like you scale more successfully. Atria gives you the solutions you need to automate and standardize service delivery, reducing helpdesk tickets and escalations dramatically improving operational efficiency. Whether you need to streamline service tickets and tasks, supercharge your helpdesk, or empower customers with self-service, Atria can help—and save you measurable time and money you’ll start realizing in no time. With over 20 years in the managed services industry, Atria is specifically designed to help your business grow. Most Helpdesk tools are either ticketing systems – capture info and then do the job, or Workflow – move the job around teams. Only Atria takes the actual tasks you do from user provisioning to license purchasing and streamlines them. -
37
seProposals
salesElement
The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency and reduce errors that arise from unnecessary duplicate data-entry. We customize our templates to fit your brand and design specs. So every proposal, regardless of who creates it, adheres to your corporate style. Your proposals will look great without wasting any sales times on formatting.Starting Price: $85 per user per month -
38
Raptech
Raptech Solutions
Raptech is a cloud-based digital business management software that enables growing companies to automate the processes of Lead-to-quote, order-to-cash, source-to-pay, and record-to-report. Gain total control over the business using efficient workflows. Make real-time data-driven decisions with AI-powered analytics. Having process and tools in place to manage sales pipeline and forecast pushes the sales team to be more effective, and efficient and ensure that lead clients turn into business opportunities. Streamlining order fulfillment, billing, and payment receipt process enable to increase in the bottom line. Revenue projections will help to make strategic decisions to maximize profits. Understanding spending patterns help to make a critical decision on cost control. Spend forecast will assist in closely monitoring and fixing problems before they become major issues. Bringing efficiency in working capital and cash flow management leads to a higher return on capital. -
39
Nue
Nue.io
Nue is an easy-to-manage quote-to-revenue platform on Salesforce designed to meet the needs of the modern business. Configure dynamic pricing. Sell on any channel (self-service + direct sales). Expand customer revenue and manage renewals. Know exactly what to bill and when. With Nue, RevOps teams can rapidly deploy opportunity-to-cash processes for direct and self-service sales – all the while delivering complete, accurate analytics to Finance. Nue is built for high growth SaaS companies looking for a new way to manage their revenue flows end-to-end that’s not a rigid, IT-heavy CPQ or billing solution. Reinvent your revenue lifecycle!Starting Price: US$ 3000/company/year -
40
Start.ly
Start.ly
Startly is an all-in-one, fully integrated IT service management and professional services automation platform for service delivery organizations. Unlike other solutions on the market, Startly is far more than a one-hit-wonder that only serves a single purpose, but also far less complex and cumbersome than some of the more antiquated solutions on the market. Startly is flexible and extensible, each module can be used independently or they can all be cohesively used together so that it is always sized just right for whatever your needs, even as those needs change from month to month. You’re only charged based on what your team members use each month, so you can control your costs and only pay for what you need when you need it. Our help desk software is different. It’s modern, intuitive, full of fun(ctionality), and is made with more thoughtfulness than grandma’s apple pie. Reduce costly inefficiencies and bottlenecks and optimize your management operations.Starting Price: $8 per month -
41
EliteDealers
Elite Dynamics
Complete management of your customer service department from engineer service tickets to customer portal management. Support your sales function from initial lead through to appointment, and beyond. Easily transform your customer relationships and significantly reduce your administration time. Easily access the data and information you need, whenever you need it to achieve objectives & goals and support business growth. Easily fully manage the quote, order & invoice process within your holiday home dealership. Allocate your engineers’ workloads and have full visibility whilst empowering your team to complete jobs, re-allocate or upload photos where required from any device, even whilst offline. -
42
DigiFabster
DigiFabster
Empower your shop's estimating team with tools that allow them to process RFQs in minutes not days. Provide your customers the modern experience they want, allow them to drag-drop CAD files to get pricing, and place orders 24/7 on your site. DigiFabster is designed to be quick to implement, easy to use, and flexible to match your business processes. We set out to change the way shop software was implemented. Our browser-based quoting solution is instant-on and requires no installation or maintenance from your staff. Setup can be completed in a matter of hours and our support staff is available 24/7 to assist if you have 1 or 100 machines. Our mission is to allow a quick and painless path to RFQ automation and growing your business. We understand not every business wants and needs a full automated e-commerce solution. DigiFabster allows for 4 configurations for handling RFQ request, instant pricing, manual review, manual review with price threshold and TBD mode.Starting Price: $49 per month -
43
SalesStreamliner
SalesStreamliner
SalesStreamliner makes doing business easier for channel sales operations and partners, by automating manual sales tasks and connecting cross-channel partners independently all-in-one system. Grow your sales team with ease and confidence. Easily manage direct sales reps and channel sales in one unified system without conflict. Expand your business with ease. Manage multiple product lines & multiple sales channels all-in-one system without conflict. Franchise business operations in a box. Provide your franchisees with sales automation and watch them take off and thrive! Successful small business owners are master multi-taskers. SalesStreamliner makes multi-tasking easier, so you can focus on selling and servicing your customers. Get started with your SalesStreamliner turn-key solution in five easy steps.Starting Price: $49 per user per month -
44
In Mind Cloud
In Mind Cloud
Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP to help you sell and be easy to buy from. Reduce Costs Don't settle for misconfigurations, costing inaccuracies, or production errors. Unite your entire manufacturing sales process without failure-prone manual workarounds. Improve Your Sales Efficiency Find out how you can simplify your sales and watch your conversions soar by reimagining an effective sales process. Happy sales teams, happy customers. Gain a Competitive Advantage Are global competitors stealing your deals? Play to your strengths, showcase your product expertise, and scale your business in an ever-changing market. Increase Your Revenue Put the right offers in front of the right audience, at the right time. Engineer your growth by focusing on your sales management to yield higher resultsStarting Price: $125 USD -
45
Minoa
Minoa
Minoa is the platform that helps B2B SaaS companies sell value, create better deals, and maximize their revenue potential. It empowers teams to work more closely with customers and maximize their revenue potential. Collaborate with your prospect to build effective value cases. Accelerate your deals and increase conversion rates by streamlining value conversations. Maximize your revenue potential and help customers realize the full value of your product. Easily create flexible deals and get them approved quickly. Rely on a product catalog for a single source of truth for all feature-related and pricing-relevant information. Make informed pricing decisions based on real-time monetization insights. Use a modern price book and streamline discounting guidance for your sales team. -
46
WorkRails
WorkRails
Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation. -
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Better Proposals
Better Proposals
Better Proposals helps you create, send, track, and sign business documents in just a few minutes. With over 200 pre-written and pre-designed templates for proposals, contracts, sign-offs, and more, it takes the work out of document creation. Its 40+ integrations enable you to automate your entire sales process by using only one platform. Modern, on-brand proposals that streamline your sales process. Sent, tracked, and signed in minutes. Impress at first glance. A professional first impression goes a long way towards closing any deal. Luckily, we know what’s important, what to avoid, and how to create a powerful image that builds immediate trust, and it's all built into Better Proposals. Track the proposals you send and get real-time updates as your clients read, sign, and send them back faster than ever. With Proposal AI's automatic suggestions, you'll convert more by discovering exactly what's working in your industry.Starting Price: $19 per month -
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PEP Technology
PEP Technology
The key to unlocking PROFITS with lasers, plasma, gas, waterjet and combination machines can be found in PEP Technology's automation. PEP’s 40 plus years of developing CAD/CAM software has allowed us to work with and learn from all of our customer’s needs. In doing so, we have created the most intelligent nesting algorithms, intuitive menus, and proprietary databases that allow sales, engineering and programming departments to do five times the amount of work with high efficiencies than any other CAD/CAM product available today. Our Advanced Bullet Nesting will produce more parts than our closest competitor, while eliminating head raises, reducing rapids and controlling heat. Our Automatic Job Scheduling allows you to plan, schedule, track and report everything related to cutting parts before and after nesting in Real-Time. -
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Applied Rater
Applied Systems
Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting. -
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QuoteWerks
Aspire Technologies, Inc
For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.Starting Price: $199.00/one-time/user