Ecollat Quotation Tool
Ecollat Quotation Tool is a web-based CPQ and proposal application for B2B sales teams. It helps users create, customize, revise, and share sales quotations using branded templates, proposal cloning, version control, and configurable approval workflows. The tool provides proposal engagement and conversion analytics and connects with Ecollat PIM and CRM to use product and customer information in proposals. Businesses can use it to manage quotation workflows and prepare product-based proposals for customers. Ecollat also offers a mobile app for Android and iOS, supporting sales collaboration on the go.
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Psalm
Psalm is a cloud-based CRM and business management system for small businesses that quote before selling. It manages inquiries, follow-up reminders, quotations priced by size, quantity, or fixed charge, sales orders, invoices, and payments. Customers can accept quotations online; accepted quotes become orders with deposit and staged payments, then invoices without reentering line items. Psalm tracks outstanding balances and ages overdue amounts into 30-, 60-, and 90-day periods. Business logos, colors, and letterheads can be added to documents. A guided importer reads Excel and Google Sheets, and paid plans include an AI assistant that works from business records. Pricing is per company: free for one person to manage invoices, quotes, and customers, with plans at £39/month for up to 3 people, £99/month for up to 15, or £199/month for up to 50. A 14-day free trial is available without a credit card.
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EngQuote
Quotation Management Software(EngQuote), a specialized software exclusively developed to create, revise/modify, monitor, submit and track complex quotations suitable for any industry. The software empowers the sales team to increase their productivity and achieve more sales by the simplified proposal processes accessible anywhere 24x7. With this software, it will be much easier and faster for the sales team to document all the inquiries, generate professionally & timely created accurate quo. sales and marketing professionals, small businesses, startups, individuals, companies, business organizations. We also have skill test features which emphasize on detecting personality traits. The software helps to maximize the chances to win every quote and proposal, as well as minimize the loss of sales opportunities through the access-based approval process inbuilt in the software. This ensures the sales representatives to obtain approval before a quote can be sent.
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ProcessMate
ProcessMate is a cloud software that helps keep track of quotation and ordering. It comes with a sales desktop for your employees, as well as with the Customer (client) Portal where your client may request quotation, place orders and service requests. The portal is easy to configure and apply branding of your organization. With ProcessMate you can manage processes & tasks, related documents, process-related information and manage team communication. ProcessMate helps manage both ad-hoc and regular tasks that run on schedule. The platform will keep track and notify users, build reports for managers and help you streamline your business. Open up new channels of communications with your customers, let them submit purchase and servicing requests, view their ongoing requests and optionally, trigger internal processes once your customer submits a requests.
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