Audience

Companies of all sizes that need a software solution to keep track of quotation and ordering

About 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.

Pricing

Starting Price:
$25 per user per month
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

ProcessMate
Founded: 2013
United Kingdom
processmate.net

Videos and Screen Captures

ProcessMate Screenshot 1
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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Support
Phone Support
Online

ProcessMate Frequently Asked Questions

Q: What kinds of users and organization types does ProcessMate work with?
Q: What languages does ProcessMate support in their product?
Q: What kind of support options does ProcessMate offer?
Q: What type of training does ProcessMate provide?
Q: Does ProcessMate offer a free trial?
Q: How much does ProcessMate cost?

ProcessMate Product Features

Quoting

Proposal Management
Pricing Management
Customer Accounts
Contact Management
Forms Creation
Product Configurator
Catalog Management
Customizable Branding
Client Portal
Discount Management
Automated Quoting

Workflow Management

Approval Process Control
Forms Management
Document Management
Configurable Workflow
Customizable Dashboard
Graphical Workflow Editor
Calendar Management
Access Controls/Permissions
Workflow Configuration
Task Management
Mobile Access
Business Process Automation
Compliance Tracking
Third Party Integrations
No-Code