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ease
features
design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The ADV software streamlines the entire sales workflow on a single interface, facilitating everything from budget creation to order completion and invoice generation. While preparing a quote, you can conveniently email it to the client and monitor all dispatched quotes until they convert into actual sales. To initiate a budget, navigate through Launches \ OS Sales \ OS Sales and select the New Budget option, or alternatively, right-click on the desktop, choose Sales OS, and then click on New Budget. You can identify the customer by entering the beginning of their name or a portion of it, and to search using just the initial, hit enter; for searching by a part of their name, simply click the button beside the input field. If the customer is not already in the system, you can register them by clicking on the underlined customer field. After selecting a customer, you can then click on the button at the top to retrieve related details, including the seller, payment terms, payment type, and carrier information, ensuring a comprehensive overview before finalizing the budget. This integrated approach not only enhances efficiency but also improves communication with clients throughout the sales process.

Description

DoneQuote is an AI-powered quoting solution designed for businesses that rely on sending quotes, including trades, home services, and B2B field sales teams with product catalogs, like commercial equipment dealers. Delays in quoting can result in lost opportunities, while inaccuracies such as incorrect items, prices, disorganized PDFs, version confusion, and vague details can lead to similar losses. With DoneQuote, quotes are generated directly from your catalog, ensuring they are both comprehensive and precise. You can review each line, make edits using straightforward language, and then dispatch a personalized online quote. Customers can easily access this quote on their smartphones and approve it with just a single click, while reminders are sent for quotes that remain unanswered. This tool supports the sales process from initial contact to finalizing the deal, excluding invoicing and scheduling features. The first ten quotes you send are complimentary, and the platform is mobile-friendly, remaining active until the transaction is complete. Additionally, the seamless integration of this software allows for a more efficient sales experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$119/mo or $99/mo yearly
First 10 sent quotes free; Pro $119/mo or $99/mo yearly.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ADV Tecnologia

Founded

1994

Country

Brazil

Website

www.advtecnologia.com.br/

Vendor Details

Company Name

Overlab Holding B.V.

Country

Netherlands

Website

donequote.com

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management Yes 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management No 
Purchase Order Management Yes 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Product Features

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

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