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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AutoQuotes (AQ) from Revalize stands as a premier software for the foodservice equipment and supplies sector. Over 20,000 specialists from North America, Europe, and the UK rely on AQ for their daily quoting and sales needs. Boasting comprehensive CPQ, design, and data analytics tools, plus the globe's most extensive database for foodservice equipment and supplies, AQ is pivotal in driving the industry's progress. The AQ platform seamlessly integrates equipment manufacturers, dealers, representatives, and consultants in the foodservice arena, streamlining the sales trajectory and fostering collaborative sales efforts. It offers both 2D and 3D visual insights, spatial planning capabilities, and AR/VR technologies, empowering stakeholders like sales representatives, distributors, and operators to efficiently tailor products, craft designs, immerse in virtual explorations, draft quotations, and finalize transactions. AutoQuotes is honored to contribute to a top-tier CPQ, product, and design ecosystem, facilitating businesses in expediting their revenue realization.

Description

Quoter is an innovative cloud-based platform designed specifically for managed service providers (MSPs) that streamlines the quote-to-cash process by automating more than 30% of sales tasks. The platform seamlessly integrates with various systems such as PSA, CRM, distributors, payment processors, and accounting software to automatically fill in client, product, and pricing information. It accommodates an unlimited array of configurable line items and bundles, offers volume discounts, supports multi-currency pricing, and accurately calculates taxes and shipping—leveraging tools like Avalara. Additionally, it facilitates e-signatures and payment processing through options such as Stripe, PayPal, and ConnectBooster. Quoter also provides customizable branded templates, product configurators that include optional and single-select items, and distributor pricing that is aware of inventory levels. The platform enhances productivity with features like email tracking, automated follow-ups, manager approval workflows, and detailed cost and margin tracking, all while offering comprehensive reporting capabilities on quotes, margins, users, and product performance. Furthermore, businesses can benefit from its robust analytics to make informed decisions and optimize their sales processes.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Agile CRM No 
Autotask PSA No 
CloudBlue No 
ConnectBooster No 
ConnectWise Automate No 
ConnectWise Cybersecurity Management No 
HaloPSA No 
Highrise No 
Kaseya BMS No 
Keap No 
Mailchimp No 
Nutshell No 
PayPal No 
Pipedrive No 
QuickBooks Online No 
Salesforce No 
ScalePad No 
Stripe No 
Syncro No 
Zoho CRM No 

Integrations

Agile CRM Yes 
Autotask PSA Yes 
CloudBlue Yes 
ConnectBooster Yes 
ConnectWise Automate Yes 
ConnectWise Cybersecurity Management Yes 
HaloPSA Yes 
Highrise Yes 
Kaseya BMS Yes 
Keap Yes 
Mailchimp Yes 
Nutshell Yes 
PayPal Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Salesforce Yes 
ScalePad Yes 
Stripe Yes 
Syncro Yes 
Zoho CRM Yes 

Pricing Details

$700.00/year
Free Trial No 
Free Version No 

Pricing Details

$149 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
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 No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Revalize

Founded

1990

Country

United States

Website

aq-fes.com

Vendor Details

Company Name

ScalePad

Founded

2015

Country

Canada

Website

www.scalepad.com/quoter/

Product Features

Quoting

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

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

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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