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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ChannelOnline serves as an innovative sales-cycle automation platform aimed at assisting resellers in optimizing their profit margins, boosting revenue, and enhancing customer satisfaction. This efficient web-based service streamlines essential business processes and transactions, granting resellers comprehensive oversight of the entire sales cycle. Tailored specifically for IT and consumer electronics product resellers and solution providers, the platform facilitates the generation of quotes and proposals, the transformation of those into sales orders, and supports product procurement alongside customer e-commerce through a unified interface. What sets ChannelOnline apart is its ability to offer dynamic management capabilities for employees, customers, and suppliers, alongside extensive product content and pricing information, while also integrating seamlessly with top distributors, carriers, and various third-party service providers. Additionally, the platform's user-friendly design ensures that resellers can navigate through their operations effortlessly, making it an invaluable tool in the competitive marketplace.

Description

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Agile CRM No 
ConnectBooster No 
Constant Contact No 
DCKAP Headless Yes 
DCKAP PIM Yes 
Datto RMM No 
Datto Workplace Yes 
Highrise No 
HubSpot CRM No 
Kaseya BMS No 
Keap No 
Pipedrive No 
QuickBooks Online Advanced No 
Salesforce No 
Strategy Overview No 
Syncro No 
Xero No 
Zapier No 
Zest MSP No 
Zoho CRM No 

Integrations

Agile CRM Yes 
ConnectBooster Yes 
Constant Contact Yes 
DCKAP Headless No 
DCKAP PIM No 
Datto RMM Yes 
Datto Workplace No 
Highrise Yes 
HubSpot CRM Yes 
Kaseya BMS Yes 
Keap Yes 
Pipedrive Yes 
QuickBooks Online Advanced Yes 
Salesforce Yes 
Strategy Overview Yes 
Syncro Yes 
Xero Yes 
Zapier Yes 
Zest MSP Yes 
Zoho CRM Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$99 per month
Free Trial No 
Free Version 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 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

ChannelOnline

Founded

1999

Country

United States

Website

channelonline.com

Vendor Details

Company Name

Quoter Software

Founded

2019

Country

Canada

Website

www.quoter.com

Product Features

Quoting

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

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing No 
Field Sales Management Yes 
Lead Management No 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Product Features

CPQ

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

Proposal Management

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

Quoting

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

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