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Average Ratings 0 Ratings

Total
ease
features
design
support

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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.

Description

Accelerate your quoting process, manage pricing effectively, and secure more deals using Salesforce CPQ. Designed specifically for the leading CRM platform, Salesforce CPQ equips businesses with essential tools to streamline their sales journey from quoting all the way to cash flow. This comprehensive solution is available in three distinct editions, one of which includes complete Quote-to-Cash capabilities that also facilitate billing and collections. With Salesforce CPQ, companies can enhance their sales efficiency and improve overall revenue management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

3D Source Product Configurator No 
Apty No 
Bigtincan No 
Bloomreach No 
Canopy No 
Kinective Bridge No 
Lago No 
Logik.io No 
MTX SafeVax No 
Malbek No 
OnScreen No 
Prodly AppOps No 
Refold No 
Salesforce Agentforce Revenue Management No 
Salesforce Agentforce Service No 
Tavant Warranty No 
Threekit No 
Ventas CPQ & SMS Solution No 
Workato No 
dataimporter No 

Integrations

3D Source Product Configurator Yes 
Apty Yes 
Bigtincan Yes 
Bloomreach Yes 
Canopy Yes 
Kinective Bridge Yes 
Lago Yes 
Logik.io Yes 
MTX SafeVax Yes 
Malbek Yes 
OnScreen Yes 
Prodly AppOps Yes 
Refold Yes 
Salesforce Agentforce Revenue Management Yes 
Salesforce Agentforce Service Yes 
Tavant Warranty Yes 
Threekit Yes 
Ventas CPQ & SMS Solution Yes 
Workato Yes 
dataimporter Yes 

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 

Pricing Details

$75.00/month/user
CPQ - $75 per month per user
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Overlab Holding B.V.

Country

Netherlands

Website

donequote.com

Vendor Details

Company Name

Salesforce

Founded

2006

Country

United States

Website

www.salesforce.com/products/quote-to-cash/overview/

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 

Product Features

CPQ

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

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine Yes 
eCommerce 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 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

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