Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The Ecollat Quotation Tool is an online CPQ and proposal solution designed specifically for B2B sales teams. It enables users to generate, tailor, modify, and disseminate sales quotes utilizing branded templates, proposal duplication, version management, and adaptable approval processes. Additionally, this tool offers insights into proposal engagement and conversion metrics while integrating with Ecollat's PIM and CRM systems to incorporate product and customer data into proposals. Companies can leverage it to streamline their quotation processes and craft tailored product proposals for their clients. Furthermore, Ecollat provides a mobile application compatible with both Android and iOS devices, facilitating seamless sales collaboration regardless of location. This mobile support enhances productivity and allows sales teams to respond swiftly to customer needs.
Description
The Quotation Management System is a user-friendly and adaptable platform that enables businesses to efficiently create, submit, and monitor quotes and invoices. As an open-source web application, it can be easily downloaded as a Windows installer executable, simplifying the installation process for users. This system allows for the management of all quotation records within a single intuitive interface while ensuring compliance with necessary tracking standards. Users can automatically generate quotations in PDF format through custom-designed templates, enhancing document presentation. It also offers straightforward web-based document management features, enabling users to modify attached documents while retaining a complete history of changes. Additionally, the system allows users to lock and unlock documents as needed. On-demand reporting capabilities provide essential compliance and audit information, along with detailed insights into the records management environment. With a variety of comprehensive reports and visual charts, users can conduct in-depth revenue analysis, making this system not only practical but also a powerful tool for financial management. Overall, the Quotation Management System stands out as a robust solution for organizations looking to streamline their quoting and invoicing processes.
API Access
Has API
No
API Access
Has API
No
Integrations
Ecollat CRM
No
Ecollat PIM
No
Pricing Details
$8/user/month
Basic costs $8/user/month with a 10-user minimum and requires an Ecollat PIM subscription. Business costs $11/user/month with a 10-user minimum and also requires an Ecollat PIM subscription. Enterprise pricing is custom.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
Yes
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
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Techtonic Enterprises
Founded
2019
Country
India
Website
www.ecollat.com/solutions/quotation-tool/
Vendor Details
Company Name
KE MethodosIT
Founded
2004
Country
Cyprus
Website
www.methodosit.com.cy/products/sqm.html
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
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
No
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
Yes