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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Ecollat CRM Yes 
Ecollat PIM Yes 

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 

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