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Description
Enhance the visual shopping experience for your clients by offering them an engaging visual selection process during their exploration and interaction. By doing so, sales channels will not only secure a competitive edge but also experience a quicker route to conversion. This approach will enable you to sell products more efficiently, reducing costly mistakes and duplicative efforts, which in turn will accelerate the sales cycle. Generate interest through fulfillment with a streamlined solution applicable across the entire organization. Increase the number of prospective opportunities and produce more quotes using a user-friendly and efficient quoting system. Fulfill customer needs with faster quote-to-delivery periods, thereby boosting win rates with reduced reliance on internal personnel. Automatically generate precise proposals along with the necessary fulfillment documentation, while also speeding up the introduction of new products by swiftly adjusting to market needs. Ultimately, this comprehensive strategy will enhance customer satisfaction and drive business growth.
Description
Kaseya's Quote Manager will revolutionize your sales process. Transform your sales process. Streamline your quoting and procurement to boost revenue. Your strategic advantage in the sales arena is waiting for you. Our intuitive cloud platform enables all staff to quote and sell with ease, resulting in MSP success. Our intuitive drag-and-drop editor streamlines quote creation, ensuring polished, branded quotes. MSPs can now save time by avoiding the 20-minute ordeal. Modern electronic quotes will increase efficiency, reduce rebuilds, and speed up sales. Bid adieu to manual and time-consuming hardware acquisition. Our automation eliminates rework and streamlines the process to increase efficiency. We offer this modern solution, which eliminates manual steps and increases productivity.
API Access
Has API
API Access
Has API
Integrations
3D Source Product Configurator
Algonomy
Autotask PSA
Codeless Platforms Alerting Software
ConnectWise PSA
Datto RMM
LeanDNA
Microsoft Dynamics 365
OnScreen
Oracle Fusion Cloud ERP
Integrations
3D Source Product Configurator
Algonomy
Autotask PSA
Codeless Platforms Alerting Software
ConnectWise PSA
Datto RMM
LeanDNA
Microsoft Dynamics 365
OnScreen
Oracle Fusion Cloud ERP
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Infor
Founded
1992
Country
United States
Website
www.infor.com/es-la/products/customer-experience-suite/cloudsuite-cpq
Vendor Details
Company Name
Kaseya
Founded
2000
Country
United States
Website
www.kaseya.com/products/msp-quoting-software/
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Product Configurator
2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Sales Acceleration
CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management
Visual Configuration
2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In
Product Features
MSP
Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management