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Average Ratings 0 Ratings

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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.

Description

To stay at the forefront of the business world, automating the sales process is essential, ensuring that it remains swift, simple, and consistently tailored to individual needs. This is where Smart CPQ software comes into play, empowering your sales teams to present the ideal product at the optimal price in record time. With PROS configure, price, quote software solutions, your team can respond to customer inquiries in mere minutes, driving sales forward. By integrating AI-driven price optimization techniques, your sales personnel will enhance their chances of sealing the deal with an initial quote. Thanks to PROS CPQ software, your team can efficiently generate accurate quotes for the best products at competitive prices. Eliminate obstacles in the sales process; Smart CPQ technology streamlines the entire experience while offering robust, user-friendly tools that enable your representatives to pinpoint the right offerings, tailor configurations, oversee approvals, set competitive prices, and create polished proposals that impress clients. This comprehensive approach to sales automation not only boosts efficiency but also enhances customer satisfaction, making it a vital asset for any forward-thinking business.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Autotask PSA Yes 
ConnectWise PSA Yes 
Datto RMM Yes 
QuickBooks Online Yes 
Salesforce No 
Xero Yes 

Integrations

Adobe Acrobat Sign Yes 
Autotask PSA No 
ConnectWise PSA No 
Datto RMM No 
QuickBooks Online No 
Salesforce Yes 
Xero No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 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 Yes 
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

Kaseya

Founded

2000

Country

United States

Website

www.kaseya.com/products/msp-quoting-software/

Vendor Details

Company Name

PROS

Founded

1985

Country

United States

Website

pros.com/products/cpq-software/

Product Features

MSP

Backup Management No 
Billing & Invoicing No 
CRM No 
Dashboard No 
Help Desk No 
Issue Management No 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management No 
Remote Access No 
Remote Systems Monitoring No 
Scheduling No 

Quoting

Automated Quoting No 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator No 
Proposal Management Yes 

Product Features

CPQ

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

Pricing Optimization

Channel Analysis Yes 
Competing Product Analysis No 
Forecasting No 
Market Analysis No 
Multi-Store Management No 
Price List Management Yes 
Price Optimization Automation Yes 
Pricing Analytics Yes 
Profitability Analysis Yes 
Scenario Planning Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts No 
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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