Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
QXchange is a versatile and user-friendly data integration solution that facilitates the rapid transfer of information across various standard data formats and applications, such as MS Access, Excel, Comma delimited flat files, MS SQL Server, QuickBooks, and Salesforce.com, among others. It simplifies the process of setting up extraction, transformation, and loading (ETL) instructions to facilitate data exchanges between different formats, with these instructions being organized and managed as profiles. The software features a straightforward and intuitive user interface, allowing individuals to get started without any prior training. Business users can easily perform the majority of tasks they encounter using this tool, as it supports seamless data mapping through a simple drag-and-drop mechanism. Moreover, QXchange's flexibility enables users to convert data effortlessly, employing Excel-like functions for the conversion process while ensuring a smooth user experience. The overall design of QXchange emphasizes ease of use, making it an excellent choice for organizations looking to streamline their data integration processes.
API Access
Has API
No
API Access
Has API
No
Integrations
Asio by ConnectWise
No
Magento
No
Microsoft Dynamics 365
No
MySQL
No
Oracle Cloud Infrastructure
No
PayPal
No
QuickBooks Online
No
Sage 100
No
Sage Intacct
No
Salesforce
No
Integrations
Asio by ConnectWise
Yes
Magento
Yes
Microsoft Dynamics 365
Yes
MySQL
Yes
Oracle Cloud Infrastructure
Yes
PayPal
Yes
QuickBooks Online
Yes
Sage 100
Yes
Sage Intacct
Yes
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
No
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
KE MethodosIT
Founded
2004
Country
Cyprus
Website
www.methodosit.com.cy/products/sqm.html
Vendor Details
Company Name
Cellarstone
Country
United States
Website
www.qxchange.com
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
Product Features
Integration
Dashboard
No
ETL - Extract / Transform / Load
No
Metadata Management
No
Multiple Data Sources
No
Web Services
No