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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

VARStreet CRM streamlines your quote management process, empowering your sales team with enhanced control. Through VARStreet CRM, your salespeople can easily track quotes, work on opportunities, add notes and activities, and perform follow-ups, resulting in better insights into quotations and orders. The CRM's advanced analytics facilitate improved follow-up on abandoned shopping carts. This comprehensive overview enables your sales team to excel in their roles, leading to increased sales. Integrated seamlessly with our quoting and eCommerce modules, VARStreet CRM becomes a natural extension of your workflow. It comes at no additional cost, making it a practical choice. Quotations generated within VARStreet automatically create opportunities within the CRM, providing your sales team with greater control. Additionally, when an opportunity is marked as closed (won or lost), the quotes are automatically updated, ensuring seamless synchronization between the two modules.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Autotask PSA No 
ConnectWise PSA No 
Punchout Catalogs No 

Integrations

Autotask PSA Yes 
ConnectWise PSA Yes 
Punchout Catalogs Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 Yes 
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

VARStreet Inc

Founded

1999

Country

United States

Website

www.varstreetinc.com/platform/b2b-crm

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

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

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