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Description
Managing quotes and contracts has never been simpler. You can now electronically sign documents and accept payments without delay. Generate a professional quote or contract with just a single click. Dispatch a document for electronic signatures and receive payments from your clients immediately. Monitor, oversee, and gain valuable insights into your business operations. Our productivity tools are designed to assist you in managing your tasks effectively. With just a quick look, you can determine if your customer has viewed, signed, approved, or declined any document. We offer a concise overview of your daily tasks, allowing you to concentrate on enhancing customer satisfaction. Thanks to our seamless integration with Stripe, collecting payments for your freelance or small business is possible from any location globally. Our application provides a streamlined method for sending payment requests to clients. You can keep track of outstanding balances, issue requests, and gather payments all within a single, cohesive platform, enhancing your overall efficiency. This approach not only simplifies your financial management but also contributes to a more organized workflow.
Description
Renewtrak serves as an automation platform designed to bridge the global technology sector, enhancing the functionality of the renewals and subscription economy. Our platform empowers clients to manage their recurring revenue streams efficiently while streamlining the quoting process through intricate distribution networks, allowing them to offer tailored and relevant renewal choices for various types of licenses, support, maintenance, and annuity agreements. By automating renewal notifications, we help your team save valuable time while ensuring that every account is touched, resulting in improved renewal rates. This renewal event can also be leveraged as a strategic opportunity to deepen relationships with current customers. We enable customers to explore options, self-checkout, and finalize transactions seamlessly, which accelerates the quote-to-cash process. Renewtrak brings the consumer-like digital purchasing experience typical in B2C environments to the B2B sphere, fostering not just renewals but also customer expansion. Our automation of repetitive processes allows your team to dedicate their efforts to more significant tasks. Furthermore, our dashboard, equipped with AI-driven renewal likelihood scores, provides immediate insights into real-time performance metrics. This combination of automation and analytics ensures that businesses can make informed decisions while enhancing customer engagement throughout the renewal lifecycle.
API Access
Has API
No
API Access
Has API
No
Integrations
Stripe
Yes
Google Sheets
No
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft Outlook
Yes
Salesforce
No
Integrations
Stripe
Yes
Google Sheets
Yes
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft Outlook
No
Salesforce
Yes
Pricing Details
$29 per month
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Mosspaper
Founded
2014
Country
United States
Website
www.mosspaper.com
Vendor Details
Company Name
Renewtrak
Founded
2016
Country
Australia
Website
www.renewtrak.com
Product Features
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
No
Product Configurator
Yes
Proposal Management
Yes
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
