Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Streamline your proposal process by eliminating the tedious tasks of copy/pasting and searching for replacements across all new proposals for your clients and leads. Transform your proposal workflow with just a few clicks, reducing the time spent from hours to mere minutes, while impressing your clients with visually appealing proposals that set you apart from the competition. Enhance your sales presentations by incorporating videos and rich media directly into your proposal pages, creating a more engaging experience that is sure to leave a lasting impression. Avoid the hassle of tracking down payments after your proposal is accepted by enabling proposal payments, allowing you to collect initial payments instantly with a simple process for your clients: review, accept, pay, and you're all set! Effortlessly integrate with the tools you already use to manage your sales data, ensuring a smooth and efficient proposal workflow. Dynamically generate proposals from your CRM opportunities and seamlessly push proposal updates back into your CRM, providing greater visibility into all your ongoing deals and enhancing your overall sales strategy. Ultimately, this approach not only saves time but also boosts your productivity and increases your chances of closing deals successfully.
Description
To get started with proposal automation and quoting software, you will need to spend days training or pay for help from an IT consultant who has a Ph.D. in APIs. iQuoteXpress, (IQX), does the heavy lifting to quickly deliver a fully supported, customized, and integrated sales proposal and quoting system. It's a simple to use, configure, price, and quote system. Your brand values should be reflected in your sales proposals. IQX templates for proposal design will ensure that every quote you give to a customer has the same look and feel. We will create a custom dashboard for your quoting system and load your products, services, pricing schedules and even customers and accounts. Analytics is essential for sales enablement. We'll set up the back-end tracking tools to provide you with complete oversight and ensure that no proposal or business opportunity is missed.
API Access
Has API
No
API Access
Has API
No
Integrations
Capsule
Yes
Docusign
No
Insightly
Yes
Pipedrive
Yes
QuickBooks Online
No
Salesforce
No
Zoho Books
No
Zoho CRM
No
Integrations
Capsule
No
Docusign
Yes
Insightly
No
Pipedrive
No
QuickBooks Online
Yes
Salesforce
Yes
Zoho Books
Yes
Zoho CRM
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$39 per year
Free Trial
No
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
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
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
Proposable
Founded
2009
Country
United States
Website
www.proposable.com
Vendor Details
Company Name
iQuote Xpress
Founded
2008
Country
United States
Website
www.iquotexpress.com
Product Features
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
Yes
Document Management
No
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
Yes
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
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
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
Yes
eCommerce
No
Product Configurator
2D Drawing
No
3D Modeling
No
Analysis & Constraints
No
Custom Pricing Options
Yes
Inventory Management
Yes
Recommendation Engine
No
eCommerce
No
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
Yes
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
Yes
RFP Management
No
Requirements Management
Yes
Revision Management
Yes
Task Management
No
Templates
No
Version Control
No
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
Yes
Product Configurator
Yes
Proposal Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
No
Lead Management
No
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No