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Description
Utilizing QuoteIQ to send quotes allows potential clients to immediately recognize the exceptional quality of your business's services. These quotes are designed to be straightforward, enabling customers to effortlessly add additional services and confirm their acceptance of the quote. Moreover, the quicker you provide a quote to your customer, the higher your chances of securing the job become. Managing work schedules and ensuring that everyone, from your crew to your clients, stays informed is simple with QuoteIQ. Our calendar system is specifically designed for home service companies, making it easy to track all your appointments effectively. With QuoteIQ, online payment processing is smoothly incorporated into your account without any additional monthly or setup fees; you only pay transaction fees when you receive payments. This means you can access your funds four times quicker than if you were using checks. Additionally, Instaquote streamlines your quoting process by allowing customers to generate their own quotes for any of your services, enhancing their experience and engagement. This capability not only speeds up your workflow but also boosts customer satisfaction by offering them greater control over their service selections.
Description
Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Agile CRM
No
Autotask PSA
No
ConnectWise PSA
No
Datagate Telecom Billing
No
Datto RMM
No
Highrise
No
HubSpot CRM
No
HubSpot Customer Platform
No
Kaseya BMS
No
Keap
No
Integrations
Agile CRM
Yes
Autotask PSA
Yes
ConnectWise PSA
Yes
Datagate Telecom Billing
Yes
Datto RMM
Yes
Highrise
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Kaseya BMS
Yes
Keap
Yes
Pricing Details
$29.99 per month
Flat monthly pricing. $29.99, $98.99, and $189.99 plans available. All features included in top plan
Free Trial
Yes
Free Version
No
Pricing Details
$99 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
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)
Yes
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
QuoteIQ
Founded
2023
Country
United States
Website
myquoteiq.com
Vendor Details
Company Name
Quoter Software
Founded
2019
Country
Canada
Website
www.quoter.com
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
No
Proposal Management
Yes
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
Yes
Proposal Generation
No
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
Yes
eCommerce
Yes
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
Yes
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
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
