Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
QuoteRobot simplifies the process for web professionals to create effective proposals, invoices, and contracts effortlessly. With our expertly crafted themes for proposals, invoices, and quotes, you can present a polished image. Instead of relying on traditional word processing software, you have the option to select from our unique themes or design one tailored to your needs. QuoteRobot intelligently extracts line item information from your documents, enabling you to determine the appropriate charges for each item automatically. You can choose to start with a blank slate or take advantage of our ready-made proposal templates, allowing you to dispatch your quotes swiftly. Additionally, you can archive previous proposals to serve as templates for future offers. Sending a proposal to a prospective client is a breeze, as they can approve it through your dedicated subdomain with just one click, and you may also include a PDF attachment. Furthermore, you can effortlessly create a comprehensive project timeline that includes payment milestones, ensuring that your clients are aware of their payment responsibilities to maintain progress. This streamlined approach not only enhances efficiency but also fosters better client relationships.
Description
The Proposal Development module allows for collaborative development of a proposal. It also collects data and attachments required for reporting, approvals, and tracking. A development proposal can be edited simultaneously by up to three people: one in budget, where detailed and modular budgets can built using your rates, object codes, one uploading, editing attachments and one in the rest of the proposal record, where details about project personnel, compliance details and other summary data can all be entered. This information can be used to support all submissions as well as internal processes. It can also serve double duty through Grants.gov's System-to-System submission capabilities. The Institutional Proposal module creates a versioned master record of the proposal. When a development proposal has been finalized, an Institutional Proposal module is automatically created.
API Access
Has API
No
API Access
Has API
No
Integrations
Datto Workplace
No
FreshBooks
No
Harvest
No
Stripe
No
Pricing Details
$19 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
QuoteRobot
Founded
2013
Website
quoterobot.com
Vendor Details
Company Name
Streamlyne
Founded
2003
Country
United States
Website
streamlyne.com/products/modules/
Product Features
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
No
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
Grant Management
Compliance Management
Yes
Contract Management
Yes
Grant Application Management
Yes
Grant Award Tracking
Yes
Grant Opportunity Search
No
Self-Registration
No