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Description
Handify serves as a specialized Technical Sales Operating System tailored for businesses involved in the sale of ingredients, raw materials, specialty chemicals, and flavors and fragrances, where the product itself is the key driver of sales. This innovative platform consolidates the traditional reliance on generic CRM systems, shared folders, spreadsheets, and email into a single, cohesive solution. It features a customizable technical catalog with versatile product attributes that function as search filters, as well as comprehensive technical documentation—such as TDS, SDS, and certificates—that can be updated universally in real-time. In addition, Handify offers Bundles, which are curated collections of products, documents, and quotes that can be shared with clients in a matter of minutes, ensuring they are always up to date. The system further streamlines quoting processes with approval workflows, manages sample requests, and oversees leads, accounts, and pipelines efficiently. Moreover, the AR Helper component ensures that sales and finance teams remain synchronized regarding outstanding invoices, overdue payments, and credit holds. With built-in AI capabilities, Handify enhances operations by enabling data extraction from technical PDFs, delivering product recommendations, conducting account analyses, and generating insightful narrative sales reports that help drive informed decision-making. This comprehensive approach not only optimizes sales processes but also significantly improves overall operational efficiency.
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
Docusign
No
Google
Yes
Microsoft 365
Yes
QuickBooks Online
No
Salesforce
No
Zoho Books
No
Zoho CRM
No
Integrations
Docusign
Yes
Google
No
Microsoft 365
No
QuickBooks Online
Yes
Salesforce
Yes
Zoho Books
Yes
Zoho CRM
Yes
Pricing Details
Custom
Free Trial
Yes
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
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Evanon
Founded
2025
Country
Mexico
Website
handify.app
Vendor Details
Company Name
iQuote Xpress
Founded
2008
Country
United States
Website
www.iquotexpress.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
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
