Ecollat Quotation Tool Description
The Ecollat Quotation Tool is an online CPQ and proposal solution designed specifically for B2B sales teams. It enables users to generate, tailor, modify, and disseminate sales quotes utilizing branded templates, proposal duplication, version management, and adaptable approval processes. Additionally, this tool offers insights into proposal engagement and conversion metrics while integrating with Ecollat's PIM and CRM systems to incorporate product and customer data into proposals. Companies can leverage it to streamline their quotation processes and craft tailored product proposals for their clients. Furthermore, Ecollat provides a mobile application compatible with both Android and iOS devices, facilitating seamless sales collaboration regardless of location. This mobile support enhances productivity and allows sales teams to respond swiftly to customer needs.
Ecollat Quotation Tool Alternatives
Pylon's intuitive design software allows you to create accurate proposals from anywhere, in less than 2 minutes. Pylon is the only software that allows you to view high-resolution imagery within your app. Pylon's award winning 3D Solar Shading toolkit helps you identify and track shading impacts throughout the year. Pylon's load profile analysis and interval data analysis will help you and your team to better understand customer consumption patterns. Analyze load profiles & interval data. You can close more solar proposals by using interactive Web & PDF proposals and native eSignatures. Fully integrated solar CRM that integrates with your solar design software to convert proposals. Pylon Solar CRM offers 2-way SMS and email communications, team management, lead management and pre-made deal pipelines.
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EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS
Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word!
THE MICROSOFT ADVANTAGE
Native to Microsoft Word, Expedience leverages the best of Microsoft 365:
• Use Rich Content (tables, charts, videos, PowerPoint slides, etc)
• Consistent Corporate Branding
• Copilot Generative AI
• Excel Data Integration
• Realtime Collaboration
AUTOMATED SALES PROPOSALS & SOWs
Create complete Microsoft Word document proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time.
TRUSTED CONTENT
Expedience stores your curated, branded, approved content in a library for quick reuse. This means that your team will have trusted content at their fingertips directly within Microsoft Word.
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DocSales
You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it!
It can be used with major CRMs like Close.com, Hubspot and Pipedrive.
DocSales:
(1) Use Google Docs as a Document Template Editor to complete personalization
(2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically.
(3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign).
(4) Keep track of their openings.
(5) Move the card to a different column/phase or set opportunity to win it
(6) Integrate with Blling systems or payment processors
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ConnectWise CPQ
ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP.
Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.
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Pricing
Pricing Starts At:
$8/user/month
Pricing Information:
Basic costs $8/user/month with a 10-user minimum and requires an Ecollat PIM subscription. Business costs $11/user/month with a 10-user minimum and also requires an Ecollat PIM subscription. Enterprise pricing is custom.
Integrations
Company Details
Company:
Techtonic Enterprises
Year Founded:
2019
Headquarters:
India
Website:
www.ecollat.com/solutions/quotation-tool/
Media
Product selection interface with a Collection Vivanta card and four bathroom-fixture product cards showing item codes, inventory, prices, quantity, tags, and cart icons.
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Customer Support
Business Hours
Online Support
Ecollat Quotation Tool Features and Options
Ecollat Quotation Tool User Reviews
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