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What is DoneQuote?

DoneQuote is an innovative quoting solution powered by AI, specifically tailored for businesses that frequently send out quotes, such as those in the trades, home services, and B2B field sales sectors with extensive product catalogs, including commercial equipment dealers. When quoting delays occur, opportunities may be lost, and inaccuracies—like wrong items, pricing mistakes, disorganized PDFs, version mix-ups, and unclear details—can similarly harm business prospects. DoneQuote streamlines this process by generating quotes directly from your product catalog, guaranteeing both thoroughness and accuracy. Users can examine each line item, make edits in plain language, and send out a customized online quote efficiently. Customers benefit from easy access to their quotes via smartphones and can approve them with just one click, while automated reminders are sent for any quotes that go unanswered. This tool enhances the sales process from the first interaction to the completion of the deal, though it does not include invoicing and scheduling functionalities. The initial ten quotes sent through the platform are free, and the software is designed to be mobile-friendly, remaining operational until the transaction concludes. Moreover, its seamless integration fosters a more streamlined and effective sales experience, making it a valuable asset for any business that requires consistent quoting capabilities.

What is ConnectWise CPQ?

ConnectWise CPQ, which was previously known as ConnectWise Sell, streamlines the creation of professional quotes and proposals for IT solution providers, making the entire process more efficient. This powerful toolset allows IT providers to not only save significant time but also enhance the value they deliver to their clients. Among its standout features are customizable proposal and quote templates, a comprehensive product catalog, automated sourcing capabilities, insightful sales reports, and integrations with industry-leading software such as Cisco, Dell, and HP. Crafting intricate sales quotes can be a labor-intensive task that may consume hundreds of hours weekly for your sales team. By utilizing ConnectWise CPQâ„¢, the complex task of assembling detailed quotes and proposals is simplified through the use of tailored templates, automated sourcing, and smooth integration with professional services automation (PSA) systems, ultimately transforming how IT solution providers operate. This advancement not only boosts productivity but also allows sales teams to focus more on building relationships with clients.

Media

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Media

Integrations Supported

3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
DeskDirector
Formstack
GfK Etilize
KickFire
NetSuite
Salesforce
T-Max Phone Systems
Teamwork.com
TurboDocx
Wise-Pay

Integrations Supported

3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
DeskDirector
Formstack
GfK Etilize
KickFire
NetSuite
Salesforce
T-Max Phone Systems
Teamwork.com
TurboDocx
Wise-Pay

API Availability

Has API

API Availability

Has API

Pricing Information

$119/mo or $99/mo yearly
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Overlab Holding B.V.

Company Location

Netherlands

Company Website

donequote.com

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/cpq

Categories and Features

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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