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What is Ecollat Quotation Tool?

The Ecollat Quotation Tool serves as a specialized online CPQ and proposal platform tailored for B2B sales teams. This innovative solution allows users to create, customize, edit, and share sales quotes using branded templates, along with features like proposal duplication, version control, and flexible approval workflows. In addition, the tool provides valuable insights into proposal engagement and conversion rates, while also integrating seamlessly with Ecollat's PIM and CRM systems to enrich proposals with relevant product and customer information. Businesses can utilize this solution to optimize their quoting workflows and develop customized product proposals for their clientele. Moreover, Ecollat extends its functionality with a mobile application that supports both Android and iOS, ensuring that sales teams can collaborate effectively from any location. This mobile capability significantly boosts productivity and empowers sales professionals to quickly address customer inquiries and requirements. Overall, Ecollat's tool not only enhances the proposal generation process but also strengthens client relationships through timely responses and tailored solutions.

What is DocSales?

With ZERO CLICKS, you can effortlessly generate proposals, quotes, and contracts by simply dragging the opportunity card from your CRM into Sales Documents—it's that simple! This functionality is compatible with well-known CRMs such as Close.com, Hubspot, and Pipedrive. DocSales enhances your document management by allowing you to: (1) Use Google Docs as a customizable template editor for complete personalization; (2) Automatically generate a new document using the Google Docs template alongside the CRM opportunity; (3) Secure the document and send it to your client for electronic signature through either DocSales eSign or Docusign; (4) Monitor when the document has been opened by the recipient; (5) Easily move the opportunity card to a different column or phase, or mark it as won; (6) Seamlessly connect with billing systems or payment processors to streamline your workflow. This comprehensive approach simplifies the entire sales process, making it more efficient and user-friendly.

Media

Media

Integrations Supported

Ecollat CRM
Ecollat PIM

Integrations Supported

Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe

API Availability

API Availability

Has API

Pricing Information

$8/user/month
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.

Pricing Information

$29 / month
Price per user and plan.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Techtonic Enterprises

Date Founded

2019

Company Location

India

Company Website

www.ecollat.com/solutions/quotation-tool/

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Categories and Features

Quoting

Not specified

Categories and Features

Digital Signature

Audit Trail
Authentication
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation

Batch Processing
Digital Signature
Templates

Proposal Management

Automatic Formatting
Contact Management
Content Repository
Document Management
Electronic Signature
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Sales Intelligence
Sales Workflow Management

Sales Enablement

Not specified

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