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What is MethodosIT Quotation Management System?

The Quotation Management System is a versatile and user-friendly platform designed to help businesses efficiently create, submit, and track their quotes and invoices. Offered as an open-source web application, it can be conveniently downloaded as a Windows installer executable, making installation hassle-free for users. This comprehensive system allows for the centralized management of all quotation records through a single, intuitive interface while adhering to necessary tracking standards. Users have the ability to generate quotations in PDF format with custom-designed templates, which significantly enhances the overall presentation of documents. Furthermore, the application provides user-friendly web-based document management features, allowing for easy modifications of attached documents while preserving a complete history of changes. The functionality to lock and unlock documents as required adds an extra layer of document security. On-demand reporting features offer vital compliance and audit information, as well as detailed insights into the records management environment. With a variety of in-depth reports and visual charts, users are empowered to perform thorough revenue analysis, which makes this system an essential tool for effective financial management. Ultimately, the Quotation Management System proves to be an exceptional solution for organizations eager to improve their quoting and invoicing workflows while ensuring a high level of efficiency and accuracy. Additionally, its adaptability and ease of use make it a preferred choice for businesses of all sizes.

What is CIS Configurator?

For individuals seeking an economical and easy-to-use CPQ solution, CIS Configurator stands out as a top option. This tool is designed to streamline the quoting process, significantly improving the productivity of sales teams by allowing them to quickly configure, price, and quote complex products, which in turn facilitates faster deal closures. As a web-based platform, CIS Configurator boasts a rule-driven configurator, robust pricing management features, smooth integration with various ERP and CRM systems, a centralized repository for all quotes, and improved visibility into the sales pipeline. Its user-friendly interface, combined with its powerful functionalities, makes CIS Configurator a catalyst for transforming how companies handle their sales processes. Furthermore, businesses leveraging this tool can expect not only efficiency gains but also a more organized approach to managing customer interactions and sales strategies.

Media

Media

Integrations Supported

SAP Business One

Integrations Supported

SAP Business One

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$695.00/month
Free Trial Offered?
Free Version

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

KE MethodosIT

Date Founded

2004

Company Location

Cyprus

Company Website

www.methodosit.com.cy/products/sqm.html

Company Facts

Organization Name

Complete Information Solutions

Date Founded

2009

Company Location

United States

Company Website

www.cisconfigurator.com

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

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

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

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