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Ratings and Reviews 0 Ratings
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What is QuoteBee.io?
When creating quotes, ensure that discounts and taxes are either applied to each line item or included in the overall total price. Additionally, systematically categorize and organize commonly used products and services with customized fields for easier retrieval. Enable customers to submit quotes online for their approval, making it easy to implement updates as necessary. Leverage a content library to keep reusable materials, which can significantly speed up the quoting process. Engage with customers during their online review of quotes to tackle any concerns they may have promptly. Manage distinct combinations of products and services in your catalog that are specifically tailored to meet your clients' needs. Develop effective solutions from the catalog that not only fulfill customer requirements but also streamline quote generation. Provide customers with documents via an online viewer, ensuring you receive real-time notifications when they view or comment on them. Create token placeholders for customer details in your templates to allow for swift updates before sending. Furthermore, enhance the entire quoting process to improve efficiency and boost customer satisfaction, ensuring a more streamlined experience for all parties involved. This comprehensive approach ultimately leads to better relationships and increased loyalty from your clients.
What is BoltWise?
BoltWise presents a cutting-edge solution that leverages artificial intelligence to optimize the quoting process and streamline workflows specifically for industrial distributors and fastener sellers, with the goal of alleviating the burdens of sales, sourcing, and catalog management. By accelerating the quoting cycle, it delivers faster responses through sophisticated part matching technology that can interpret disorganized RFQs, correct errors, and reconcile customer and supplier part numbers with ease, thereby minimizing the reliance on laborious manual searches. Additionally, BoltWise enhances catalog management by converting varied part descriptions into easily searchable attributes and detecting duplicates, which allows teams to focus on their core responsibilities rather than memorizing part numbers. The platform also automates repetitive tasks like processing customer purchase orders and generating new orders, enabling staff to concentrate on improving customer service and pursuing strategic goals. Moreover, it includes an extensive supplier library that facilitates swift identification of vendors for difficult-to-source components, in conjunction with quoting analytics that offer crucial insights into parts trends, successful client acquisitions, productivity statistics, and operational areas needing improvement. This comprehensive strategy not only boosts organizational efficiency but also empowers teams with the data-driven insights necessary for making well-informed decisions, ultimately leading to enhanced competitive advantage in the market. As a result, businesses can expect to see significant improvements in their overall operational effectiveness.
Integrations Supported
Epicor Prophet 21
INxSQL
The Business Edge
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
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
QuoteBee.io
Date Founded
2017
Company Location
India
Company Website
quotebee.io
Company Facts
Organization Name
BoltWise
Date Founded
2023
Company Location
United States
Company Website
getboltwise.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
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management