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What is TradeQuote?

TradeQuote is a comprehensive online platform designed for contractors and tradespeople, allowing them to easily create and manage PDF quotes and invoices. Users can handle deposits, customize templates specific to their trade, store client details, add logos to their documents, and track their document history. The system also supports document sharing through email and offers integration with Google Calendar, or the option to export jobs as .ics files. For those working in Québec, the platform provides specialized GST and QST calculations, along with the ability to include an RBQ licence number on invoices and quotes, while also being adaptable to tax requirements in other areas. A free plan is available that enables users to generate up to five documents each month with a watermark, while the Pro version adds features like accounting exports to QuickBooks and Excel. Importantly, TradeQuote is fully accessible through a web browser, requiring no account setup, and is offered in both English and French. This adaptability and ease of use make TradeQuote an essential resource for professionals aiming to enhance their administrative efficiency while focusing on their core work activities.

What is MergeWare CRM?

Manage client information efficiently through a user-friendly interface that helps maintain a log of all interactions, including phone calls, emails, and actions undertaken. You can track both incoming and outgoing payments effortlessly while creating invoices without any hassle. Detailed reports, such as Aging in/out, Invoices, and Client History, are easily accessible, along with any customized reports you might need, ensuring that all client information is meticulously organized. Additionally, there is an Insurance Module that allows for the tracking of QuickQuotes linked to existing or customized QuickQuote systems, ensuring you have immediate access to vital data. This system is also built to integrate seamlessly with existing TIFA applications or any other software you may use, enhancing overall functionality. Ultimately, this solution not only optimizes your client management process but also significantly boosts both efficiency and precision. With these features, staying organized while managing client relationships becomes a more straightforward task.

Media

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

CA$19/month
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Faitle

Company Website

tradequote.faitle.net/en

Company Facts

Organization Name

J&J Technology Consulting

Date Founded

2007

Company Location

United States

Company Website

www.jjtechnologyconsulting.com

Categories and Features

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

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