Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 22 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Buildxact Reviews & Ratings
    264 Ratings
    Company Website
  • TurboTenant Reviews & Ratings
    874 Ratings
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • DrayMaster Reviews & Ratings
    1 Rating
    Company Website
  • Odoo Reviews & Ratings
    1,729 Ratings
    Company Website
  • WEX Field Service Management Reviews & Ratings
    67 Ratings
    Company Website
  • Summ Reviews & Ratings
    878 Ratings
    Company Website
  • Pylon Reviews & Ratings
    33 Ratings
    Company Website
  • Moovs Reviews & Ratings
    36 Ratings
    Company Website
  • AuctionMethod Reviews & Ratings
    43 Ratings
    Company Website

What is TurboQuote?

TurboQuote is a comprehensive Configure, Price, Quote (CPQ) solution integrated within the TurboDocx platform, specifically crafted to assist sales teams in quickly producing accurate and polished quotes by seamlessly combining product configuration, pricing management, and document creation into a single workflow. This innovative solution allows users to manage product catalogs with various configurable options, bundles, and dependency rules, ensuring that only valid product combinations are presented during the quoting process. It also includes price books that cater to diverse pricing structures suited for different customer demographics, geographic areas, or sales channels, which automatically apply the correct pricing to each quote, thereby significantly reducing the likelihood of manual errors and calculations. After the configuration is finalized, quotes can be swiftly generated as branded PDF documents, guaranteeing a consistent and professional look across all sales materials. Furthermore, TurboQuote boosts operational efficiency by fully integrating with the document automation and e-signature tools available in TurboDocx, effectively streamlining the workflow from quote generation to proposal submission. This seamless integration not only accelerates the process but also enhances overall accuracy, contributing to a more effective sales strategy. Overall, TurboQuote stands as a vital tool for sales teams aiming to elevate their quoting processes and improve customer engagement.

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

Media

Integrations Supported

TurboDocx

Integrations Supported

TurboDocx
3CX
Asio by ConnectWise
AtcomCloud
Autotask PSA
Avalara
BrightGauge
CloudRadial
ConnectBooster
ConnectWise PSA
Datto RMM
FAT FINGER
Formstack
GfK Etilize
KickFire
Microsoft Dynamics 365
Salesforce
T-Max Phone Systems
Teamwork.com
Wise-Pay

API Availability

Has API

API Availability

Pricing Information

$10 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

TurboDocx

Date Founded

2022

Company Location

United States

Company Website

www.turbodocx.com/products/turboquote

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

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

Categories and Features

CPQ

Not specified

Quoting

Not specified

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Order-to-Cash

Not specified

Proposal Management

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

Quote-to-Cash

Not specified

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

Popular Alternatives

TurboSign Reviews & Ratings

TurboSign

TurboDocx

Popular Alternatives

Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix
servicePath CPQ Reviews & Ratings

servicePath CPQ

servicePath
camos CPQ Reviews & Ratings

camos CPQ

camos
Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix