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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 Osmos Cloud CRM?

Osmos is a cutting-edge sales quoting software that automates your entire quoting process. This tool allows you to create, send, and track quotes and estimates effortlessly throughout your day! By simplifying the quote generation process, Osmos saves you significant time while also reducing your workload. It consolidates all sales quotes in one place, making it easy for you and your sales team to access them within minutes. Whether you are working from home, enjoying a coffee in a café, on the go, or at your desk, Osmos ensures a seamless flow of quotes. You can generate, dispatch, and evaluate quotes from any device, no matter where you are located. Furthermore, Osmos delivers real-time sales insights and forecasts via customizable dashboards. You can oversee quotes, monitor your sales team, manage leads, track sales activities, and create reports that facilitate strategic decision-making for the future. Enjoy complete freedom and flexibility in designing your quotes, all achieved quickly through our user-friendly drag-and-drop interface, making the quoting process not only effective but also tailored to your unique business requirements. This innovative approach empowers users to take full control of their quoting tasks, enhancing productivity and ensuring that every quote meets their specific criteria.

Media

Media

Integrations Supported

TurboDocx

Integrations Supported

TurboDocx

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per month
Free Trial Offered?
Free Version

Pricing Information

$15 per 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

TurboDocx

Date Founded

2022

Company Location

United States

Company Website

www.turbodocx.com/products/turboquote

Company Facts

Organization Name

Osmos Cloud

Date Founded

2014

Company Location

Canada

Company Website

osmoscloud.com

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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