Top Quote Manager Alternatives

EASA provides an innovative approach to transform Excel spreadsheets into secure, tailored web applications that can be accessed through a web portal by both internal and external personnel, including partners, resellers, suppliers, and customers, as well as those utilizing subscription-based applications (SaaS). In contrast to alternative solutions, EASA allows for the deployment of complex spreadsheets that include VBA, macros, and add-ins without the need for converting logic and formulas, which can be retained and reused effectively. Furthermore, EASA enhances spreadsheet capabilities by offering advanced features such as genuine database functionality, seamless integration, and efficient workflow management. Typical applications of EASA include implementing spreadsheets for CPQ (configure price quote), insurance rating, financial analytics, engineering calculations, and numerous other uses. Before embarking on extensive and uncertain development projects or migrating all your Excel functionalities into a commercial offering, it is advisable to consider EASA. Organizations such as AIG, Voya, HP, and Caterpillar are among its clients, making it a solution worth investigating for those seeking to optimize their spreadsheet applications. By exploring EASA, businesses can leverage their existing Excel expertise while gaining access to enhanced capabilities.

Configure One Cloud, a product of Revalize, enhances sales cycles, simplifies business operations, and boosts efficiency through its premier CPQ solution. Leveraging over two decades of experience in the manufacturing sector, it facilitates the development of custom product configurations, instantaneous pricing calculations, seamless production data integration, and secure order placements, all integrated within a single platform. Elevate your manufacturing and sales processes with Configure One Cloud's sophisticated CPQ system, designed specifically for intricate product configurations and adaptable to global markets. As a proud member of Revalize, a frontrunner in CPQ, PLM, and design solutions, it offers a more streamlined journey from concept to revenue. Supporting over 15,000 clients worldwide, Revalize empowers businesses to effectively design, model, develop, and market an astounding $100 billion in products each year. Join a growing community of manufacturing pioneers who are adopting Configure One Cloud as a fundamental element of their digital transformation initiatives. With Revalize, no matter where your business journey begins, the potential for improved outcomes is always within reach. Discover the transformative power of Configure One Cloud today and revolutionize the way you operate.

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 CPQ™, 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.

PandaDoc is a versatile document management solution designed for the creation and oversight of various business documents. This software is not only robust and secure but also offers seamless integration with other tools. Users can swiftly create, monitor, and sign documents, making their workflow more efficient. With PandaDoc, organizations can effectively manage a wide range of documents, including proposals, quotes, contracts, and HR materials, ensuring that all necessary paperwork is handled with ease. Additionally, its user-friendly interface enhances the overall document management experience for businesses.

Manage your entire business operations seamlessly from a single platform. Oversee the full project lifecycle, from generating quotes to processing invoices, ensuring that sales, delivery, and financial data are integrated for a comprehensive view of your performance and progress in real time. Optimize your resource planning and forecasting effectively. Anticipate when to take on additional work and identify potential resource shortages before they arise, enabling you to make informed decisions about outsourcing or expanding your team. This approach ensures workloads are balanced, preventing burnout for some team members while others remain underutilized. Ensure that your business remains profitable. While completing projects is essential, understanding your profitability is crucial. Gain insights into which clients, projects, services, or teams contribute positively to your margins and which are detracting from them. This knowledge empowers you to make timely decisions about improving efficiency, adjusting pricing, or reducing expenses. Facilitate collaboration in the context of your work environment. With easy access to all files and discussions related to customers, projects, or tasks, you can eliminate the inefficiencies of constant status checks and document retrieval. All necessary information is available with just a single click, enhancing productivity and communication across your organization. By streamlining these processes, your team can focus more on delivering value and less on administrative tasks.

To minimize mistakes while setting up intricate products, consider developing dynamic product bundles. For streamlining condition-based pricing, establish pricing rules alongside discount schedules. Additionally, you have the option to impose special terms for your customers and facilitate their approvals. Utilize customizable templates to generate PDF quotes efficiently. Finalize agreements, engage in negotiations, and automate the process of recurring quotes. Every pricing and configuration rule remains transparent, enabling you to understand precisely how prices are derived. You will also benefit from the automatic configuration of bundles and quotes. Furthermore, you can manage the conditional addition or removal of products at the quote level, extending this capability beyond just bundles for greater flexibility. This comprehensive approach not only enhances accuracy but also improves customer satisfaction.

eRep CPQ (Configure Price Quote) software enables manufacturers and distributors to streamline intricate quote-to-order workflows through a contemporary cloud-based platform. With eRep, sales teams can generate precise quotes swiftly and enhance their selling strategies, ultimately driving growth by expediting the onboarding process for sales representatives, improving customer interactions, and providing better business insights. Functioning as a standalone connector between your ERP and CRM systems, eRep is versatile and doesn’t require a specific ERP or CRM to utilize its CPQ features effectively. This tool supports the management of your sales pipeline through guided selling techniques and facilitates multi-channel sales, making it beneficial for independent representatives who assist in onboarding new team members more efficiently. Beyond conventional CPQ functionalities, eRep also offers selection software and the capability to generate product-specific documents, including technical drawings, which makes it particularly advantageous for manufacturers looking to optimize their sales processes. In addition, eRep's advanced features empower businesses to adapt to changing market demands with agility and precision.

When embarking on the journey of automating proposals and utilizing quoting software, you might find yourself spending countless hours learning the ropes or needing to hire an IT consultant with advanced qualifications in APIs. However, iQuoteXpress (IQX) simplifies this process by efficiently providing a tailored, integrated sales proposal and quoting solution. This user-friendly system allows for easy configuration, pricing, and quoting. It is vital that your sales proposals mirror your brand values, and IQX's customizable templates guarantee that every quote maintains a consistent appearance. Additionally, we will design a personalized dashboard for your quoting system and populate it with your products, services, pricing structures, as well as customer and account details. Effective analytics play a crucial role in enhancing sales capabilities; thus, we will implement comprehensive back-end tracking tools that give you full visibility and help ensure that no proposal or potential business opportunity slips through the cracks. With this solution, you can focus more on closing deals rather than getting bogged down by administrative tasks.

The Experlogix CPQ solution empowers sales teams to generate precise quotes for configurable products and services. By utilizing a logic-driven rules engine, Experlogix CPQ allows product and engineering teams to manage options, combinations of features, pricing, and discounts effectively. Additionally, it streamlines processes like discount approvals, which facilitates faster sales for representatives and ensures that quotes are consistently accurate. This efficiency not only boosts sales productivity but also enhances customer satisfaction by providing reliable pricing information.

SAP CPQ, which was formerly known as CallidusCloud CPQ, significantly improves the customer experience by providing sales teams and their partners with tools to handle complex product configurations, optimize pricing strategies, and develop attractive proposals. This robust platform ensures that customers receive the most appropriate products at competitive prices and times, ultimately speeding up sales across diverse channels through its compatibility with any CRM or ERP system. By empowering sales representatives to facilitate transactions effortlessly across various platforms, the solution minimizes the risk of ordering errors, enables real-time proposal generation, and customizes pricing based on individual customer needs and channels. Such integration promotes intelligent and efficient sales workflows that accelerate quote production, simplify approval processes, shorten sales cycles, and allow personnel to focus on boosting sales. Moreover, it enhances business intelligence to seize sales opportunities, improve cross-selling and upselling initiatives, and refine pricing strategies while maintaining profit margins. In conclusion, the adoption of SAP CPQ can transform a sales environment into a more productive space, ultimately fostering growth and improving customer satisfaction. This transformation not only benefits the sales team but also strengthens the overall brand loyalty among customers.

Bit2win CPQ offers a powerful platform that empowers sales teams, partners, and customers to efficiently configure complex products and services, produce accurate quotes, and create smart deals using up-to-date product and pricing information. Tailored for organizations undergoing digital transformation and seeking to automate their sales and quoting processes, Bit2win supports the sales of both tangible goods and subscription services, accommodating various pricing models such as recurring, usage-based, and bundled offerings, making it one of the top choices for pricing solutions currently available. This all-encompassing sales cloud suite covers every facet of the multichannel sales process, ranging from price setup to market-entry strategies. Additionally, the Bit2win suite distinguishes itself as a cutting-edge omni-channel solution, optimizing business workflows, pinpointing and managing sales opportunities, and ensuring accurate product configuration at the correct price in real-time. By streamlining and speeding up the sales process, it boosts operational productivity and reduces errors, resulting in quicker time-to-market and a competitive advantage while enhancing customer engagement and loyalty. Ultimately, Bit2win CPQ transcends being merely a tool; it acts as a strategic ally in revolutionizing your sales methods and propelling growth, positioning your business for future success. Furthermore, its adaptability and user-friendly interface encourage teams to embrace the platform, ensuring that all stakeholders benefit from its capabilities.

Presenting a cutting-edge software solution tailored for managing proposals, contracts, and quotes that simplifies your sales operations. Our state-of-the-art online quoting platform acts as the essential resource for automating documentation, boosting your CRM functionalities, and providing all the tools you need to transform potential leads into devoted clients. There’s no longer a need to switch between various programs like word processors, CPQ systems, eSignature platforms, and follow-up email services. With Quote Roller, you can easily create sales documents, leverage dynamic quoting options, secure electronic signatures, and enhance your sales processes all at once. Witness a significant 35% boost in your team's efficiency. By eliminating the repetitive elements tied to sales quotes and replacing outdated PDF proposals, Quote Roller empowers your sales representatives to close deals more promptly. You stand to save precious time—at least an hour for each document and several hours on every transaction. The automated manager review feature streamlines approvals, and the locked content ensures adherence to marketing, accounting, and legal requirements. Now, you can depend on consistently professional sales quotes and business proposals, guaranteeing a flawless experience for both your team and your clients. Additionally, this solution fosters collaboration among team members, allowing for quicker adjustments and updates as needed.

CanvasLogic offers a cloud-based product configurator software that enables customers to visualize their customized products, leading to quicker deal closures. This innovative tool empowers users to design intricate products in real-time, showcasing them through stunning photorealistic 3D visuals. The addition of Augmented Reality (AR) significantly enhances the user experience, helping customers envision limitless options for their projects. With the capability to automatically compute pricing and streamline configurations, the software eliminates errors and fosters an efficient sales process. By integrating the CanvasLogic configurator with various sales enablement tools such as CRM, eCommerce, PLM, and PIM, businesses can create a cohesive sales experience. For over 15 years, CanvasLogic has been dedicated to delivering configurable visualization solutions that digitize sales processes, enhance customer interactions, and accelerate business growth. Established in 2001, the company has garnered numerous awards for design and innovation in its modular 3D configuration software, affirming its reputation in the industry. Ultimately, CanvasLogic's mission centers on simplifying the development of 3D configuration software, ensuring that companies can meet their unique needs efficiently and effectively.

DealHub's highly acclaimed platform for Configure-Price-Quote (CPQ), Contract Lifecycle Management (CLM), and remote selling empowers sales teams to engage in meaningful conversations with potential buyers throughout their purchasing journey. Users of DealHub gain access to immediate insights into buyer behaviors and sales analytics, which accelerates their revenue generation and provides a competitive edge in the market. The features available on the DealHub platform include Guided Selling Playbooks, Subscription Management, Digital DealRooms, Dynamic Content Generation, real-time analytics on buyer intentions, and E-signature capabilities. Additionally, DealHub seamlessly integrates with major CRM systems such as Microsoft Dynamics, Salesforce, and Freshsales, enhancing its utility and effectiveness. This integration not only streamlines processes but also ensures that sales teams can operate more efficiently, enhancing their overall performance and client interactions.

Axonom's Powertrak CPQ Software Suite is an innovative cloud-based platform that is optimized for mobile use, designed to simplify and improve the processes of sales quoting, pricing, and product configuration. By facilitating quicker access to product and pricing information, Powertrak enables sales teams and channel partners to accelerate lead conversion. Additionally, Powertrak offers seamless integration with widely used business applications including Microsoft Dynamics 365, Salesforce, Oracle, NetSuite, and Macola Software, enhancing its utility across various business environments. This level of integration ensures that users can effectively leverage their existing tools while benefiting from Powertrak's capabilities.

CPQ software, which stands for Configure, Price, Quote, plays an essential role in bridging the gap between customers and the manufacturing process. Its key features encompass product configuration, price determination, and quote generation. Designed with a strong emphasis on addressing customer needs, this software ensures that it suggests the most relevant products for different situations. A collection of predefined rules ensures that configurations remain accurate, allowing for a seamless progression to subsequent stages. By employing a modular variant system, it enables the innovative combination of standardized function modules to create custom product variations that align with client requirements. The product configurator within a CPQ system efficiently converts customer specifications into suitable products and features. Moreover, rule-driven workflows reduce the necessity for extensive internal discussions and approvals. Consequently, this leads to a remarkable 28% acceleration in the sales cycle, thereby improving sales efficiency while refining pricing strategies, which opens more avenues for cross-selling and upselling, ultimately increasing both sales and profit margins. Harnessing this technology not only simplifies the sales process but also cultivates stronger client relationships through tailored offerings, enhancing overall customer satisfaction and loyalty.

At last, there is a digital sales platform specifically designed for manufacturers that integrates CRM, CPQ, and Commerce seamlessly! Speed up your sales process, secure more contracts, and outpace your rivals quicker than you ever imagined. Our comprehensive sales software perfectly synchronizes your clients’ needs with your manufacturing strengths in ERP, consolidating all your sales operations into a single platform that includes CRM, CPQ, and Commerce functionalities. With this innovative solution, manufacturers can enhance their efficiency and responsiveness, ultimately driving greater success in the marketplace.

Founded in 2003, Intelometry, Inc. is a consulting and technology services firm that focuses on the operations of the retail electricity and natural gas markets. The company serves a diverse clientele, including major energy consumers, substantial energy suppliers, user groups, and consulting firms across the continental United States. Intelometry boasts three primary offerings: a software suite for retail energy transactions tailored for energy brokers and suppliers, expert consulting services in retail energy market operations and regulatory challenges, and market operations analysis involving the generation and dissemination of energy data for retail. The leadership team at Intelometry comprises seasoned professionals who have held key positions in significant energy corporations and consulting entities. This extensive real-world expertise equips them with valuable insights and credibility, enhancing their effectiveness in serving clients across the industry. Additionally, the firm's commitment to innovation and excellence sets it apart in a competitive market landscape.

Qmaze is an adaptable and intuitive solution designed for the efficient creation of quotes and product configurations, facilitating the swift generation of accurate quotes and orders tailored to your business requirements. Its seamless integration with ERP, CRM, and development platforms significantly boosts your e-commerce functionality. The potential applications are extensive, allowing for use within your organization, online, or through a dealer portal, thus guaranteeing that all quotations and orders are both exact and thorough. Clients can easily generate quotes and submit orders through a user-friendly web interface, while you can manage a diverse product portfolio that includes a variety of options and configurations. Additionally, Qmaze can be easily connected to your existing CRM and/or ERP systems, ensuring smooth operations. Both dealers and customers have access to a specialized portal that enables them to monitor all quotations and orders in real time, available in any language and accessible from anywhere in the world. Whether hosted in the cloud or on your own servers, Qmaze offers the flexibility and dependability necessary for your business's demands. With Qmaze, not only can you improve customer satisfaction by providing quick access to vital information, but you can also streamline the entire transaction process for enhanced efficiency and effectiveness. This comprehensive approach ultimately leads to better business relationships and increased sales opportunities.

Incorporate QuoteWerks, a powerful software solution for sales quoting and proposals, into your CPQ and Quote-To-Cash sales workflow. To streamline the creation of sales quotes and proposals, QuoteWerks stands out as a top-tier Configure-Price-Quote (CPQ) tool that enables organizations to enhance their sales processes, leading to quicker and more efficient transactions. This versatile platform provides smooth integrations with PSA/CRM systems, connects with QuickBooks and Sage 50, facilitates credit card payment processing, and includes features for approval and peer review, along with quote labor management, Word-based proposal generation, and an insightful dashboard for performance tracking. Additionally, QuoteWerks is designed to adapt to the unique needs of your business, ensuring a tailored approach to sales efficiency.

Quoter serves as a comprehensive online quoting platform designed to enable sales teams to swiftly and efficiently generate quotes. By optimizing the sales proposal and quotation processes, Quoter not only conserves valuable time but also enhances overall control, ultimately empowering sales teams to secure additional deals while lightening their workload. With features such as reusable templates for proposals and quotes, tracking for both quotes and emails, seamless online approval and payment systems, as well as integrations with CRM and accounting software, Quoter significantly simplifies the quotation process. This innovative platform facilitates the rapid creation of quotes, clears obstacles, and accelerates payment collection, making it ideal for technology service providers. Its user-friendly interface, combined with automated workflows and flexible pricing plans that support unlimited users, allows teams to produce an unprecedented volume of quotations. Within a matter of clicks, you can generate professional and precise quotes while being able to monitor when your proposals are accessed. Additionally, Quoter supports smooth integration with PSA, CRM, and distributor systems, maximizing efficiency and encouraging more individuals to engage in the quoting process. As a result, Quoter not only enhances productivity but also fosters growth in sales opportunities.

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.

Speed up your quoting process, optimize pricing strategies, and close more deals with Salesforce CPQ. Tailored for the top CRM platform, Salesforce CPQ provides organizations with vital resources to simplify their sales processes from quoting through to cash flow management. This all-encompassing tool is offered in three unique editions, one of which features full Quote-to-Cash functionality that also supports billing and collections. By utilizing Salesforce CPQ, businesses can significantly boost their sales productivity and enhance revenue management practices. Ultimately, this innovative solution empowers companies to navigate the complexities of sales with greater ease and efficiency.

Transform your clients' shopping experience by providing an interactive and visually appealing selection process that captures their attention and keeps them engaged. This strategy not only gives your sales channels a significant competitive advantage but also facilitates a more rapid conversion journey. Implementing such a method will allow for more effective product sales, minimizing costly errors and redundancies, which can significantly shorten the sales cycle. By streamlining your fulfillment process across the organization, you can generate heightened interest, leading to an increase in potential leads and a higher volume of quotes through an intuitive quoting system. Meeting customer demands with quicker quote-to-delivery times will enhance your win rates while decreasing dependence on internal resources. Additionally, you can automatically create accurate proposals along with necessary fulfillment documents, which will accelerate the launch of new products by quickly adapting to market trends. Ultimately, this all-encompassing strategy will not only improve customer satisfaction but also foster sustained business growth and innovation, allowing you to stay ahead in a competitive landscape.

The most pressing challenge we face today is effectively managing our time, a situation where Hive CPQ can provide significant assistance. Our Configure Price Quote (CPQ) solution empowers customers to effortlessly create intricate products, receive tailored quotes almost instantaneously, and conveniently order products and spare parts directly from the production line. With our product configurator, both sales and back-office teams gain a comprehensive view of the entire workflow, enabling them to allocate more time to crucial activities such as nurturing customer relationships. By streamlining the quoting process, businesses can redirect their focus toward increasing sales and enhancing overall productivity. Ultimately, this leads to greater efficiency and improved customer satisfaction.

Quoter is a cutting-edge, cloud-based solution tailored for managed service providers (MSPs) that enhances the quote-to-cash workflow by automating over 30% of sales-related activities. It effortlessly connects with various systems including PSA, CRM, distributors, payment gateways, and accounting applications to pre-fill information regarding clients, products, and pricing. The platform supports an infinite variety of customizable line items and bundles, provides volume discounts, accommodates multi-currency pricing, and ensures precise tax and shipping calculations through integrations with tools like Avalara. Additionally, Quoter enables e-signatures and payment processing via platforms such as Stripe, PayPal, and ConnectBooster. Users can also take advantage of tailored branded templates and product configurators that feature both optional and single-select items, along with distributor pricing that reflects real-time inventory levels. To further boost efficiency, the platform includes email tracking, automated follow-up reminders, workflows for managerial approvals, and meticulous tracking of costs and margins, complemented by extensive reporting features on quotes, margins, user activity, and product performance. In addition, companies can leverage its powerful analytics to make strategic decisions, refine their sales strategies, and ultimately drive growth in a competitive market.

Revalize offers tailored software solutions aimed at enhancing growth for manufacturers, their distribution partners, and end customers. For many years, those in the manufacturing and distribution sectors dealing with products such as pumps, motors, compressors, blowers, valves, and actuators have relied on the FPX Intelliquip Selling Cloud along with our specialized Selector and Configure-Price-Quote (SCPQ) tools to efficiently and profitably choose, configure, price, and sell their intricate engineered goods throughout various sales and distribution networks. By implementing an automated, permission-based approval system, the collaborative selling approach enables rapid generation of comprehensive and precise quotation packages. Our Industry Vertical Solutions are backed by over thirty years of expertise and are designed to support leading brands in the market, ensuring that they remain competitive and responsive to customer needs. This commitment to industry knowledge and innovation positions Revalize as a trusted partner for businesses striving to refine their sales processes and improve customer satisfaction.

CRM that continues beyond the closing stage. TeamGram is an integrated CRM solution that enables collaboration among team members to enhance both sales outcomes and customer experience. It facilitates the generation of quotes, order tracking, and task assignments for mobile teams. With TeamGram's dashboard, you gain immediate access to crucial business metrics, eliminating the hassle of navigating through spreadsheets. This feature allows for swift identification of priorities and expedites decision-making. The pipeline view consolidates all your deals in a single interface, ensuring you can concentrate on your upcoming actions. You can effortlessly move your deals between different pipeline stages using a simple drag-and-drop mechanism, empowering you to manage your sales process effectively while staying informed. Additionally, TeamGram fosters a collaborative environment, enhancing communication and alignment within your team.

Model N provides an all-encompassing platform designed to help organizations boost their revenue while updating their workflows in Sales, Marketing, Channels, Finance, and Legal. By leveraging Model N’s revenue management capabilities, companies can shift from fragmented, tactical practices to unified, comprehensive revenue processes driven by automation and insightful analytics. The Revenue Cloud seamlessly integrates front-office and back-office operations, establishing a unified system of record for all revenue-related tasks. This innovative platform allows clients to easily configure and quote complex products, quickly execute intricate contracts, and access precise, real-time data on channels, thereby enhancing transparency and understanding within their networks. Moreover, it simplifies the administration of incentive programs, which effectively helps in avoiding overpayments. Additionally, Model N’s Rebate Management feature boosts channel engagement, ultimately leading to better revenue optimization. By adopting this integrated approach, organizations can significantly improve their efficiency and effectiveness in generating revenue, paving the way for sustainable growth and success. Overall, Model N stands out as a transformative solution in the realm of revenue management.

We help businesses like yours in the B2B sector refine their pricing approaches and boost sales to achieve sustainable and profitable outcomes while unlocking your vast commercial potential. Our methodology leverages a blend of our talented professionals, streamlined processes, and cutting-edge technology. Explore our exceptional solutions crafted to maximize the commercial viability of your products, endorsed by top firms worldwide. Vendavo Pricepoint is a standout cloud-based dynamic price management tool that aggregates all necessary pricing data into a single, protected platform. This software empowers pricing teams to develop and manage their pricing strategies through tailored rules and calculations. Its versatile pricing system can effortlessly adapt across different products, regions, countries, channels, and customer segments, ensuring that pricing is both precise and relevant in every context. Furthermore, by utilizing our innovative offerings, businesses can secure a competitive advantage in their respective industries, paving the way for future growth and success. This commitment to excellence enables companies to thrive even in challenging market landscapes.