QuoteRobot.com

QuoteRobot.com

QuoteRobot
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About

Cloud Quote is a cloud-based CPQ (Cost, Price, Quote) sales solution designed to streamline, personalize, and accelerate the quoting and sales process by enabling sales teams to quickly generate accurate, consistent, professional quotes and proposals with automated calculations, configurable templates, and real-time pricing updates, reducing manual effort and errors so reps can focus on selling and managers can oversee pipeline performance. It centralizes product, pricing, and rate data, pushes updates instantly to users, supports lead tracking and allocation with insights into lead sources and ROI, and offers dashboards for reporting on quotes, likelihood of closure, products quoted, and geographic performance while enabling features such as quote approvals, team assignments, and easy reassignment of quotes among reps.

About

QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams and businesses that want a solution to automate and standardize quoting so reps spend less time generating quotes and more time selling

Audience

Companies and brands in need of a solution to win more clients and improve their business

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$19 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CloudQuote
Founded: 2013
South Africa
cloudquoteglobal.com

Company Information

QuoteRobot
Founded: 2013
quoterobot.com

Alternatives

QuoteWerks

QuoteWerks

Aspire Technologies, Inc

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Quote Roller

Quote Roller

PandaDoc
AutoQuote

AutoQuote

Dean Infotech
Quoter

Quoter

Quoter Software
QuoteWerks

QuoteWerks

Aspire Technologies, Inc

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Integrations

Datto Workplace
FreshBooks
Harvest
Stripe

Integrations

Datto Workplace
FreshBooks
Harvest
Stripe
Claim CloudQuote and update features and information
Claim CloudQuote and update features and information
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