CompanyQuote Overview

CompanyQuote is a robust quoting software solution that helps businesses streamline the process of creating accurate and professional quotes for clients. The platform allows users to create custom quotes in minutes by pulling data from inventory systems, price lists, or service catalogs, ensuring consistency and accuracy. CompanyQuote also offers features for managing multiple quote templates, making it easy to generate personalized quotes for different industries, projects, or clients. The software includes automated calculations, ensuring that the quotes reflect real-time pricing, discounts, taxes, and shipping costs. Additionally, users can track the status of each quote, whether it's been sent, approved, or converted into an order. CompanyQuote simplifies collaboration by allowing team members to review and edit quotes in real time, ensuring that everyone is on the same page. With its integration capabilities, it can sync with CRM, ERP, and accounting systems to ensure smooth workflow and reporting. This software is perfect for sales teams looking to increase productivity and close deals faster.

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Contact Details

  • Vendor Name CompanyQuote
  • Founded
  • Location Canada

Support

  • Email Email
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Construction, Electrical & Electronic Manufacturing, Renewables & Environment, Retail

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CompanyQuote Features

  • Arrow Icon Client Portal
  • Arrow Icon Pricing Management
  • Arrow Icon CRM
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Discount Management
  • Arrow Icon Document Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reminders
  • Arrow Icon Customizable Branding
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Drag & Drop
  • Arrow Icon Automated Quoting
  • Arrow Icon Estimating

CompanyQuote Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

CompanyQuote FAQs

CompanyQuote is a robust quoting software solution that helps businesses streamline the process of creating accurate and professional quotes for clients. The platform allows users to create custom quotes in minutes by pulling data from inventory systems, price lists, or service catalogs, ensuring consistency and accuracy. CompanyQuote also offers features for managing multiple quote templates, making it easy to generate personalized quotes for different industries, projects, or clients. The software includes automated calculations, ensuring that the quotes reflect real-time pricing, discounts, taxes, and shipping costs. Additionally, users can track the status of each quote, whether it's been sent, approved, or converted into an order. CompanyQuote simplifies collaboration by allowing team members to review and edit quotes in real time, ensuring that everyone is on the same page. With its integration capabilities, it can sync with CRM, ERP, and accounting systems to ensure smooth workflow and reporting. This software is perfect for sales teams looking to increase productivity and close deals faster.

  • No, CompanyQuote does not offer a free version.

  • Yes, CompanyQuote offers a free trial.

  • No, Credit Card details are not required for the CompanyQuote trial.

  • No, CompanyQuote does not offer an API.

  • CompanyQuote offers support with the following options:
    • Email , Knowledge Base , FAQs/Forum

  • CompanyQuote offers training with the following options:
    • In-person , Live Online , Documentation , Videos

  • CompanyQuote supports the following languages:
    • English

  • Following are the typical users of the CompanyQuote:
    • Self-Employed , Small-Business , Midsize-Business

  • CompanyQuote supports the following deployment:
    • Cloud Hosted

  • CompanyQuote supports the following devices and operating systems:
    • Web-Based