Edvisor Overview

Edvisor is a dynamic quoting software that enables businesses to create accurate and professional quotes quickly and efficiently. The platform is designed to simplify the quoting process, reduce errors, and improve pricing accuracy. Edvisor allows users to generate quotes for products and services with customizable templates, including predefined pricing structures, discounts, and terms. The software also integrates with inventory management systems, ensuring that product availability and pricing are always up to date. Edvisor’s analytics and reporting tools enable businesses to track the effectiveness of their quotes, identify trends, and optimize pricing strategies. The platform supports collaboration across sales teams, allowing multiple users to work on quotes simultaneously and track revisions. With its easy-to-use interface and powerful features, Edvisor helps businesses improve sales efficiency, enhance customer experiences, and close deals faster.

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Contact Details

  • Vendor Name Edvisor
  • Founded
  • Location Mexico

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary

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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Edvisor 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

Edvisor Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • MXN ($) MXN ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Edvisor FAQs

Edvisor is a dynamic quoting software that enables businesses to create accurate and professional quotes quickly and efficiently. The platform is designed to simplify the quoting process, reduce errors, and improve pricing accuracy. Edvisor allows users to generate quotes for products and services with customizable templates, including predefined pricing structures, discounts, and terms. The software also integrates with inventory management systems, ensuring that product availability and pricing are always up to date. Edvisor’s analytics and reporting tools enable businesses to track the effectiveness of their quotes, identify trends, and optimize pricing strategies. The platform supports collaboration across sales teams, allowing multiple users to work on quotes simultaneously and track revisions. With its easy-to-use interface and powerful features, Edvisor helps businesses improve sales efficiency, enhance customer experiences, and close deals faster.

  • No, Edvisor does not offer a free version.

  • Yes, Edvisor offers a free trial.

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

  • No, Edvisor does not offer an API.

  • Edvisor supports the following languages:
    • English

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