eQuotes Overview

eQuotes is a dynamic Quoting Software designed to streamline and enhance the process of creating, managing, and delivering quotes for businesses across various industries. It offers a comprehensive platform for generating accurate and professional quotes quickly, ensuring that sales teams can respond to customer inquiries efficiently and effectively. eQuotes features an intuitive interface that allows users to easily create and customize quote templates, incorporate product or service details, pricing, and discounts, and generate quotes in multiple formats, including PDF and email, with just a few clicks. The software includes robust tools for managing pricing rules, discount structures, and approval workflows, ensuring consistency and accuracy in all quotations. Additionally, eQuotes supports integration with CRM systems, allowing sales teams to access customer information, track quote statuses, and manage follow-ups seamlessly, enhancing the overall sales process. Comprehensive reporting and analytics provide valuable insights into quote performance, conversion rates, and sales trends, helping businesses identify opportunities for improvement and optimize their quoting strategies. Automation features, such as automated reminders and notifications, ensure that quotes are delivered promptly and that follow-ups are timely, reducing the risk of lost opportunities. With its powerful functionality and user-friendly design, eQuotes is the ideal solution for businesses seeking to improve their quoting processes, increase sales efficiency, and drive revenue growth through effective and efficient quote management.

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Contact Details

  • Vendor Name Eligeo Business Solutions
  • Founded
  • Location Canada

Support

  • Email Email
  • Phone Phone

Training

  • NA

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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eQuotes 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

eQuotes Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • NA

eQuotes FAQs

eQuotes is a dynamic Quoting Software designed to streamline and enhance the process of creating, managing, and delivering quotes for businesses across various industries. It offers a comprehensive platform for generating accurate and professional quotes quickly, ensuring that sales teams can respond to customer inquiries efficiently and effectively. eQuotes features an intuitive interface that allows users to easily create and customize quote templates, incorporate product or service details, pricing, and discounts, and generate quotes in multiple formats, including PDF and email, with just a few clicks. The software includes robust tools for managing pricing rules, discount structures, and approval workflows, ensuring consistency and accuracy in all quotations. Additionally, eQuotes supports integration with CRM systems, allowing sales teams to access customer information, track quote statuses, and manage follow-ups seamlessly, enhancing the overall sales process. Comprehensive reporting and analytics provide valuable insights into quote performance, conversion rates, and sales trends, helping businesses identify opportunities for improvement and optimize their quoting strategies. Automation features, such as automated reminders and notifications, ensure that quotes are delivered promptly and that follow-ups are timely, reducing the risk of lost opportunities. With its powerful functionality and user-friendly design, eQuotes is the ideal solution for businesses seeking to improve their quoting processes, increase sales efficiency, and drive revenue growth through effective and efficient quote management.

  • Yes, eQuotes offers a free version.

  • Yes, eQuotes offers a free trial.

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

  • No, eQuotes does not offer an API.

  • eQuotes offers support with the following options:
    • Email , Phone

  • eQuotes supports the following languages:
    • English

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

  • eQuotes supports the following deployment:
    • Cloud Hosted

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