OptiOffer Overview

OptiOffer is a dynamic quoting software designed to streamline the process of generating accurate and customized quotes for sales teams and businesses. Whether for B2B, SaaS, or enterprise-level transactions, OptiOffer simplifies the creation, management, and delivery of quotes to clients. The platform enables users to generate quotes based on predefined pricing models, discounts, and configurations, ensuring consistency and accuracy across proposals. OptiOffer also allows businesses to automate the quoting process, reducing the time spent on manual quote creation and improving operational efficiency. Its integration with CRM systems ensures that sales teams can access customer data, history, and preferences while generating quotes, providing a more personalized approach. With customizable templates and real-time collaboration tools, sales teams can quickly adjust quotes based on customer needs and market conditions. OptiOffer helps improve sales processes, reduces errors, and accelerates deal closure rates.

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Contact Details

  • Vendor Name OptiOffer
  • Founded 2019
  • Location Estonia

Support

  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • 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, Transportation/Trucking/Railroad

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OptiOffer 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

OptiOffer Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

OptiOffer FAQs

OptiOffer is a dynamic quoting software designed to streamline the process of generating accurate and customized quotes for sales teams and businesses. Whether for B2B, SaaS, or enterprise-level transactions, OptiOffer simplifies the creation, management, and delivery of quotes to clients. The platform enables users to generate quotes based on predefined pricing models, discounts, and configurations, ensuring consistency and accuracy across proposals. OptiOffer also allows businesses to automate the quoting process, reducing the time spent on manual quote creation and improving operational efficiency. Its integration with CRM systems ensures that sales teams can access customer data, history, and preferences while generating quotes, providing a more personalized approach. With customizable templates and real-time collaboration tools, sales teams can quickly adjust quotes based on customer needs and market conditions. OptiOffer helps improve sales processes, reduces errors, and accelerates deal closure rates.

  • Yes, OptiOffer offers a free version.

  • Yes, OptiOffer offers a free trial.

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

  • OptiOffer supports the following payment frequencies:

    • Monthly Subscription

  • No, OptiOffer does not offer an API.

  • OptiOffer offers support with the following options:
    • Email , Phone , Chat

  • OptiOffer offers training with the following options:
    • Live Online , Documentation , Videos

  • OptiOffer supports the following languages:
    • English

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

  • OptiOffer supports the following deployment:
    • Cloud Hosted

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