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PerfectQuote Overview

PerfectQuote is a proposal management software designed to help businesses create, manage, and track professional proposals effortlessly. With its intuitive interface, PerfectQuote allows users to generate customized proposals with ease, including product details, pricing, and terms. The software integrates with existing customer relationship management (CRM) systems, ensuring that all client information is up to date and easily accessible. PerfectQuote also offers features for collaboration, enabling teams to work together on proposals in real time. Additionally, the software tracks proposal progress, notifying users when action is required and providing insights into conversion rates and proposal effectiveness. Ideal for sales teams, marketers, and project managers, PerfectQuote streamlines the proposal process, helping businesses win more contracts and close deals faster.

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Contact Details

  • Vendor Name PerfectQuote
  • Founded
  • Location United States

Support

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

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • 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

Computer Software, Information Services, Information Technology & Services

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PerfectQuote Features

  • Arrow Icon Price and Cost Calculations
  • Arrow Icon Order Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Multi-Currency
  • Arrow Icon Approval Workflow
  • Arrow Icon Proposal Generation
  • Arrow Icon Contact Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Renewal Management
  • Arrow Icon Discount Management
  • Arrow Icon Product Configurator
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Price/Margin Management
  • Arrow Icon Bills of Material
  • Arrow Icon Guided Selling
  • Arrow Icon Activity Dashboard
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon CRM
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Pricing and Cost Calculations
  • Arrow Icon For Internal Use
  • Arrow Icon 3D Imaging
  • Arrow Icon Configuration Management
  • Arrow Icon For Customer Use
  • Arrow Icon Product Catalog
  • Arrow Icon Product Data Management
  • Arrow Icon Real-time Product Visualizations
  • Arrow Icon ERP
  • Arrow Icon eCommerce Management
  • Arrow Icon 2D Drawing
  • Arrow Icon 3D Digital Asset Management
  • Arrow Icon Rule-based Configuration
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Design Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Management
  • Arrow Icon Content Library
  • Arrow Icon RFP Management
  • Arrow Icon Contact Management
  • Arrow Icon Proposal Generation
  • Arrow Icon Templates
  • Arrow Icon Version Control
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Automatic Formatting
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Electronic Signature
  • Arrow Icon Reminders
  • Arrow Icon Approval Process Control
  • 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

PerfectQuote Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$129 Per User

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PerfectQuote FAQs

PerfectQuote is a proposal management software designed to help businesses create, manage, and track professional proposals effortlessly. With its intuitive interface, PerfectQuote allows users to generate customized proposals with ease, including product details, pricing, and terms. The software integrates with existing customer relationship management (CRM) systems, ensuring that all client information is up to date and easily accessible. PerfectQuote also offers features for collaboration, enabling teams to work together on proposals in real time. Additionally, the software tracks proposal progress, notifying users when action is required and providing insights into conversion rates and proposal effectiveness. Ideal for sales teams, marketers, and project managers, PerfectQuote streamlines the proposal process, helping businesses win more contracts and close deals faster.

  • No, PerfectQuote does not offer a free version.

  • Yes, PerfectQuote offers a free trial.

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

  • PerfectQuote offers the following pricing plans & packages:

    Basic

    $129 Per User

  • PerfectQuote supports the following payment frequencies:

    • Monthly Subscription

  • No, PerfectQuote does not offer an API.

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

  • PerfectQuote offers training with the following options:
    • In-person , Live Online , Webinar , Videos

  • PerfectQuote supports the following languages:
    • English

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

  • PerfectQuote supports the following deployment:
    • Cloud Hosted

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