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ProfiQuote Overview

ProfiQuote is a robust quoting software that helps businesses streamline the creation, management, and distribution of quotes to clients. It enables users to easily generate professional, accurate, and customized quotes with minimal effort. The software provides a user-friendly interface for adding products, services, discounts, and taxes, ensuring that quotes are tailored to each client’s unique needs. ProfiQuote also includes features for tracking quote status, managing revisions, and converting quotes into invoices with a single click. Its integration with CRM and ERP systems ensures that all customer data is up-to-date and that the quoting process is aligned with inventory and pricing. This makes it ideal for sales teams, service providers, and B2B companies looking to increase efficiency and improve the accuracy of their quotes while enhancing customer satisfaction.

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ProfiQuote Screenshot & Video

Contact Details

  • Vendor Name ACCEPIO
  • Founded
  • Location United States

Support

  • Email Email
  • Knowledge Base Knowledge Base

Training

  • 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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ProfiQuote 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 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

ProfiQuote Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • Yes Yes

Payment Frequency

  • Annual Subscription Annual Subscription
Pricing Page   Trial Page  

Plans & Packages

FREE

$0 Per User

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ProfiQuote FAQs

ProfiQuote is a robust quoting software that helps businesses streamline the creation, management, and distribution of quotes to clients. It enables users to easily generate professional, accurate, and customized quotes with minimal effort. The software provides a user-friendly interface for adding products, services, discounts, and taxes, ensuring that quotes are tailored to each client’s unique needs. ProfiQuote also includes features for tracking quote status, managing revisions, and converting quotes into invoices with a single click. Its integration with CRM and ERP systems ensures that all customer data is up-to-date and that the quoting process is aligned with inventory and pricing. This makes it ideal for sales teams, service providers, and B2B companies looking to increase efficiency and improve the accuracy of their quotes while enhancing customer satisfaction.

  • Yes, ProfiQuote offers a free version.

  • Yes, ProfiQuote offers a free trial.

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

  • ProfiQuote offers the following pricing plans & packages:

    FREE

    $0 Per User

  • ProfiQuote supports the following payment frequencies:

    • Annual Subscription

  • No, ProfiQuote does not offer an API.

  • ProfiQuote offers support with the following options:
    • Email , Knowledge Base

  • ProfiQuote offers training with the following options:
    • Documentation , Videos

  • ProfiQuote supports the following languages:
    • English

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

  • ProfiQuote supports the following deployment:
    • Cloud Hosted

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