SalesStreamliner Overview

SalesStreamliner is a powerful quoting software that helps businesses streamline the process of generating accurate quotes for their products and services. The platform allows sales teams to quickly create customized quotes based on predefined templates, pricing rules, and customer-specific requirements. SalesStreamliner integrates with existing customer relationship management (CRM) systems and inventory management platforms to automatically populate quotes with the most up-to-date product information, pricing, and stock levels. This integration ensures that quotes are accurate and consistent, reducing the risk of errors and miscommunication. The software’s user-friendly interface makes it easy for sales teams to generate professional-looking quotes in minutes, which can be easily shared with clients via email or PDF. SalesStreamliner also includes features such as quote approval workflows, allowing businesses to maintain control over pricing and ensure compliance with internal policies. By automating and simplifying the quoting process, SalesStreamliner helps businesses increase sales productivity, close deals faster, and improve customer satisfaction.

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Contact Details

  • Vendor Name Sales Streamliner
  • Founded
  • Location United States

Support

    NA


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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SalesStreamliner 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

SalesStreamliner Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

SalesStreamliner FAQs

SalesStreamliner is a powerful quoting software that helps businesses streamline the process of generating accurate quotes for their products and services. The platform allows sales teams to quickly create customized quotes based on predefined templates, pricing rules, and customer-specific requirements. SalesStreamliner integrates with existing customer relationship management (CRM) systems and inventory management platforms to automatically populate quotes with the most up-to-date product information, pricing, and stock levels. This integration ensures that quotes are accurate and consistent, reducing the risk of errors and miscommunication. The software’s user-friendly interface makes it easy for sales teams to generate professional-looking quotes in minutes, which can be easily shared with clients via email or PDF. SalesStreamliner also includes features such as quote approval workflows, allowing businesses to maintain control over pricing and ensure compliance with internal policies. By automating and simplifying the quoting process, SalesStreamliner helps businesses increase sales productivity, close deals faster, and improve customer satisfaction.

  • No, SalesStreamliner does not offer a free version.

  • Yes, SalesStreamliner offers a free trial.

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

  • No, SalesStreamliner does not offer an API.

  • SalesStreamliner supports the following languages:
    • English

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

  • SalesStreamliner supports the following deployment:
    • Cloud Hosted

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