Durchschnittliche Bewertung10 Bewertungen
- Gesamt 4.4/5
- Benutzerfreundlichkeit 3.5/5
- Kundenservice 4.1/5
- Funktionen 4.2/5
- Preis-Leistungs-Verhältnis 4.1/5
- Startpreis 19,00 $/Monat
- Gratis Testen Ja
Cloud, SaaS, Web
Angaben zum Hersteller
Template-based software for creating proposals and quotes. Functionality includes side note translating capabilities.
- Audit Trail
- Elektronische Unterschrift
Die hilfreichsten Reviews für NiftyQuoter
Bewertet am 19.7.2018
Love the integration into our CRM, removing an additional step.
Shaun d S.
Kommentare: The price is very attractive and it does have nice templates for proposals. As well as it does integrate into our CRM which makes it easy to send a quote out as we're speaking to a prospect.
Vorteile: Integrates into Zoho. That way as we're talking to a prospect we can send a proposal right out and then we can discuss it while still on the phone. Love how you can have the T's & C's sent with a simple click of a button as well as they can click "accept" on their end and it triggers a sale or order depending on what the prospects needs are. No more going from data base to data base.
Nachteile: It takes some time to set up the templates up. Then you have to make sure the product is loaded correctly, add terms and conditions etc.... I would have to say that for the price and integration there really isn't a whole lot of negative items.......the set-up does take some time though.
Bewertet am 10.12.2019
Effective contract and proposals management
Emilio joaquín B.
Kommentare: I can make a good follow up of the proposals and contracts issued, so I can negotiate more effectively, knowing the response times of customers.
Vorteile: Real-time tracking of contracts and bids is possible when the customer first read the email.
Nachteile: It is quite difficult to create the proposals, there are many fields to fill in, it was a little difficult to train my employees to use it.
Bewertet am 3.12.2019
Online proposals in negotiating with clients quickly and securely
Kommentare: A great tool for submitting proposals, and can be created various templates that can be saved in pdf file, and with custom themes.
• Multiple users per account.
• Custom themes.
• Dashboard for tracking proposals.
• Export to Excel.
• Creation of different template types at no additional cost.
• When the acceptance is made, it could generate a signature file of both parties, because today in Brazil many customers need a virtual signature by both. Today only email is used to validate, but we still have many customers who need a more formalized, even virtual, signature.
• Complex to use at first, and requires computer skills to set up.
Bewertet am 16.12.2019
Vorteile: the simplicity of receiving a customer response
Nachteile: The way to generate a proposal is too long
Bewertet am 23.10.2018
Easy to use for our sales team and our clients
Kommentare: Really like the software and the changes they continue to implement. Make formatting documents just a tad easier and maybe a few more formatting options and you'll be golden! The rest of the software is easy, intuitive and enjoyable.
Vorteile: I like how easy and intuitive it is. There are some pieces that you might not figure out right off the bat, but once you get the hang of things it's fast moving and efficient. Easy for our clients to sign, easy to make changes, we can easily make a change and have our clients refresh the document to see immediate updates.
Nachteile: I think the formatting is can be a bit wonky sometimes, but it's the least of my worries. There are ways around the formatting issues, but that's my least favorite part.