Was ist AccuQuote Direct?
AccuQuote is a complete pipeline management tool built specifically for manufacturers' reps. Quote Better and Close Faster with AQ.
Wer verwendet AccuQuote Direct?
Manufacturers' Reps in the HVAC market
AccuQuote Direct – Details
AccuQuote
2016 gegründet
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AccuQuote Direct – Details
AccuQuote
2016 gegründet
AccuQuote Direct – Videos und Bilder
Kosten ähnlicher Produkte wie AccuQuote Direct vergleichen
Startpreis
Kostenlose Version
Gratis Testen
AccuQuote Direct – Bereitstellung und Support
Kundenbetreuung
- Chat
Einsatz
- Cloud, SaaS, webbasiert
Training
- Persönlich
- Live Online
- Webinare
- Dokumentation
Funktionen von AccuQuote Direct
SHK Angebotssoftware (Sanitär, Heizung, Klima & Lüftung)
- Abrechnung & Rechnungsstellung
- Aktivitäts-Dashboard
- Aktivitäts-Verfolgung
- Alarmfunktion / Benachrichtigungen
- Angebote / Schätzungen
- Anpassbare Berichte
- Anpassbare Formulare
- Anpassbare Vorlagen
- Arbeitsauftragsverwaltung
- Arbeitslohntarife
- Aufgabenplanung
- Auftragskostenrechnung
- Automatische Sicherung
- Berichterstattung und Statistik
- Bestell-Management
- Daten-Import / -Export
- Dokumentenspeicher
- Drag-and-Drop
- Drittanbieter-Integration
- Echtzeit-Aktualisierungen
- Echtzeit-Berichterstattung
- Echtzeit-Daten
- Elektronische Unterschrift
- Elektronische Zahlungen
- Finanzierungsmanagement
- GPS
- Geräteinstandhaltung
- Historische Berichte
- Integration in QuickBooks
- Integration in die Buchhaltung
- Inventarverwaltung
- Job-Management
- Job-Nachverfolgung
- Kalenderverwaltung
- Kommerziell / Industriell
- Kontakt-Datenbank
- Kosten-Datenbank
- Kostenschätzung
- Kundendatenbank
- Kundenhistorie
- Kundenspezifisches Branding
- Materialforschung
- Mobile Benachrichtigungen
- Rechnungsmanagement
- Schätzung
- Suchen / filtern
- Terminplanung
- Versandmanagement
- Wartungsplanung
- Workflow-Management
Siehe die vollständige SHK Angebotssoftware (Sanitär, Heizung, Klima & Lüftung) Liste
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Erfahrungen mit AccuQuote Direct
Alle 3 Nutzerbewertungen lesenDurchschnittliche Bewertung
Nutzerbewertungen nach Unternehmensgröße (Angestellte)
- <50
- 51-200
- 201-1.000
- >1.001
Chris R.
The AQ Program has been very flexible and customizable to our needs. It has been a great fit for us.
Kommentare: We're experiencing better visibility for our project opportunities, unified look to our proposals across multiple offices, and reducing the amount of time to develop a proposal. I am sure that higher closure rates and higher margins will be attained.
Vorteile:
It was developed specifically for manufacturers reps and incorporates the processes, features and functionality required by that focused group. It is flexible to our needs. The AQ staff has been great to work with to identify and understand our needs and make adjustments to suit our use.
Nachteile:
Not too much not to like, but wish some of the formatting features were somehow a little simpler to align the scope information on the printed proposal. Requires a little bit of an iterative approach to make it look correct.
Dan K.
AccuQuote is an easy to use. Provides consistency and track-ability to our quotes.
Kommentare: being able to track quotes and follow up more easily
Vorteile:
Once templates were set up, preparing a quote become fast and easy. Being able to see reports on how many quotes are pending, won, and lost is very helpful. We can more easily priorities projects and follow up on open proposals quickly.
Nachteile:
The software is still early in its development so there are minor bugs and idiosyncrasies that need to be worked around. The developer is very easy to work with in terms of taking the feedback and implementing changes/improvements.
Kathy R.
Can track deals real time
Kommentare: User has helped what others bidding helped price products
Vorteile:
It’s really helped manage our department by tracking deals in real time its easy to use and dramatically increased productivity
Nachteile:
There’s nothing we don’t like it’s awesome software every company needs to be competitive and give you edge
