Quoting - Software Recommendations

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networkn

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#175334 25-Jun-2015 13:02

Hi There!

We use ITQuoter which is good software, but recently we have become frustrated with the slow development of features we consider essential.

The benefit of ITQ is that it allows us to do CRM, Job Management and Quoting from a Single piece of software which was a significant improvement over the hodge podge of products we used before.

One of the key things is the pricefeeds we get from our suppliers, which gives us pricing and product information, this is a key feature.

Are there any other products on the market which get price feeds etc?

Interested to know what else you guys use for quoting.

networkn

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#1333266 29-Jun-2015 11:57

No ideas?

Zeon

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#1333268 29-Jun-2015 12:00

A number of products will give you price book import ability, off the top of my head I could think of Infusion or SimPro. Not sure on their CRM functionality and how good that would be for your situation though.

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networkn

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#1620417 31-Aug-2016 20:31

Hi There!

Re-raising that as the product we use has headed both in a direction we aren't entirely comfortable with and costs are now looking as cost prohibitive.

Lias

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#1620422 31-Aug-2016 20:52

networkn:

Hi There!

Re-raising that as the product we use has headed both in a direction we aren't entirely comfortable with and costs are now looking as cost prohibitive.

If you want cost prohibitive, have you considered SAP or Oracle?.. Oh wait, you don't want that.. my bad.

:-P

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ech3lon

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#1620425 31-Aug-2016 20:57

We use QuoteWerks, it integrates with a number of CRM products and accounting systems.
Not sure about live price update however.

networkn

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#1620426 31-Aug-2016 21:02

ech3lon: We use QuoteWerks, it integrates with a number of CRM products and accounting systems.
Not sure about live price update however.

This looks pretty good. Would you mind (PM is fine) letting me know which distributors your data is coming from and whether that is automated or you need to import it each time?

Doesn't need to be live, just needs to accept a feed daily, ideally first thing in the AM.

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#1620449 31-Aug-2016 21:27

ITQuoter sucks, I use it every day. I don't think it's very well optimised for fast transactions (a monitor here, a laptop there), and the vendor pricing it pulls in is only correct 90% of the time, or it's missing.

I especially don't like first having to a product hunt on vendor website, pull in a VPN/MPM via copy and paste and then still have no customer friendly product information in the quote description.

It might be that I'm using it wrong, but I find it convoluted and it's an unenjoyable part of my job. I would rather just take a smaller margin and push the work to a distributor (through some kind of branded portal where they would handle quoting, shipping etc) especially when the time taken to put together a $1200 laptop order is a break even on billable time after quoting with a couple changes and then ordering. I think it's not so bad on bigger quotes, but for transactional work I don't think it's an effective product.

I am keen to see alternatives! I like it pulling data, but I would prefer if the data populated included pictures and sensible consumer friendly specs.

chevrolux

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#1620470 31-Aug-2016 22:29

Have a look at Onsight. I've just started having a play with it and is quite a nice product. The cost seems quite reasonable too.
You can import your product catalogues and these get pushed out to the devices using the app.
Says it integrates in to CRMs too - we run our own instance of vtiger so will see what is involved getting it integrated.

networkn

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#1620479 31-Aug-2016 22:46

chevrolux: Have a look at Onsight. I've just started having a play with it and is quite a nice product. The cost seems quite reasonable too.
You can import your product catalogues and these get pushed out to the devices using the app.
Says it integrates in to CRMs too - we run our own instance of vtiger so will see what is involved getting it integrated.

We would like something that has the ability to be mobile, but don't want to be limited to devices which are primarily mobile.

We use our current solution 95% inhouse on well configured high spec machines.

ech3lon

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#1621062 1-Sep-2016 21:35

networkn:

This looks pretty good. Would you mind (PM is fine) letting me know which distributors your data is coming from and whether that is automated or you need to import it each time?

Doesn't need to be live, just needs to accept a feed daily, ideally first thing in the AM.

I don't use it much my self (not in sales dept.), but these guys seems to distribute them in NZ http://www.xactsoftware.co.nz/quotewerks