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Apptivo Estimates App Review
What is Apptivo Estimates App?
Apptivo Estimates App is a simple sales quote lifecycle management software. It makes provisions of sales quotes to customers a straightforward process. The application enables users to track every sales opportunity, create estimates for each of them, and convert such into invoices and bills or work orders once accomplished.
Apptivo Estimates App supports the online approvals of quotes. This streamlines the process and produces a more effective communication between the provider and the customer. This also involves an automated quote generation process, which begins with a quote request and ends with a quote abandonment or approval and project creation.
With Apptivo Estimates App, customers can smoothly view their requested quotes online in a PDF form and click the approval button to get to the next stage. The assigned agent then receives a notification and activates the ensuing part of the workflow.
Show MoreOverview of Apptivo Estimates App Benefits
Automated Quote Process
Apptivo Estimates App guides sales representatives throughout the creation and approval of quotes to ensure a thorough management. The app’s workflow is activated once a quote is requested and only ends when a quote has been retracted or abandoned or has been approved and turned into a project. A PDF file is then generated, and its link is sent to the customer who can show their consent by clicking the approval button. In case the customer wishes to change parts of the quote, they can request this without leaving the document. Whichever they choose, a status notification is sent to the sales representative in charge who can activate the next step in the workflow.
Estimates Console
Apptivo Estimates App has an admin console wherein users can view data related to estimates and see updates with a quick glance. They can filter the information they want to see to facilitate swift actions when needed.
Additionally, users can alter their notifications settings from the dashboard. This allows them to receive alerts regarding events that matter most to them and lets them save time from going through updates that have less importance to them.
App Customization
Apptivo Estimates App is an adaptable solution. Users can configure the application as they see fit with custom attributes such as additional fields that they need in every estimate.
Furthermore, Apptivo Estimates App lets users create their own custom estimate template and store them in the system for quick access when needed. This reduces the quote creation time and facilitates the swift completion of the approval process.
Navigation Tools
Apptivo Estimates App has a highly-navigable interface. It lets users find the tools they need quickly so they can finish creating quotes at a faster pace. The application also supports custom interface views that let users select data they want to display prominently.
Estimate Conversion
With Apptivo Estimates App, a completed quote can be converted into different files such as invoices, work orders, projects, and work kits. This ensures the complete transference of information so that sales representatives can usher the client into the next stage in the workflow expediently.
Show MoreOverview of Apptivo Estimates App Features
- Estimate Approval Workflow
- Online Customer Quotes
- Estimate to Project Conversion
- Estimate to Invoice Conversion
- Quote Elements Database
- Quote Revisions Tracking
- Estimate Layouts
- Preferential Estimate Numbering
- Online Approval Workflow
- File Export & Sharing
- Custom Template
Apptivo Estimates App Position In Our Categories
Since companies have distinct business requirements, it is logical they abstain from paying for an all-in-one, “perfect” software product. At any rate, it is hard to try to find such an app even among popular software products. The efficient step to do should be to make a list of the various vital functions that call for a examination such as major features, pricing, skill capability of staff members, organizational size, etc. The second step is, you should follow through your research systematically. Read some Apptivo Estimates App review articles and explore the other software programs in your shortlist in detail. Such all-encompassing product research can make sure you stay away from ill-fitting apps and buy the system that delivers all the features your business requires for optimal results.
Position of Apptivo Estimates App in our main categories:
TOP
10
Apptivo Estimates App is one of the top 10 CPQ Software products
If you are interested in Apptivo Estimates App it may also be a good idea to analyze other subcategories of CPQ Software listed in our database of B2B software reviews.
There are popular and widely used solutions in each software group. But are they necessarily the best fit for your organization’s special wants? A trendy software product may have thousands of subscribers, but does it offer what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Apptivo Estimates App CPQ Software reviews and consider the elements that you desire in the software such as the cost, main tools, available integrations etc. Then, choose a few systems that fit your wants. Try out the free trials of these platforms, read online comments, get clarifications from the seller, and do your investigation systematically. This profound groundwork is sure to aid you choose the best software solution for your organization’s unique requirements.
How Much Does Apptivo Estimates App Cost?
Apptivo Estimates App Pricing Plans:
Free Trial
Starter
Free
Premium
$10.00/user/month
Ultimate
$25.00/user/month
Enterprise
Contact vendor
What are Apptivo Estimates App pricing details?
Apptivo Estimates App Pricing Plans:
Free Trial
Starter
Free
Premium
$10.00/user/month
Ultimate
$25.00/user/month
Enterprise
Contact vendor
Apptivo Estimates App is listed under the Business Management Apps category for CRM bundles enterprise pricing.
Starter – $0
- 3 Users
- 500MB Storage per Account
- Basic Contact Sharing
- Standard Reports
- Standard Support
Premium – $10.00/user/month or $8.00/user/month/annual billing
- 3GB Storage per Account
- 1,000 Emails per Account
- 2,000 API Calls
- Third-Party App Integration
- Standard 24/7 Support
Ultimate – $25.00/user/month $20.00/user/month/annual billing
- 10GB Storage per Account
- 3,000 Emails per Account
- 20,000 API Calls
- Third-Party App Integration
- Priority 24/7 Support
Enterprise – request pricing information
- Dedicated Instance
- 5,000 Emails per Account
- White Labeling
- Custom Integration
- SLA Support & Account Manager
User Satisfaction
Positive Social Media Mentions
0
Negative Social Media Mentions
0
We are aware that when you decide to buy a CPQ Software it’s vital not only to learn how experts score it in their reviews, but also to find out if the actual clients and companies that use this software are indeed happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Apptivo Estimates App reviews across a broad range of social media sites. The data is then displayed in an easy to digest form showing how many clients had positive and negative experience with Apptivo Estimates App. With that information at your disposal you should be equipped to make an informed purchasing choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
- Open API
Language Support
- English
Pricing Model
- Monthly payment
- Annual Subscription
- Quote-based
Customer Types
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Apptivo Estimates App?
Apptivo offers access to its API for company developers to create custom interactions with the App Estimates platform and to extend its functionalities. For more information, visit the API documentation page on the website or contact support.
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