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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 The app’s workflow is activated once a quote is requested and only ends when a quote has been retracted or abandoned or has been approved and turned into a project.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
Knowing that businesses have unique business requirements, it is logical they abstain from purchasing an all-in-one, ideal software. However, it is hard to pinpoint such application even among widely used software products. The rational step to undertake can be to list the varied essential functions that demand analysis including key features, plans, technical skill aptitude of the employees, business size, etc. Then, you must conduct your product research thoroughly. Browse through some Apptivo Estimates App reviews and check out each of the software solutions in your shortlist more closely. Such detailed product research ensure you drop poorly fit software products and buy the system that offers all the benefits your company requires.
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 considering Apptivo Estimates App it may also be a good idea to examine other subcategories of CPQ Software collected in our database of B2B software reviews.
It's important to keep in mind that almost no app in the CPQ Software category will be an ideal solution that can match all the goals of various business types, sizes and industries. It may be a good idea to read a few Apptivo Estimates App CPQ Software reviews first as some solutions may excel only in a very narrow group of applications or be prepared with a very specific industry in mind. Others can operate with an idea of being simple and intuitive and therefore lack complicated functionalities needed by more experienced users. You can also come across services that support a large group of users and provide a powerful feature toolbox, however this in most cases comes at a higher cost of such a service. Be certain that you're aware of your needs so that you select a software that provides exactly the elements you search for.
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 choose to purchase a CPQ Software it’s vital not only to see how experts evaluate it in their reviews, but also to find out if the real people and businesses that use these solutions are actually content with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Apptivo Estimates App reviews across a wide array of social media sites. The data is then displayed in an easy to understand way revealing how many people had positive and negative experience with Apptivo Estimates App. With that information at your disposal you should be prepared to make an informed business 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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