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Apptivo Estimates App REVIEW

CPQ Software

No user reviews
USER SATISFACTION N/A
OUR SCORE 8.8

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.

Overview 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 The app’s workflow is activated once a quote is requested and only ends when a quote has been retracted or abandoned or has been approved and turned into a project.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.

Overview 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

Position of Apptivo Estimates App in our main categories:

10

Apptivo Estimates App is one of the top 10 CPQ Software products

10

Apptivo Estimates App is one of the 10
CPQ Software products


If you are considering Apptivo Estimates App it might also be beneficial to investigate other subcategories of Best CPQ Software collected in our base of SaaS software reviews.

It's important to realize that almost no software in the CPQ Software category is going to be a perfect solution that can match all the requirements of different company types, sizes and industries. It may be a good idea to read a few Apptivo Estimates App reviews first as some solutions may excel exclusively in a really small group of applications or be prepared with a very specific type of industry in mind. Others might function with an idea of being simple and intuitive and as a result lack complex elements desired by more experienced users. You can also come across solutions that cater to a broad group of users and give you a complex feature toolbox, however this usually comes at a higher cost of such a software. Be certain that you're aware of your requirements so that you select a solution that has specifically the functionalities you search for.

How Much Does Apptivo Estimates App Cost?

Apptivo Estimates App Pricing Plans:

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

We realize that when you make a decision to buy CPQ Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied 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 wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Apptivo Estimates App. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

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NEGATIVE SOCIAL MENTIONS

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Monthly payment
  • Annual Subscription
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business
Deployment
  • Cloud Hosted
  • Open API

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING

What are Apptivo Estimates App pricing details?

Apptivo Estimates App Pricing Plans:

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

 

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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