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Apptivo Estimates App Review

Apptivo Estimates App
Our score: 8.8 User satisfaction: N/A

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 The app’s workflow is activated once a quote is requested and only ends when a quote has been retracted or abandoned or has been approved and turned into a project.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

Knowing that companies have particular business-related demands, it is only reasonable that they abstain from going for a one-size-fits-all, “perfect” business application. Having said that, it is almost impossible to pinpoint such application even among widely used software products. The practicable step to do can be to list the different essential factors that entail investigation like major features, price plans, technical skill aptitude of the employees, organizational size, etc. After which, you should conduct your product research comprehensively. Browse over some of these Apptivo Estimates App reviews and scrutinize each of the software solutions in your shortlist in detail. Such well-rounded product investigation makes sure you avoid ill-fitting apps and pay for the system which delivers 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 interested in Apptivo Estimates App it might also be a good idea to investigate other subcategories of CPQ Software gathered in our database of B2B software reviews.

Every enterprise has different wants and needs an application that can be personalized for their size, type of employees and buyers, and the specific industry they are in. For these reasons, no software can offer perfect features out-of-the-box. When you look for a software product, first be sure what you want it for. Read some Apptivo Estimates App CPQ Software reviews and ask yourself do you need basic features or do you need complex functionality? Are there any industry-specific features that you are looking for? Find the answers to these queries to aid your search. There are plenty of factors that you need to consider and these include your finances, specific business requirements, your organization size, integration needs etc. Take your time, check out a few free trials, and finally choose the app that provides all that you need to enhance your company effectiveness and productivity.

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

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 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.

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?

  • email
  • phone
  • live support
  • training
  • tickets

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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

 

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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Reviewed By Louie Andre
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