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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 The app’s workflow is activated once a quote is requested and only ends when a quote has been retracted or abandoned or has been approved and turned into a project.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
Because businesses have distinctive business requirements, it is only wise that they avoid deciding on an all-encompassing, “perfect” software. However, it would be difficult to try to pinpoint such an app even among well-known software solutions. The clever step to undertake would be to take note of the several vital factors which demand deliberation such as key features, budget, technical skill capability of staff, business size, etc. The second step is, you must do the product research exhaustively. Browse through some of these Apptivo Estimates App evaluations and explore the other applications in your shortlist more closely. Such comprehensive product investigation guarantee you steer clear of unfit software solutions and pay for the one which delivers all the function your business requires in sustaining growth.
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 beneficial to investigate other subcategories of CPQ Software listed in our database of B2B software reviews.
Companies have unique wants and requirements and no software solution can be perfect in such a condition. It is pointless to try to find an ideal out-of-the-box software product that fulfills all your business wants. The intelligent thing to do would be to customize the application for your special requirements, employee skill levels, finances, and other elements. For these reasons, do not hurry and subscribe to well-publicized leading applications. Though these may be widely used, they may not be the best fit for your unique needs. Do your research, look into each short-listed system in detail, read a few Apptivo Estimates App CPQ Software reviews, call the maker for explanations, and finally settle for the product that presents what you want.
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 make a decision to get a CPQ Software it’s crucial not only to learn how professionals rank it in their reviews, but also to find out if the actual users and businesses that bought this software are indeed happy with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Apptivo Estimates App reviews across a vast array of social media sites. The data is then displayed in an easy to digest way revealing how many people had positive and negative experience with Apptivo Estimates App. With that information at your disposal you will be prepared to make an informed purchasing 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?
- 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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