Sofon Guided Solutions Review

Sofon Guided Solutions
Our score: 7.0 User satisfaction: 96%

What is Sofon Guided Solutions?

Sofon Guided Solutions is a set of tools for organizations selling products or services that are customer specific. Being a standardized software, it can be deployed quickly without many complications and can be used for a wide range of applications. The solution is generic, does not require additional customization and can be used for different kind of solutions from quote generation to contract management.

It supports both the sales process as well as its content and enables users to setup and configure the software themselves. Its modules include Proposal Organizer, Sales Organizer, Concept Designer, RFP Calculator, Resource Estimator, Sofon QIS, Approval Portal, Sales Configurator, Sofon Studio, Enterprise Product And Lifecycle Manager and Sofon Connect, which handles integration of the solutions with other software like CRMs, ERPs, PDMs and CADs.

Overview of Sofon Guided Solutions Benefits

The software allows users to quickly and easily produce error-free and professional proposals. Quotations, contracts, orders and other sales documents can also be generated quickly and the software provides control over sales process from contact-to-contract.  It helps sales staff maximize sales opportunities and manage the sales process in a more efficient and effective way. It supports need analysis, sales & support configuration, product selection, pricing, calculation, bill-of-material, visualization, routing generation, quotation reports and document generation.

The Sales Organizer module is designed for customer order-oriented companies and offers all the functionality of a CRM system. The module also supports more complex customer specific tasks such as opportunity analysis, lead qualification and call-script based handling of service calls. The modules can also easily be integrated with other CRMs and ERPs for flexibility and standardization. The Concept Designer allows users to create working solutions by a drawing system in which objects can be configured independently or interlinked.

The RFP Calculator is an extension of the Proposal Organizer and helps monitor deadlines, requirement matching, task sharing, calculation, monitoring of margins, quote generation and responding to questions. The resource estimator shows workload, resources and financial feasibility at a glance through graphs, bar and box charts. The approval portal helps authorize quotations and orders by pre-defined rules, including commercial, financial and technical.

The Sales Configurator is an add-on for CRM or ERP systems and also allows customers and dealers to generate quotes and orders themselves. It’s particularly helpful if you don’t have your own customer/dealer portal. Sofon Studio is the management-module that allows managing information used in other modules of the software. Sofon Connect handles integration with other software like CAD, CRM, ERP and PDM and offers connectivity with a number of packages.

Overview of Sofon Guided Solutions Features

  • Proposal Organizer
  • Sales Organizer
  • Concept Designer
  • RFP Calculator
  • Resource Estimator
  • QIS
  • Approval Portal
  • Sales Configurator
  • Sofon Studio
  • Enterprise Product and Lifecycle Manager
  • Sofon Connect

Sofon Guided Solutions Position In Our Categories

Bearing in mind businesses have distinctive business requirements, it is only rational that they steer clear of adopting an all-encompassing, ideal software product. At any rate, it is almost impossible to come across such a software solution even among sought-after software products. The right step to undertake should be to spell out the different essential factors which merit examination like critical features, costing, technical skill competence of staff members, business size, etc. The second step is, you should conduct the product research thoroughly. Have a look at some of these Sofon Guided Solutions review articles and scrutinize the other software solutions in your shortlist in detail. Such detailed product research makes sure you take out unfit software solutions and buy the system that delivers all the function you require business requires to achieve growth.

Position of Sofon Guided Solutions in our main categories:

TOP 50

Sofon Guided Solutions is one of the top 50 Sales Proposal Automation Software products

If you are considering Sofon Guided Solutions it may also be sensible to investigate other subcategories of Sales Proposal Automation Software listed in our base of SaaS software reviews.

Each company is different, and might call for a special Sales Proposal Automation Software solution that will be designed for their company size, type of clients and employees and even individual niche they cater to. You should not count on locating an ideal app that is going to be suitable for every business regardless of their history is. It may be a good idea to read a few Sofon Guided Solutions Sales Proposal Automation Software reviews first and even then you should pay attention to what the software is intended to do for your business and your staff. Do you need an easy and intuitive solution with just essential functions? Will you actually make use of the complex functionalities needed by experts and big enterprises? Are there any specific features that are especially useful for the industry you operate in? If you ask yourself these questions it will be much easier to locate a solid service that will match your budget.

How Much Does Sofon Guided Solutions Cost?

Sofon Guided Solutions Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Sofon Guided Solutions’ SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

User Satisfaction

Positive Social Media Mentions 87
Negative Social Media Mentions 4

We realize that when you make a decision to buy Sales Proposal Automation 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 Sofon Guided Solutions 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 Sofon Guided Solutions. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English
  • Dutch

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Sofon Guided Solutions pricing details?

Sofon Guided Solutions Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Sofon Guided Solutions’ SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

What integrations are available for Sofon Guided Solutions?

Sofon Guided Solutions integrate with the following business systems and applications:

  • Microsoft Dynamics NAV and AX
  • QAD MFG/Pro
  • Infor/Baan
  • IFS
  • SAP
  • Microsoft Dynamics CRM
  • Siebel
  • update.CRM
  • SugarCRM
  • More connectors’ info available from support

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Reviewed By Louie Andre
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