Proposal Management Software Reviews
Below are a selection of user reviews, opinions and ratings we have for Proposal Management software. We have 27 user reviews in total for Proposal Management software. Alternatively you can view our comprehensive directory of Proposal Management software, applications & tools.
Review for Sofon Guided Selling
Thanks to Sofon, we only sell profitable orders
by Paul Vincent Ros on 2012-03-30 13:18:12
Fri-Jado is active in the food retail and food service markets in the area of refrigeration, electrical engineering, store automation and safety. We use Sofon as a product, project and sales configurator. Putting together and organizing a complete supermarket is a big challenge. Each different section in a supermarket is dependent on what is already available or will become available in the supermarket. Sofon takes everything into account and even makes sure that we only sell profitable orders. In the past, errors could easily slip into quotations and into production. With Sofon, mistakes can no longer be made. Not even by new colleagues. They are productive within a few weeks. Previously, half a year’s training was necessary.
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Review Context: Project Leader
Review for Socket
Socket rocks my sock[et]s
by Ben K (Zygoat) on 2012-01-09 19:57:50
I'm a sole proprietor who provides internet services and also sells software licences of different types. By integrating Socket I have been able to streamline sales of these products to a wider audience, augmenting my existing sales channels, with very little effort.
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Pros: Easily-configurable and flexible system. Friendly and helpful support. Responsive to customer needs. Transparent policies; no BS. Works well for small players and big businesses.
Cons: I haven't received any Socket stickers or free t-shirt, yet.
Review Context: I'm a sole proprietor who provides web hosting services to small businesses, as well as software sales to end user and site licencees.
Review for NetSuite CRM+
Feature rich and great integration with my backoffice
by Tobby on 2011-12-30 12:50:15
We have been using Netsuite CRM and eCommerce for 2 years. We have been satisfied with the functionality, integration and usability. The integration between the CRM, and eCommerce is really powerfull. We used to use 5 different applications to do what we now do with NetSuite. It is expensive but if you can afford it, the benefits outweigh the costs
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Pros: Real-time, role-based dashboards,ability to integrate seamlessly with the back office. Multiple currencies, multi-location inventory, and even multiple companies are supported
Cons: not the cheapest solution out there
Best Uses: If you’re looking for more than just standard customer relationship management (CRM) functionality, then NetSuite CRM+ is a solution to consider
Review for Blueprint
Salesforce.com Configurator
by Bicycle Manufacture & Distribution on 2010-09-27 08:01:34
We have used this tool to streamline our quoting (and ordering). It allows us to work entirely within Salesforce.com from anywhere in the world. Key for us was the ability to find products that matched certain criteria so that any user could issue great looking quotes in a few minutes
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Best Uses: Built into the configurator is a rules and calculation engine which means we can instantly see the effect on our margin as key criteria is changed. Also improved ability to forecast
Review Context: Chitech Europe manufacture and supply bicycles to the major retail outlets throughout Europe
Review for WebSource CPQ (Configure, Price, Quote)
WebSource CPQ
by Jerilyn Cashion on 2010-07-23 14:08:05
Overall experience with this app has been very good. When I first started researching into a quoting system one of WebSource's competitors actually recommended their product to me since we were looking for a product that didn't take major time and cost to get the system up and running. We were able to configure the system on our own with great support from their Pre-sales and Support team. Their support has been very responsive and knowledgeable. Our sales team is very pleased with the flexibility and ease of use of the product and the management team with the approval process. We highly recommend this product.
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Review for ServiceSidekick
Helping us get to the next level
by Bill Lutz on 2010-04-26 08:36:07
Service Sidekick has been instrumental in getting our operations to run smoothly. When we were shopping for software we kept on finding that other software packages were very redistricting. SSK did not require us to have an in house server, and it also integrated with our accounting software. These two point save us over $10,000 and the is just infrastructure cost. We regularly go to meetings with other businesses in our trade, and when comparing operations software SSK always make us look like Pro's.
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Pros: SSK is cloud base. It can be accesses any where. It is also easily and inexpensively expandable to mobile users. It is constantly being upgraded without the need for us to install update. The staff of SSK is always listening to user suggestion.
Cons: There are not so many cons as features we want to add to this software. Many of witch I think are in the process of being added. The reporting side of the software could be improved. We are still putting Tech data in to excel. Work I don't want to do
Best Uses: Small to medium service industry businesses that operate 1 to 10 technicians.
Review Context: I'm the owner of Generation 3 Electric in Philadelphia. We started run SSK when we had only 2 truck. We are currently up 5. We do service and repair work for residential clients. We use SSK for dispatch CRM and CSR. Call us forQ/A 215-512-4102
Review for Quote Roller
A handy new product for small businesses that want to automate their proposal processes
by Michelle Nachum on 2011-04-08 11:07:07
Quoteroller is a great product for any small business that sends out a number of proposals per week or month. That said, the aspects that make this product terrific are the same that also make the product limited. There are not a lot of bells and whistles here – so if you need a product that is very straight-forward and specific in scope – such as sending out proposals and nothing more, then Quoteroller is for you. It will help you save and organize your proposals and client information. If you need a more robust product, you may opt for a CRM solution that will not only manage your business proposals, but also help you transfer proposals and estimates into invoicing, send your reminders to contact your clients about the proposal, offer more template choices, import Excel lists and more. Full review at http://www.getapp.com/blog/proposal-writing-made-easy-with-quoteroller/
Read the Complete Review for Quote Roller on GetApp.com's Blog
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Pros: if you need a product that is very straight-forward and specific in scope – such as sending out proposals and nothing more, then Quoteroller is for you
Cons: Somehow limited features
Review for MYCO Suite
It enables people to collaborate and be productive
by Rakesh Sharma on 2011-10-31 15:24:05
If you are interested in a holistic solution that does everything in your small business at a fraction of the original cost, then you should consider this app. I think the main value for this solution lies in its ability to condense much into a simple and easy-to-understand interface.
Read the Complete Review for MYCO Suite on GetApp.com's Blog
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Pros: Great software and interface.
Cons: Still in its early stage, but promising!
Review for Remotia Proposal & Order
So much value for the money!
by Adam Josefsson on 2011-11-30 13:55:50
Is`s easy to use. By purchasing one application I got access to so much more for free. From CRM, Calendar to accounting and much more. Thank you
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Review for A suite of Apps including iLead People, iManage People, iSell Retail and iSell Biz 2 Biz
A new genre in PDA Apps, an interesting and highly udseful suite of Apps for young people in business
by AJLofty on 2011-08-19 07:54:29
A very useful suite of apps covering management, leadership and sales. I was in the training publishing business for 23 years and so looked at these with some professional background in the subject. They seem to us to be day-today guides as they are billed and targeted at young people in business. As guides they work exceptionally well, I had 3 of my people use them for a week and note what difference it made to their day to day activities. The most impressive was that there interaction with me (President) improved markedly. They came to the monthly sales meeting with a much stronger attitude and better prepared than ever before. They had various perspectives on the useability of the apps: 1. "Very easy to navigate and intuitive in use" 2. "Some ideas had to be thought about before you rushed ahead" 3. "It was useful to discuss the concepts between us and figure out the best way to use the ideas"
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Pros: Easy navigation, simple and useful ideas that work, a proper day-to-day guide rather than a 'book' Very professional production, a useable style, excellent content
Cons: Could have more content, these work for young people and I look forward to a set for more experienced managers and sales people in the future
Best Uses: Day to day useage seems to work the best, be focused about applying the ideas and you will get a lot back
Review Context: A publisher of management courses and in-house technical manuals in various languages, I have a staff of 18 trainers, sales and language professionals
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