QuoteBooks Pricing, Features, Reviews & Comparison of Alternatives

QuoteBooks

Visual Configuration software for manufacturers

4.86/5 (7 reviews)

QuoteBooks overview

ATLATL delivers speed and accuracy to power a more productive sales experience.

We’re able to do this by leveraging the benefits of 3D visual product configuration and step-guided workflows to streamline the sales process and drive efficiency. To ensure order accuracy and empower users, we work closely with our customers to understand their business, product, and engineering rules. Building these into our tool, our customers are able to work faster and more independently than before to improve their productivity.

The result is increased sales, higher win rates, and a better customer experience when partnering with ATLATL.
www.atlatlsoftware.com

Pricing

Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, Europe, Germany, United Kingdom

Supported languages

English
QuoteBooks screenshot: Access QuoteBooks on laptop, tablet and mobile devicesAtlatl Software - QuoteBooks CRM/Sales Tool In ActionQuoteBooks screenshot: Build accurate quotesQuoteBooks screenshot: Create an accurate quote from anywhere on mobileQuoteBooks screenshot: Design detailed quotes based on specific workflowQuoteBooks screenshot: Find quotes, opportunities, contacts, leads and activities with site-wide searchQuoteBooks screenshot: Manage sales pipeline on the go

QuoteBooks reviews

Excellent
6

Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.6
  4.7
  4.6
  4.7
Anonymous

Great addition to any salesforce

Used weekly for 1-2 years
Reviewed 2018-01-10
Review Source: Capterra

This software has allowed our sales team to quote customers instantly on the spot while meeting with clients. There is no more "I will get a quote to you by the end of the day". It is now instantaneous which has lead to increased sales and new customers.

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Brian Blust

Easy to use. Love the detail in the quotes I can send

Used weekly for 2+ years
Reviewed 2017-09-28
Review Source: Capterra

Easy to use when trained on it. The quotes are very detailed and looks professional. I love the fact you can download your contacts and they are there for future quotes. You can see where all your customers are on the map.

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Anonymous

Easy and Professional Quoting Solution

Used weekly for 1-2 years
Reviewed 2018-09-24
Review Source: Capterra

Trying to find an easy to use solution other than Microsoft Word or Excel to generate proposals was a challenge. I also needed the ability to be able to quote from any of my devices. QuoteBooks was able to fulfill theses needs.

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Michael Hoff

Quotebooks is a very good sales quote program. We have had minimal issues with the program

Used weekly for 2+ years
Reviewed 2017-09-29
Review Source: Capterra

The ease of use to create customers, create quotes, and send the quotes is better than our previous CRM program.

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Anonymous

The program has been very beneficial to the sales team. At a glance they can see all of their quote

Used monthly for 2+ years
Reviewed 2017-10-13
Review Source: Capterra

Being able to allow each sales person view and manage their individual quotes and allowing managers see them as a whole team and know what is in the funnel.

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QuoteBooks pricing

Pricing options
Free trial
Subscription
View Pricing Plans

Contact Atlatl Software for detailed pricing information.

QuoteBooks features

API
Activity Tracking
Real Time Data

Accounting Integration (68 other apps)
Activity Dashboard (106 other apps)
Automatic Notifications (90 other apps)
Automatic Reminders (77 other apps)
Billing & Invoicing (86 other apps)
Calendar Management (83 other apps)
Client Portal (62 other apps)
Customizable Reporting (79 other apps)
Data Import/Export (69 other apps)
Document Storage (63 other apps)
Electronic Payments (69 other apps)
Inventory Management (92 other apps)
Inventory Tracking (71 other apps)
Invoice Management (102 other apps)
Reporting & Statistics (129 other apps)
Search Functionality (76 other apps)
Third Party Integration (87 other apps)

Additional information for QuoteBooks

Key features of QuoteBooks

  • 2D drawing
  • 3D modeling
  • API
  • Activity tracking
  • Customer pipeline
  • Data governance
  • Drag & drop interface
  • Mobile-friendly access
  • Multiple product lines
  • Pricing management
  • Product configurator
  • Proposal management
  • Quote management
  • Real time data
  • Recommendation engine
  • Sales performance management
  • Sales resource planning
  • Sales tracking
  • Shipping estimating
  • Smart pricing
  • Territory management
  • User defined pricing
  • Visual Configuration
  • Visual planogram
View All Features

Benefits

Visually selecting and configuring products provides the following benefits

Speed | Visual product selection + Rules engine assurance = Faster configurations and less needed support resources
Accuracy | Visually confirming product selections eliminates order error
Experience | Faster configuration = less wasted time, Visual confirmation = purchase trust, Innovative and productive tools are points of differentiation
ROI | Faster engagements lead to more opportunities, better experiences lead to higher conversion