QuoteBooks Pricing, Features, Reviews & Comparison of Alternatives

QuoteBooks

Visual Configuration software for manufacturers

4.86/5 (7 reviews)

QuoteBooks overview

What is QuoteBooks?

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
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Germany

Supported languages

English
QuoteBooks screenshot: Access QuoteBooks on laptop, tablet and mobile devicesWhy Go VisualQuoteBooks screenshotQuoteBooks screenshotWe Are ATLATL

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.

Pros
Ease of use online and on the go is where quotebooks really shines. It allows us to keep our entire product catalog and pricing in the cloud for our salesmen to reference and use on the go. It is therefore not just useful as a mobile quoting software, but also a easy to use price guide and catalog. Another pro is its ability to let you keep track and set reminders for each quote you generate, allowing for easy follow ups and fewer lost quotes.

Cons
A tie in to common AIS databases for current inventory would be nice, but that is a pie in the sky request that is not grounded in what this software is for.

Response from Atlatl Software


Thank you for your feedback! We love hearing from customers so that we can constantly improve.

With some upcoming enhancements, QuoteBooks will be better able to utilize data from external applications. Please email us to explore any integration possibilities at customersuccess@atlatlsoftware.com.

Speed to quote is HUGE and we appreciate you sharing the wonderful successes your company is having with increasing sales and expanding to new customers!

Thanks,

The Atlatl Team

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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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

Pros
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.

Cons
Not being able to click one button to delete a quote you don't want. Wish the configurator was part of this where you don't have to open up another program and save it and then open up Quotebooks to send the Quote.

Response from Atlatl Software


Hi Brian,

Thank you for your feedback! We're so glad you like the professional look of your quotes and the map feature.

We'll pass along your feedback to our product team about the integration of the configurator and the one click delete functionality.

We love hearing from customers so that we can constantly improve the product.

Thanks!

The Atlatl Team

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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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

Pros
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.

Cons
It would be nice to have a wildcard * when looking up quotes because it is K-sensitive or a box that would be contains that could be checked. Also if there was an easier way of converting the quote to and order. Some times the management goes to review and didn't realize they made a small change by reviewing the discount structure and it gives the quote a new review number getting rid of the previous quote that now our customer has decided to sign.

Response from Atlatl Software


Hi,

Thanks so much for your feedback! It's great to hear how our customers are utilizing the tool.

We have passed along your feedback to the team. We love hearing from our customers so that we can constantly improve the product. If there is anything else you want to let us know feel free to reach out to info@atlatlsoftware.com.

Thanks again!
The Atlatl Team

Rating breakdown

Value for money
Ease of use
Features
Customer support

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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.

Pros
QuoteBooks is an easy to use application for quoting and proposal generation. It helped me to provide professional proposals in minutes.

Cons
One of the main functions I needed was to search quickly for previous quotes, for a while QuoteBooks didn't have this but they consistently asked for user feedback from me and I was able to tell them my problem. Shortly after QuoteBooks released an update that addressed my need.

Response from Atlatl Software


Thank you for your review!

We are thrilled to hear you are able to produce professional quotes easily with our solution. We strive to make our tools best in class and always love hearing customer feedback!

If there is ever anything else we an help you with please feel free to reach out to us directly at customersuccess@atlatlsoftware.com

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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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

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

Cons
The software glitches more than we would like. The integration of the configurator for ErectAStep products glitches everytime it updates which requires more effort to resolve than we would like.

Response from Atlatl Software


Hi Michael,

Thank you for your feedback! We're so glad it's easy for you and your team to create customers and quotes.

We have passed along your feedback about the glitches you're experiencing to our Product Management Team and understand how frustrating that can be. We'll be sure to work on improving that user experience.

We love hearing from customers so that we can constantly improve the product.

Thanks again!
The Atlatl Team

Rating breakdown

Value for money
Ease of use
Features
Customer support

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QuoteBooks pricing

Pricing options
Subscription
Free trial
View Pricing Plans

Contact Atlatl Software for detailed pricing information.

QuoteBooks features

API
Activity Tracking

Accounting Integration (102 other apps)
Activity Dashboard (175 other apps)
Automatic Notifications (128 other apps)
Billing & Invoicing (150 other apps)
Calendar Management (109 other apps)
Customer Database (101 other apps)
Customizable Reporting (124 other apps)
Data Import/Export (124 other apps)
Document Management (109 other apps)
Document Storage (92 other apps)
Electronic Payments (120 other apps)
Inventory Management (139 other apps)
Inventory Tracking (108 other apps)
Invoice Management (139 other apps)
Reminders (107 other apps)
Reporting & Statistics (208 other apps)
Search Functionality (115 other apps)
Third Party Integration (142 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

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