QuoteBooks Features

QuoteBooks

Visual Configuration software for manufacturers

4.86/5 (7 reviews)

QuoteBooks Feature Summary

  • 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

Competitor Feature Comparison

API
Activity Tracking
Drag & Drop Interface
Order Processing
Quote Management
Real Time Data
Sales Tracking
Territory Management
Learn moreCompare App
API
Activity Tracking
Drag & Drop Interface
Order Processing
Quote Management
Real Time Data
Sales Tracking
Territory Management
Visit WebsiteCompare App
API
Activity Tracking
Drag & Drop Interface
Order Processing
Quote Management
Real Time Data
Sales Tracking
Territory Management
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Requires iOS 10.0 or later. Compatible with iPad.

Android App


3 reviews

QuoteBooks Feature Reviews

7 reviewers had the following to say about QuoteBooks's features:

Anonymous
A verified reviewer

Great addition to any salesforce

2018-01-10

This software has allowed our sales team to quote customers instantly on the spot while meeting with clients.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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

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Bryan Lansberry

Amazing

2017-09-28

Complete management

Pros

Versatility of all the features and how well they work together. Simple yet robust all packed into a platform that is managed & supported extremely well.

Cons

I am very satisfied with everything that I have seen in the software! The only struggle is the amount of time it takes to get new features or tweaks to existing features implemented.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Atlatl Software


Hi Bryan,

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

Let us know how we can improve the implementation process of new features. We want to simplify it as much as possible for you.

Thanks!

The Atlatl Team

Read more
Anonymous
( company, 11-50 employees)

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

2017-10-13

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No

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

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Michael Hoff

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

2017-09-29

Pros

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

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

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

Read more
Anonymous
(Oil & Energy company, 11-50 employees)

Easy and Professional Quoting Solution

2018-09-24

I also needed the ability to be able to quote from any of my devices.

Pros

QuoteBooks is an easy to use application for quoting and proposal generation.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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

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Brian Blust

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

2017-09-28

Pros

Easy to use when trained on it. The quotes are very detailed and looks professional.

Cons

Not being able to click one button to delete a quote you don't want.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

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

Read more
Anonymous
A verified reviewer

QuoteBooks is very useful

2018-02-01

Pros

Being able to go from lead to quote to a sale all in one place is incredibly helpful and time saving

Cons

Perhaps the maps feature, only because it's not useful in my specific situation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Atlatl Software


Thank you for your review!

We strive to make the complicated simple and are glad to hear you are able to produce quotes timely, accurately, and all in QuoteBooks CRM.

We¿re interested to hear your unique situation and talk about how we can make our maps feature more applicable. If you¿re open to connecting, please reach out to Customer Success at customersuccess@atlatlwoftware.com.

Read more