QuoteBooks Reviews

QuoteBooks

Visual Configuration software for manufacturers

QuoteBooks

Review Summary

Pros

Cons

Overall rating

4.9

(7)

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6

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7 reviews

recommended

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great addition to any salesforce

Reviewed 2 years ago

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.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 3 years ago
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.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 3 years ago
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.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Easy and Professional Quoting Solution

Reviewed 2 years ago

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.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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

Reviewed 3 years ago
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.

Vendor response

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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QuoteBooks is very useful

Reviewed 2 years ago
Pros

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

Cons

This program works so well, I'm not sure what I like least. Perhaps the maps feature, only because it's not useful in my specific situation.

Vendor response

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Amazing

Reviewed 3 years ago

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.

Vendor response

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