App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Broker Briefcase P&C Edition Logo

Content management for insurance brokers

(0)

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. Learn more

Broker Briefcase P&C Edition Alternatives & Competitors

Filter results

Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Salesforce Revenue Cloud logo

Next generation Configure Price Quote (CPQ) apps

visit website

Features

Total

Salesforce Revenue Cloud logo
Broker Briefcase P&C Edition logo

4

88

7

features in common

4

features in common

Salesforce Revenue Cloud logo

Salesforce Revenue Cloud user ratings

Functionality

4.2
(52)

Top features

  • Discount Management

    5.0

  • Real-Time Data

    5.0

  • Price/Margin Management

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

  • Approval Workflow

    N/A

  • Guided Selling

    N/A

Pricing

Starting from

$75/month

Value for money

Salesforce Revenue Cloud logo
4.0

What users say about Salesforce Revenue Cloud's value for money

It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.
Best thing about the company is their integrity - love the customer service and quality behind the team.

Categories in common

PandaDoc logo

Create, edit, track, and eSign documents quickly and easily

visit website

Features

Total

PandaDoc logo
Broker Briefcase P&C Edition logo

6

137

7

features in common

6

features in common

PandaDoc logo

PandaDoc user ratings

Functionality

4.3
(1.1K)

Top features

  • Proposal Generation

    5.0

  • Template Management

    5.0

  • Pricing and Cost Calculations

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Self Service Portal

    N/A

Pricing

Starting from

$19/month

Value for money

PandaDoc logo
4.3

What users say about PandaDoc's value for money

Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.

Categories in common

Conga CPQ logo

Deliver accurate quotes more quickly & create smarter deals.

visit website

Features

Total

Conga CPQ logo
Broker Briefcase P&C Edition logo

4

29

7

features in common

4

features in common

Conga CPQ logo

Conga CPQ user ratings

Functionality

4.3
(20)

Top features

  • Product Configurator

    5.0

  • Pricing Management

    5.0

  • Discount Management

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Self Service Portal

    N/A

  • Price and Cost Calculations

    N/A

  • Quotes/Estimates

    N/A

Pricing

Starting from

$85/month

Value for money

Conga CPQ logo
3.8

What users say about Conga CPQ's value for money

It was awesome and great tool that i have been using for configuring prices AND quoting to vendors selections which is good for integration too. This is really great out sourcing tool for netsuite.
With this product, the sales team has the ability to configure product offerings with great efficiency and can track and improve related sales metrics.

Categories in common

Epicor CPQ logo

The Leading CPQ for Complex Configurable Products.

visit website

Features

Total

Epicor CPQ logo
Broker Briefcase P&C Edition logo

7

30

7

features in common

7

features in common

Epicor CPQ logo

Epicor CPQ user ratings

Functionality

4.6
(17)

Top features

  • Quotes/Estimates

    5.0

  • Rule-based Configuration

    4.7

  • ERP

    4.5

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • No unique features

Pricing

Starting from

$150/month

Value for money

Epicor CPQ logo
4.1

What users say about Epicor CPQ's value for money

More and more people are looking to add their name or logo to a product. It is a great way to market and advertise what the wearer believes in or supports.
The ability to generate output documents from KBMax (like BOMs) has proven to be a valuable asset as well.

Categories in common

Scoro logo

Successful projects from quote to cash.

visit website

Features

Total

Scoro logo
Broker Briefcase P&C Edition logo

4

179

7

features in common

4

features in common

Scoro logo

Scoro user ratings

Functionality

4.4
(236)

Top features

  • Client Portal

    5.0

  • Scheduling

    5.0

  • Remote Access/Control

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

  • Approval Workflow

    N/A

  • Guided Selling

    N/A

Pricing

Starting from

$28/month

Value for money

Scoro logo
4.3

What users say about Scoro's value for money

The best, easiest business software. I recommend for everyone who wants quick and effective solution.
And it doesn't cost too much, so it's affordable which is a good thing, it is accessible online businesses like ours. The most important part is that is fast.

Categories in common

JobBOSS² logo

JobBOSS2 promotes the profitability of scaling job shops.

visit website

Features

Total

JobBOSS² logo
Broker Briefcase P&C Edition logo

3

133

7

features in common

3

features in common

JobBOSS² logo

JobBOSS² user ratings

Functionality

4.0
(871)

Top features

  • Production Management

    5.0

  • Traceability

    5.0

  • Third-Party Integrations

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

  • Approval Workflow

    N/A

  • Guided Selling

    N/A

Pricing

Starting from

$5,000/year

Value for money

JobBOSS² logo
4.1

What users say about JobBOSS²'s value for money

It does help create meaningful process instructions that helps the manufacturing process flow more smoothly. It helps track shipments and OTD which is beneficial to our organization.
I like the integration with QuickBooks for small businesses, I recommend this option instead of using the accounting in JobBoss. I am extremley happy with the way this works.

Categories in common

ConnectWise CPQ logo

Quote. Propose. Close.

visit website

Features

Total

ConnectWise CPQ logo
Broker Briefcase P&C Edition logo

7

34

7

features in common

7

features in common

ConnectWise CPQ logo

ConnectWise CPQ user ratings

Functionality

4.0
(63)

Top features

  • Price and Cost Calculations

    5.0

  • Electronic Signature

    5.0

  • Templates

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • No unique features

Pricing

Value for money

ConnectWise CPQ logo
3.9

What users say about ConnectWise CPQ's value for money

Support is generally helpful and effective in solving issues. The biggest return on the investment has been in improving consistency and efficiency in quoting.
Sell is a wonderful addition to our quoting process. Our customers love it too.

Categories in common

iQuoteXpress logo

For sales proposals & product and pricing configuration

visit website

Features

Total

iQuoteXpress logo
Broker Briefcase P&C Edition logo

6

77

7

features in common

6

features in common

iQuoteXpress logo

iQuoteXpress user ratings

Functionality

4.7
(21)

Top features

  • Reporting & Statistics

    5.0

  • Accounting Integration

    5.0

  • Proposal Generation

    4.8

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

Pricing

Starting from

$39/month

Value for money

iQuoteXpress logo
4.8

What users say about iQuoteXpress' value for money

The reports functionality is also excellent in managing the quote/proposals in the system. The system is really user friendly and has been well worth it.
It's a user friendly software, implementation and user adaptation have been quick, easy and seamless. Post sale customer service has been outstanding.

Categories in common

EASA logo

Convert macro/VBA enabled spreadsheets into secure web apps

visit website

Features

Total

EASA logo
Broker Briefcase P&C Edition logo

6

70

7

features in common

6

features in common

EASA logo

EASA user ratings

Functionality

4.1
(14)

Top features

  • Integrations Management

    5.0

  • Drag & Drop

    5.0

  • Collaborative Development

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Guided Selling

    N/A

Pricing

Value for money

EASA logo
4.5

What users say about EASA's value for money

I am very satisfied with EASA and their whole team. From the beginning, they have been very helpful, friendly, and professional and I am very happy to continue working with them.
The ease of learning to build the "EASAPS" is what I like and what I was most surprised about.

Categories in common

Odoo  logo

Full Suite of Integrated Business Apps

visit website

Features

Total

Odoo  logo
Broker Briefcase P&C Edition logo

5

370

7

features in common

5

features in common

Odoo  logo

Odoo user ratings

Functionality

4.1
(816)

Top features

  • Shopping Cart

    5.0

  • Quotes/Estimates

    5.0

  • Customizable Templates

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Guided Selling

    N/A

  • Renewal Management

    N/A

Pricing

Starting from

$0/month

Value for money

Odoo  logo
4.0

What users say about Odoo 's value for money

Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.
We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.

Categories in common

Bitrix24 logo

100% free CRM, collaboration, and communication tool suite

visit website

Features

Total

Bitrix24 logo
Broker Briefcase P&C Edition logo

7

423

7

features in common

7

features in common

Bitrix24 logo

Bitrix24 user ratings

Functionality

4.2
(843)

Top features

  • Client Database

    5.0

  • Online Time Tracking

    5.0

  • HR Management

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • No unique features

Pricing

Starting from

$61/month

Value for money

Bitrix24 logo
4.2

What users say about Bitrix24's value for money

Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.
It endorses team collaboration and improves teamwork. It's cost-effective and I find it to be far way more affordable than some competitors.

Categories in common

Expedite Commerce logo

Managing the Buying Journey

visit website

Features

Total

Expedite Commerce logo
Broker Briefcase P&C Edition logo

7

103

7

features in common

7

features in common

Expedite Commerce logo

Expedite Commerce user ratings

Functionality

4.8
(21)

Top features

  • Quotes/Estimates

    5.0

  • Product Configurator

    5.0

  • Shopping Cart

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • No unique features

Pricing

Starting from

$30

Value for money

Expedite Commerce logo
4.6

What users say about Expedite Commerce's value for money

Support is really good and because of this tool, we do not have to have several consultants who only work on this tool fix issues. I am very pleased with the company and product overall.
They have come up with great ideas to suit our needs, help steer us in the right direction if needed.

Categories in common

Tacton CPQ logo

Tacton Trusted Configuration. Sales Made Simple for Complex

Features

Total

Tacton CPQ logo
Broker Briefcase P&C Edition logo

6

56

7

features in common

6

features in common

Tacton CPQ logo

Tacton CPQ user ratings

Functionality

4.1
(13)

Top features

  • Template Management

    5.0

  • Quotes/Estimates

    5.0

  • Product Configurator

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

Pricing

Value for money

Tacton CPQ logo
4.1

What users say about Tacton CPQ's value for money

The administration for the software is nice to use and easy to load tickets into production. The front end of the system where users are using has saved lots of time for users, and the flow is nice.
We have many complains about it from our users. Also that you can't modify it to fit specific UI needs is bad.

Categories in common

Quotient logo

Online Quoting and Proposal Software

Features

Total

Quotient logo
Broker Briefcase P&C Edition logo

5

41

7

features in common

5

features in common

Quotient logo

Quotient user ratings

Functionality

4.4
(112)

Top features

  • Templates

    5.0

  • Quotes/Estimates

    5.0

  • Proposal Generation

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

  • Self Service Portal

    N/A

Pricing

Starting from

$28/month

Value for money

Quotient logo
4.5

What users say about Quotient's value for money

I enjoyed quotient for its ability to provide beautifully laid out quotes. The best part about Quotient is everything is on the same page.
We love the clean and simplistic interface and the support has been excellent. Best of all we can get quotes out fast.

Categories in common

ASC Pricing and Quoting logo

Configure, price & quote (CPQ) for buy-side & sell-side

Features

Total

ASC Pricing and Quoting logo
Broker Briefcase P&C Edition logo

2

23

7

features in common

2

features in common

ASC Pricing and Quoting logo

ASC Pricing and Quoting user ratings

Functionality

5.0
(1)

Unique features

  • Contact Management

  • Template Management

  • Client Portal

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Price and Cost Calculations

  • Approval Workflow

  • Guided Selling

Categories in common

Zilliant logo

AI-powered pricing and sales solution

Features

Total

Zilliant logo
Broker Briefcase P&C Edition logo

3

40

7

features in common

3

features in common

Zilliant logo

Zilliant user ratings

Functionality

4.0
(1)

Unique features

  • Competitor Price Tracking

  • Workflow Management

  • Scenario Planning

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

  • Approval Workflow

  • Product Configurator

Categories in common

3D Spark logo

Cloud-based 3D CAD software

Features

Total

3D Spark logo
Broker Briefcase P&C Edition logo

1

25

7

features in common

1

features in common

3D Spark logo

3D Spark user ratings

Functionality

4.0
(1)

Unique features

  • Customizable Branding

  • Supplier Management

  • Proposal Generation

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Price and Cost Calculations

  • Self Service Portal

  • Approval Workflow

Categories in common

quotadoo logo

Quoting software with catalog creation

Features

Total

quotadoo logo
Broker Briefcase P&C Edition logo

3

18

7

features in common

3

features in common

quotadoo logo

quotadoo user ratings

Functionality

5.0
(2)

Unique features

  • Activity Dashboard

  • Discount Management

  • Customizable Branding

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

  • Approval Workflow

  • Guided Selling

Categories in common

Blue Note Systems logo

CRM software to manage leads, sales, quotes & campaigns

Features

Total

Blue Note Systems logo
Broker Briefcase P&C Edition logo

1

43

7

features in common

1

features in common

Blue Note Systems logo

Blue Note Systems user ratings

Functionality

5.0
(3)

Top features

  • Task Management

    5.0

  • Reporting/Analytics

    5.0

  • Quotes/Estimates

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Price and Cost Calculations

    N/A

  • Self Service Portal

    N/A

  • Approval Workflow

    N/A

Categories in common

QuoteCloud logo

QuoteCloud: Where Quotes Soar, Business Thrives!

Features

Total

QuoteCloud logo
Broker Briefcase P&C Edition logo

3

46

7

features in common

3

features in common

QuoteCloud logo

QuoteCloud user ratings

Functionality

4.1
(29)

Top features

  • Templates

    4.8

  • Customizable Branding

    4.3

  • Quotes/Estimates

    4.2

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

  • Guided Selling

    N/A

  • Product Configurator

    N/A

Pricing

Starting from

$38.95/month

Value for money

QuoteCloud logo
4.1

What users say about QuoteCloud's value for money

The software is easy to implement and use, the product catalogue all categorised is perhaps the best feature , allowing a photo to be included alongside the product and all saved for future use.
The client service was quick and effective and getting going was quick and easy. Definitely a pleasant experience.

Categories in common

Smart Part Number Quoter logo

Cloud-based quoting platform

Features

Total

Smart Part Number Quoter logo
Broker Briefcase P&C Edition logo

5

23

7

features in common

5

features in common

Smart Part Number Quoter logo

Smart Part Number Quoter user ratings

Functionality

5.0
(1)

Top features

  • Quotes/Estimates

    5.0

  • Product Configurator

    5.0

  • Price and Cost Calculations

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Approval Workflow

    N/A

  • Renewal Management

    N/A

Categories in common

EBMS logo

ERP Software to manage sales, inventory, labor, & financials

Features

Total

EBMS logo
Broker Briefcase P&C Edition logo

4

179

7

features in common

4

features in common

EBMS logo

EBMS user ratings

Functionality

5.0
(5)

Top features

  • Financial Reporting

    5.0

  • Financial Management

    5.0

  • Bank Reconciliation

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

  • Approval Workflow

    N/A

  • Guided Selling

    N/A

Categories in common

COVALYZE logo

Strategic procurement software

Features

Total

COVALYZE logo
Broker Briefcase P&C Edition logo

3

11

7

features in common

3

features in common

COVALYZE logo

COVALYZE user ratings

Functionality

4.5
(6)

Unique features

  • Cataloging/Categorization

    4.0

  • Bills of Material

    N/A

  • Visual Configuration

    N/A

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

  • Approval Workflow

    N/A

  • Guided Selling

    N/A

Categories in common

ShopXpert logo

A simple and powerful ERP Software for your Business

Features

Total

ShopXpert logo
Broker Briefcase P&C Edition logo

4

60

7

features in common

4

features in common

ShopXpert logo

ShopXpert user ratings

Functionality

5.0
(6)

Top features

  • Quality Control

    5.0

  • Quotes/Estimates

    5.0

  • Order Management

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

  • Guided Selling

    N/A

  • Product Configurator

    N/A

Categories in common

Sofon Guided Selling logo

Guided Selling Software

Features

Total

Sofon Guided Selling logo
Broker Briefcase P&C Edition logo

7

60

7

features in common

7

features in common

Sofon Guided Selling logo

Sofon Guided Selling user ratings

Functionality

3.0
(26)

Unique features

  • Commercial/Industrial

  • Sales Forecasting

  • Territory Management

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • No unique features

Pricing

Starting from

$30,000

Value for money

Sofon Guided Selling logo
4.0

What users say about Sofon Guided Selling's value for money

In the past, errors could easily slip into quotations and into production. With Sofon, mistakes can no longer be made.
The good thing about Sofon is that we can take care of adjustments directly ourselves. Model building, maintenance and management are user-friendly.

Categories in common

Planview AdaptiveWork logo

Enterprise Work and Project Portfolio Management Solution

Features

Total

Planview AdaptiveWork logo
Broker Briefcase P&C Edition logo

1

98

7

features in common

1

features in common

Planview AdaptiveWork logo

Planview AdaptiveWork user ratings

Functionality

4.3
(174)

Top features

  • Project Tracking

    5.0

  • Document Management

    5.0

  • Collaboration Tools

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Price and Cost Calculations

    N/A

  • Self Service Portal

    N/A

  • Approval Workflow

    N/A

Pricing

Starting from

$45/month

Value for money

Planview AdaptiveWork logo
4.1

What users say about Planview AdaptiveWork's value for money

Can be a pain in the ass to configure when the application need to so specific for your organization.
Ability to use for multiple solutions in addition to Agile Project Management. I've been in the business for over 30 years and Clarizen Customer Care in the best I've experienced in a very long time.

Categories in common

CanvasLogic logo

Interactive AR Product Configurator, 3D Visualization tool.

Features

Total

CanvasLogic logo
Broker Briefcase P&C Edition logo

3

23

7

features in common

3

features in common

CanvasLogic logo

CanvasLogic user ratings

Functionality

5.0
(2)

Top features

  • Rule-based Configuration

    5.0

  • Real-time Product Visualizations

    5.0

  • Quotes/Estimates

    5.0

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Renewal Management

    N/A

  • Approval Workflow

    N/A

  • Guided Selling

    N/A

Categories in common

Planview ChangePoint logo

Professional services automation software for PSOs and ESOs

Features

Total

Planview ChangePoint logo
Broker Briefcase P&C Edition logo

1

41

7

features in common

1

features in common

Planview ChangePoint logo

Planview ChangePoint user ratings

Functionality

4.4
(15)

Unique features

  • Billing & Invoicing

    5.0

  • Time & Expense Tracking

    N/A

  • Billable Items Tracking

    N/A

Broker Briefcase P&C Edition logo

Broker Briefcase P&C Edition user ratings

Functionality

Unique features

  • Price and Cost Calculations

    N/A

  • Self Service Portal

    N/A

  • Approval Workflow

    N/A

Pricing

Value for money

Planview ChangePoint logo
4.2

What users say about Planview ChangePoint's value for money