Quote2Profit Pricing, Features, Reviews & Comparison of Alternatives

Quote2Profit

Cloud-based quoting solution

4.67/5 (3 reviews)

Quote2Profit overview

Quote2Profit is a cloud-based quoting system that offers SMBs a single and centralized platform from which to create quotes online as well as track the status of quotes, invoices and payments. Incorporating professional quotes, an automatic pricing editor and intelligent dashboard, Quote2Profit aims to deliver a simple online quoting solution.

In order to manage quotes effectively, Quote2Profit equips users with the tools to capture client details, add line items to quotes and send custom quotes easily. As a cloud-based system, Quote2Profit affords users the flexibility to create and send quotes to customers via any internet-enabled tablet, desktop or laptop device. Besides quote creation, Quote2Profit allows users to track the status of paid, viewed and overdue quotes. By facilitating tracking features, Quote2Profit ensures users know exactly when to expect money in their bank account.

To enhance user productivity, Quote2Profit employs drop down fields, an automatic pricing editor and invoice duplication functionality. Utilizing drop down fields, Quote2Profit enables users to capture data quickly and efficiently. Meanwhile, with Quote2Profit’s automatic pricing editor, users can calculate product or service profit margin simply and accurately.

Users can also track their quote to invoice conversion conveniently by checking the monthly profit target percentage conveniently from the Quote2Profit dashboard gauge. Since users can view important information and statistics at a glance from their activity dashboard, Quote2Profit permits users to gain actionable and valuable insight into their business performance.
quote2profit.com

Pricing

Starting from
$9/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, United Kingdom

Supported languages

English
Quote2Profit screenshot: Edit products or line itemQuote2Profit screenshot: Access Quote2Profit on different devices Quote2Profit screenshot: Track business performance using intelligent dashboardQuote2Profit screenshot: Add or edit quote detailsQuote2Profit screenshot: Create, duplicate & email quotes & invoicesQuote2Profit screenshot: Generate branded quotes

Quote2Profit reviews

Excellent
2

Very good
1

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  5.0
  4.3
  4.7
  4.7
Willem Groenewald

Great software for any size business

Used daily for less than 6 months
Reviewed 2017-05-11
Review Source: Capterra

The gross profit margin calculator is a great help for those who do not have an in-depth knowledge of finance. The dashboard is great, all the most important info is right there. You also know how many quotes you have sent out and how many have been converted into invoices - meaning money. using the app is easy to understand and use.

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Johan Mentz

So simple to use!

Reviewed 2017-04-14
Review Source: Capterra

I have started using this product and it certainly is one of the easiest products I have used. It gives me all I need to be mobile and I love the profit "warner". Its a first. So simple and complete.

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Chris Lombard

Knowing your profit

Used weekly for less than 6 months
Reviewed 2017-04-13
Review Source: Capterra

With quote2profit I can immediately see how much money I will be making on each quote. This is one of the best features ever, I normally tend to under quote, this is something of the past. The Dashboard also helps me to know how far I am from my monthly target. Knowing profit margins

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Quote2Profit pricing

Starting from
$9/month
Pricing options
Free trial
Subscription
View Pricing Plans

Quote2Profit offers a standard pricing package: $9 per user/month (billed annually or as $11/month billed monthly).

Quote2Profit features

Activity Dashboard

API (131 other apps)
Activity Tracking (56 other apps)
Automatic Notifications (47 other apps)
CRM Integration (110 other apps)
Collaboration Tools (46 other apps)
Contact Database (49 other apps)
Customizable Templates (43 other apps)
Data Import/Export (40 other apps)
Email Integration (46 other apps)
Lead Capture (41 other apps)
Lead Management (42 other apps)
Monitoring (45 other apps)
Real Time Data (54 other apps)
Reporting & Statistics (43 other apps)
Sales Analytics (49 other apps)
Sales Reporting (53 other apps)
Sales Tracking (44 other apps)
Search Functionality (49 other apps)
Third Party Integration (73 other apps)

Additional information for Quote2Profit

Key features of Quote2Profit

  • Automatic pricing editor
  • Guided sellings
  • Renewal management
  • Quote management
  • Quotation management
  • Intelligent dashboard
  • Customizable branding
  • Quote to invoice conversion
  • Multi-currency
  • Contact management
  • Customer accounts
  • Forms creation
  • Pricing management
  • Proposal management
  • Estimating
  • Catalog management
  • Drop down fields
  • Data capture
  • Duplicate quotes & invoices
  • Send invoices
  • Tracking features
  • Status tracking
  • Customer management
  • Edit line items
  • Business performance management
  • Custom pricing options
View All Features

Benefits

Quote2Profit operates as a cloud-based system, affording users the flexibility to create and track quotes at any time from any location.

Quote2Profit's intelligent dashboard grants users quick and central access to actionable information.

Via an automatic pricing editor, Quote2Profit helps users to calculate the profit of selling a product or service simply and accurately.

Quote2Profit facilitates tracking technology, allowing users to track the status of quotes, invoices and payments efficiently.

Quote2Profit utilizes drop down fields, enabling users to capture customer data quickly and easily.