Quote2Profit Features

Quote2Profit

Cloud-based quoting solution

4.67/5 (3 reviews)

Quote2Profit Feature Summary

  • 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

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Quote2Profit Feature Reviews

3 reviewers had the following to say about Quote2Profit's features:

Willem Groenewald

Great software for any size business

2017-05-11

Pros

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.

Cons

Set-up took a bit long but once all the information is captured you don't have to add missing fields in later.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris Lombard

Knowing your profit

2017-04-13

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.

Pros

Knowing profit margins

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Johan Mentz

So simple to use!

2017-04-14

It gives me all I need to be mobile and I love the profit "warner".

Pros

So simple and complete.

Cons

Cannot wait for there multi user release

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more