AutoQuote

AutoQuote

Dean Infotech
+
+

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About

AutoQuote is a powerful HubSpot-integrated tool designed to automate quote creation when deals progress through different stages. With an intuitive drag-and-drop interface, users can seamlessly generate, review, and edit quotes, ensuring a smoother sales workflow. By eliminating manual effort, AutoQuote streamlines the sales process, increases efficiency, and accelerates deal closures. Key Features 💠Automated Quote Creation – Instantly generates quotes when a deal moves stages, reducing manual effort. 💠Drag-and-Drop Functionality – Easily create and manage quotes directly from the deal stage with a simple drag-and-drop action. 💠Side Card View – Enables one-click quote generation without leaving the deal page. 💠Quick & Easy Configuration – Set up predefined templates for faster and more accurate quotes. 💠Seamless HubSpot Integration – Works directly within HubSpot CRM for a smooth and uninterrupted experience. 💠Faster Deal Closures – Automates and the quoting process

About

DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses using HubSpot CRM that want to automate and streamline their quote creation process to improve sales efficiency and accuracy

Audience

To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$29 / month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.7 / 5
ease 4.8 / 5
features 4.6 / 5
design 4.8 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Dean Infotech
Founded: 2012
India
www.deaninfotech.com

Company Information

DocSales
Founded: 2019
United States
www.docsales.com

Alternatives

Alternatives

Sign.Plus

Sign.Plus

Alohi
Quote Roller

Quote Roller

PandaDoc
Quoter

Quoter

Quoter Software

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation Features

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Sales Acceleration Features

Campaign Management
CPQ
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Integrations

HubSpot CRM
HubSpot Customer Platform
Chargebee
Close
Google Docs
HubSpot Sales Hub
Pipedrive
Salesforce
Stripe

Integrations

HubSpot CRM
HubSpot Customer Platform
Chargebee
Close
Google Docs
HubSpot Sales Hub
Pipedrive
Salesforce
Stripe
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