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800 Review
46 Karma

Review on Configit Quote by Cameron Aleman

Revainrating 5 out of 5

Quickly put together professional looking quotes

The best feature is the ability to set up profiles and then use them to create a package quickly. The layout of the quote is a little confusing. It takes a little while to get used to how it looks. I've been able to create a package quickly using the profile feature. I am able to do this using quote templates and profiles. I am able to create a package quickly and then edit it to fit my needs. The customer support has been very helpful and quick to respond to our questions. They are always willing to help us out with any issues we have. I would like to see a little more customization of the quote itself as well as some more options for add-ons. As it stands now I think it is fairly limited in terms of customization. We have been able to streamline our sales process and reduce manual entry errors with Configit Quote.

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Pros
  • What's great about configIT quotes, if you want one template that serves all purposes or need different types / lengths etc.you can build your system around just these products without being forced into changing formats! This also makes managing quotations much easier from within SFDC than trying each product separately via API so easy too manage when quoting over
Cons
  • Zero