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Quote2Profit Review

2

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.5
Sales, Quote Management

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Description of Quote2Profit

Quote2Profit is an online quoting software.

Reviews

Global ratings 2
  • 5
    1
  • 4
    1
  • 3
    0
  • 2
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  • 1
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Type of review

Revainrating 4 out of 5

Great app- great platform and easy user interface

I like that this has features such as time tracking, task management etc. It also allows me to track my expenses for each job or client which helps when billing clients later down the line!I dislike how it takes up so much space in your documents folder & you need more than one file open at once because if closes by itself!! If anything could be improved please do get back to us. We use quote 2 profit mainly due to its ability to have multiple users access quotes with no problem - we are able…

Pros
  • Easy way keep records
  • Can work from home without missing important jobs / information
  • Abilityto upload pictures easily into quotations (it is especially helpfulif using an iPad)
  • Good support system within their website.
  • Very easy user interface/easy learning curve
Cons
  • The software does not run smoothly sometimes even while just closing quotation windows.
  • Occasionally crashes

Revainrating 5 out of 5

Great tool helps save valuable hours each day

The ease of use, it's fast to set up with your own business information! I wish there was more customization options for my product descriptions so that they matched exactly what our customers were requesting in their quotes (i did not know you could do this). It has been great having quick access from anywhere via mobile or desktop devices as we are able to get pricing right away without stopping production/customer service calls when using traditional methods like excel spreadsheets etc. We…

Pros
  • Great customer care support team available 24 hrs 7 days per week through phone call AND email contact channels; ) Easy setup process requiring very little IT knowledge required but still allowing full configuration flexibility including advanced user role management capabilities)
  • Very well integrated directly wth popular financials software packages eg Microsoft Excel + VBA Macros)Easy interface allows data entry across several fields simultaneously making quoting much quicker,
  • Ease accessing multiple prices easily accessed quickly while viewing an individual item page