SoftQuote

SoftQuote is software as a service (SaaS) that enables businesses to quickly create estimates and quotes for customers and automates their workflow. Businesses can deliver more quotes in less time by using SoftQuote.

Features

  • Secure web-based access
  • Bootstrap responsive mobile interface
  • Assignable user access levels
  • Define multiple ship-to locations and multiple contacts per customer
  • Define customer approval workflow by person and by budget thresholds
  • Supports multiple companies if you do business under multiple company names
  • Customizable sales tax rates
  • Customer portal for fully electronic customer approval
  • PDF generation of quote
  • Automated email notification to customer, approvers, and billing department
  • Calculates totals and taxes automatically
  • Supports unlimited products, services, customers, and users
  • SOC 1 and SOC 2 audited on an annual basis
  • Flexible pricing

Contact us today for a demo of SoftQuote >