Neat Quotes

Neat Quotes is a sales quotation software designed to assist sales teams in efficiently managing prospects and generating fast, accurate quotations. According to the vendor, this tool is suitable for organizations of all sizes, from small businesses to large enterprises. Sales teams, business development teams, marketing teams, service-based industries, and manufacturing industries can all potentially benefit from the streamlined sales process and improved productivity claimed by Neat Quotes.

Key Features

Custom Branding: Neat Quotes allows users to easily incorporate their own branding into the application. Users can add their company logo and favicon, customize the workflow, and select icons, colors, and styles to align with their brand, as per the vendor's claims.

Built-in Email: Neat Quotes provides a built-in email feature, eliminating the need for external email services. According to the vendor, incoming sales emails are automatically routed into Neat Quotes and assigned to the relevant sales agent. Sales team responses can also be handled directly through the system.

Powerful Form Builder: Neat Quotes offers a drag and drop form builder that enables users to create custom forms for their website or sales cycle. Users can insert dropdowns, input fields, text areas, radios, checkboxes, backgrounds, titles, images, and more, according to the vendor.

Live Sales Feed: Users can access real-time sales tracking from any screen in Neat Quotes. The live sales feed provides immediate notifications for activities such as received emails, viewed or accepted quotes, new instant messages, and new web form entries, as claimed by the vendor.

Multiple Roles: Neat Quotes allows users to create different user types, such as admin, sales manager, and sales agent. Admins and sales managers have the ability to regulate the workflow and oversee sales agent activity, according to the vendor.

Pipeline Overview: All quotes and contacts in Neat Quotes are organized into statuses based on the most recent actions with the contact. The dashboard and global views provide a complete overview of the sales cycle on one screen, as per the vendor's claims.

Product Catalog: Users can include their product database in Neat Quotes for quick and easy quoting. They can add descriptions, images, specifications, prices, currencies, and SKU's. Sales reps have access to all product information while creating quotes, according to the vendor.

Dynamic Quotes: Neat Quotes allows users to customize the quote information for their agents or let them do it on the fly. Users can upsell customers by offering options or recommended products. Contacts can message or accept the quote online, as claimed by the vendor.

Complete Sales History: Neat Quotes tracks all activity with contacts and quotes, providing a comprehensive sales history. From new leads coming in on web form entries to sending emails or quotes, all interactions are automatically recorded in one convenient access point, according to the vendor.

Smart Web Forms: Users can create their own web forms within Neat Quotes. They can customize the information they need from leads and easily embed the form on their website to capture new leads for their company, as per the vendor's claims.