Name: ToolQuote
Author: JDL Technical Services

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Innovation Management

Kubernetes Monitoring

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Diagramming

Enhanced 911 (E911)

Interactive Voice Response (IVR)

Project Portfolio Management

Supply Chain Management

Enterprise

Accounting

CTRM

Corporate Performance Management (CPM)

Cryptocurrency Mining

Online Trading

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Cloud Storage

Disaster Recovery as a Service (DRaaS)

Enterprise Flash Array Storage

Fraud Detection

IT Asset Management

In-Memory Databases

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Phishing Detection and Response

SIP Trunking

System Monitoring

Traffic Switching

Unified Endpoint Management (UEM)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Reference Management

Digital Signage

Email Deliverability

Email Management

Email Marketing

Headless CMS

Marketing Automation

Online Reputation Management

Retail Media Advertising

SMS Marketing

Social Media Management

Social Media Publishing

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Field Service Management

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Intrusion Detection

Security

Building Information Modeling (BIM)

Construction Management

Homeowner's Association (HOA) Management

Law Practice Management

Legal Billing

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

QuoteWerks

Aspire Technologies, Inc.

Salesforce Revenue Cloud

Salesforce

Conga CPQ

Conga

ConnectWise CPQ

ConnectWise

Oracle CPQ

Oracle

DealHub.io

SAP CPQ

Experlogix CPQ (with e-Con CPQ)

Experlogix

IBM Sterling Configure, Price, Quote

ToolQuote is a mold quoting software that helps the user put together quotes quickly, from JDL Technical Services in Comber, Ontario.  ToolQuote is customizable to the way users quote tools currently.  All quotes are added to a database and the user will be able to search & compare similar tools done previously.  Its graphic interface automatically creates a visualization of the tool layout in plan and side view.

QuoteWerks Standard Edition

QuoteWerks Professional Edition

QuoteWerks Corporate Edition

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

PandaDoc

ToolQuote

Price Quoting/Configuration software (CPQ) is designed to optimize sales processes such as configuration, opportunity management, bid and quote generation, and order confirmation.

JDL Technical Services

Features related to configuring and pricing products and delivering quotes to customers.

Quote sharing/sending

Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.

Credit approvals

Allows customers to input credit information, which can be checked and approved or declined. Credit score may factor into the quote.

E-signature

Includes electronic signature functionality so that proposals can be approved and signed digitally.

Product configuration

Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

Configuration options

Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

Pricing rules

Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.

Price adjustment

Sales users can adjust or override prices, based on coupons, discounts, markups, etc.

Purchase history and open contracts

Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.

Guided selling/Sales portal

Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

Self-service CPQ

Includes an interface for customers to select product options and generate their own quotes; this is particularly relevant to eCommerce.

CPQ reporting & analytics

Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

Proposals

Allows users to generate/automate sales proposals.

Excel integration

Integrates with Excel so that quotes can be generated on spreadsheets using underlying CPQ rules.

CPQ-CRM integration

Integrates to the company’s CRM to update the customer record.

Attachments to quotes

PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

Renewal management

Includes features for managing renewals and recurring (subscription) payments.

Order capturing

Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

CPQ Software

ToolQuote

Overview

What is ToolQuote?