Name: Neat Quotes
Price: 995 USD
Author: Layton Technology

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Text Editors

Development

Business Intelligence (BI)

Collaboration

Desktop Publishing

Diagramming

Interactive Voice Response (IVR)

Meeting Management

Operational Analytics

Project Portfolio Management

Enterprise

Accounting

Blockchain Payments

Cryptocurrency Mining

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Archiving

Cloud Storage

Continuous Delivery

Data Fabric

Endpoint Encryption

Enterprise Backup

File Sync and Share

Firewall

Fraud Detection

IT Service Management (ITSM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Network Traffic Analysis (NTA)

Network Virtualization

Phishing Detection and Response

Virtual Desktop Infrastructure (VDI)

Voice Recognition

Web Application Firewalls

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Business Card Scanning

Content Management

Digital Experience Platforms (DXP)

Email Marketing

Graphics

Location Intelligence

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Operational Technology (OT) Security

Security

Auto Repair

Camp Management

HIPAA Compliance

Homeowner's Association (HOA) Management

Legal Research

Municipal

Trucking Software

Vertical-Specific

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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.

Basic

Populr is a self publishing platform which enables users to publish a single web page in just a few minutes. The company was acquired by Kindful in 2015, and later Kindful was acquired by Bloomerang in January, 2021.

Free

Team

Populr

SOLO

TEAM

ADVANCED

Attach

Neat Quotes

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Layton Technology

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