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NiftyQuoter

NiftyQuoter

Overview

What is NiftyQuoter?

NiftyQuoter is a sales proposal automation software solution offered by NiftyQuoter.

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Recent Reviews

TrustRadius Insights

Users have found the NiftyQuoter system to be a valuable tool for optimizing their proposal process and enhancing customer interactions. …
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Pricing

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Freelancer

$29.00

Cloud
per month

Team

$39.00

Cloud
per month

Business

$89.00

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is NiftyQuoter?

NiftyQuoter Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(4)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found the NiftyQuoter system to be a valuable tool for optimizing their proposal process and enhancing customer interactions. With its practicality and simplicity of use, the system facilitates online negotiation and acceptance, ultimately leading to time and cost savings for companies. The ability to effectively follow up on proposals and contracts has been highly appreciated by users, enabling more efficient negotiations based on customer response times. Additionally, the software's customizable proposal templates, saved in PDF format with various themes, have been commended for creating visually appealing and professional proposals.

Customers have reported that using NiftyQuoter has made their company more agile in the market, delivering clear and solid proposals while eliminating mistakes and outdated controls in the proposal generation process. The software's tracking capabilities, review history functionality, and ease of searching for specific parameters have been valued by users. The integration with CRM systems has also streamlined the process of sending quotes while communicating with prospects. By leveraging NiftyQuoter, users have been able to write offers and send proposals quickly, allowing them to efficiently handle multiple tasks.

While the software's effectiveness in increasing proposal submissions has been widely acknowledged, some users found the online signing and analytics features to be less useful. Nonetheless, NiftyQuoter continues to be widely used in sales departments for creating visually appealing and standardized proposals, tracking quote activity, and facilitating communication with prospective clients. Prior to using this software, users faced challenges in tracking quote activity; however, NiftyQuoter has provided a solution for monitoring customer engagement and guiding follow-up actions. Despite some suggestions for improvements in document formatting and additional formatting options, overall user satisfaction with the software implementation remains high.

Intuitive and Easy to Use: Several users have found the system to be intuitive and easy to use. They have mentioned that once a basic template is set up, quotes can be created in minutes. This user-friendly interface likely contributes to a smooth and efficient workflow.

Better Visibility and Tracking: Many reviewers appreciate the ability to monitor the progress of quotes and receive notifications about the activity of each quote. This feature allows for better visibility and tracking, ensuring that nothing falls through the cracks during the sales process.

Cost Benefit: Multiple users have highlighted the great cost benefit provided by using this software. They specifically mentioned savings in paper and shipping costs, which can add up significantly over time. This cost-effective solution likely appeals to budget-conscious businesses.

Lack of Templates and Designs: Some users have expressed dissatisfaction with the limited number of templates and designs available in the software. They feel that more options for inspiration would be beneficial in creating visually appealing proposals.

Complex Creation Steps: Several reviewers have found the process of generating a proposal to be too complicated. They suggest simplifying the creation steps to make it easier and more intuitive for users.

Difficulties with Software Functionality and Usability: Users have reported difficulties with understanding and using the software, describing it as non-functional and challenging to navigate. Many users mention that their employees often face difficulties and require assistance when using the software.

Attribute Ratings

Reviews

(1-2 of 2)
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Gregory Palenschat | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use NiftyQuoter to create quotes and track who views them or downloads them. It is mainly used by our sales and estimating teams. The problems we had before NiftyQuoter was tracking the quote activity to see if the customer received it, viewed it, and downloaded it. That way we know the best way to proceed with the follow-up that needs to take place.
  • Creating of quotes is super easy and very user friendly.
  • Having all of our teams able to view and edit the quote as needed.
  • Being able to track when a client has viewed or downloaded the quote is an essential part of our business and NiftyQuoter does and excellent job of this.
  • I personally wish there was a function to switch from a military time to a regular time like most people would use.
  • I think that it could be more clear to the client as to where they need to go to accept the quote. Often times I will get calls saying they do not see an accept the quote option available.
  • NiftyQuoter has a hard time for some reason remembering your password. It seems most of the time I have to manually type my email and password in and I wish it would just remember that for me.
NiftyQuoter is so simple to use that when we have a new employee it is not difficult to train them ow to creat quotes. I also think that most customers appreciate the ease of navigating in NiftyQuoter. If you are pumping out between 25-50 quotes per week it is super easy to track them all as well.
Proposal Creation & Organization (5)
82%
8.2
Proposal branding
80%
8.0
Proposal templates
90%
9.0
Proposal content library updates
80%
8.0
Guided proposal creation
70%
7.0
Searchable proposal database
90%
9.0
Proposal Collaboration & Workflow (5)
82%
8.2
RFP management & response
80%
8.0
Proposal collaboration & approval
60%
6.0
User permissions/proposal editing controls
100%
10.0
Sales proposal workflow
100%
10.0
Proposal automation user interface
70%
7.0
Proposal Delivery (3)
90%
9.0
Proposal distribution
90%
9.0
Interactive proposals
90%
9.0
Proposal content tracking
90%
9.0
  • I think overall it has had a major positive impact on our team. We can easily create, and track proposals
  • We have seen an uptick of thankful clients that feel this is very easy to navigate.
  • Only down side or negative thing I can think of is that this software does not keep you logged even if you have used it multiple times in a day.
NiftyQuoter (as I said above) is vastly superior in creating, tracking, and ease of approving quotes.
Anytime we have had any issues there team is very quick to respond and helo us through any issues that may arise. This is quite unique as much other software that we use if we end up needing assistance we either have to wait days/weeks for an answer or we outright get no answers from them.
This Software is so easy to use we can typically train people on how to use the basics within an hour or two. Some of the more unique features will take longer but all in all, it is super user-friendly and I have heard very little otherwise from our team. I will say for me personally it is a truly great software that makes my work way easier than it would be without it.
Pablo Povarchik | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use NiftyQuoter in our sales department to provide visually appealing proposals to our prospective clients, who find it easy to review, discuss, share and approve (or reject) our quotations.
  • Is easy to create new proposals with templates, themes & modules based approach.
  • It provides us data about what is happening on the client's side. When they reviewed our proposal, how many times, and who they shared it with.
  • Provides good integration with many other apps, which help us save time.
  • Designing new templates is somehow difficult.
  • The user interface could be more intuitive and visually appealing.
  • Lacks a way to organize (grouping for example) sent proposals.
We use NiftyQuoter with both small companies as well as large corporations. However, it wouldn't be that useful for transactional-like sales because it takes time to create each proposal.
Proposal Creation & Organization (4)
75%
7.5
Proposal branding
30%
3.0
Proposal templates
90%
9.0
Proposal content library updates
90%
9.0
Searchable proposal database
90%
9.0
Proposal Collaboration & Workflow (3)
70%
7.0
Proposal collaboration & approval
50%
5.0
User permissions/proposal editing controls
80%
8.0
Proposal automation user interface
80%
8.0
Proposal Delivery (2)
90%
9.0
Proposal distribution
90%
9.0
Interactive proposals
90%
9.0
  • Our proposals approval ratio increased by 30% since we started using NiftyQuoter.
  • It is slightly more time-consuming than I would have expected.
We used QuoteRoller and PandaDoc for some time before moving to NiftyQuoter. The difference in results, interface intuitiveness, and time saved was what made NiftyQuoter stick.
Yes
We tried PandaDoc and Quote Roller before switching to NiftyQuoter. We were impressed by its simplicity, and then by the fact that our approval ratio jumped by a 30%.
  • Product Features
  • Product Usability
Product Features. Is easy to use, has multiple features like themes and templates, and integration with many apps that we were already using, making our life a hell of a lot easier.
I wish I knew about NiftyQuoter before trying other options, it would have saved us time and help us grow our business faster.
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