Name: NiftyQuoter
Price: 29 USD
Rating: 10 (4 reviews)
Author: NiftyQuoter

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Proposal Management and Production System (PMAPS)

Proposal Software

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.

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has made their company more agile in the market, delivering clear and solid proposals while eliminating mistakes and outdated controls in the proposal generation process.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.

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

Freelancer

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Silver

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Jotform

QuoteWerks Standard Edition

QuoteWerks Professional Edition

QuoteWerks Corporate Edition

QuoteWerks

NiftyQuoter

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

Likelihood to Recommend

Usability

Support Rating

Proposal Creation & Organization

Proposal Collaboration & Workflow

Proposal Delivery

Proposal branding

Proposal templates

Proposal content library updates

Guided proposal creation

Searchable proposal database

RFP management & response

Proposal collaboration & approval

User permissions/proposal editing controls

Sales proposal workflow

Proposal automation user interface

Proposal distribution

Interactive proposals

Proposal content tracking

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Allows users to create branding rules and/or scan proposals for brand compliance.

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Users can update saved proposal language and standard proposal content.

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Proposals are organized in a central repository; users can easily locate proposals within the database.

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

Proposals can be created based on RFPs received.

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

User interface for setting up proposal automation is user friendly and easy to navigate.

Features related to the distribution of proposals to clients and client interactions with proposals.

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

Product Consultant

NiftyQuoter 2020-09-29 09:55:32

Quote Roller (discontinued)

CEO & Co-founder

NiftyQuoter 2017-10-06 18:31:18

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

New templates

User interface

Visually appealing

Hard time

Easy to create

Good integration

User friendly

View and edit

Home

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.

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.

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.

Our proposals approval ratio increased by 30% since we started using NiftyQuoter.
It is slightly more time-consuming than I would have expected.

I wish I knew about NiftyQuoter before trying other options, it would have saved us time and help us grow our business faster.

NiftyQuoter

Overview

What is NiftyQuoter?