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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
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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)

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
October 15, 2020

The best and most user friendly proposal software I have ever used!

Gregory Palenschat | TrustRadius Reviewer
Gregory Palenschat
Product Consultant
North Star Surfaces, LLC. (Building Materials, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
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.
NiftyQuoter Feature Ratings
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
Return on Investment
  • 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.
Alternatives Considered
NiftyQuoter (as I said above) is vastly superior in creating, tracking, and ease of approving quotes.
Support Rating
10
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.
Usability
10
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.
Other Software Used
October 09, 2017

Our proposal approval ratio jumped by a 30% after implementing NiftyQuoter.

Pablo Povarchik | TrustRadius Reviewer
Pablo Povarchik
CEO & Co-founder
wOw Prezi - Prezi Design and Training (Design, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
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.
NiftyQuoter Feature Ratings
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
Return on Investment
  • Our proposals approval ratio increased by 30% since we started using NiftyQuoter.
  • It is slightly more time-consuming than I would have expected.
Alternatives Considered
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.
Other Software Used
Products Replaced
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%.
Key Differentiators
  • 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.
Evaluation Lessons Learned
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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