TrustRadius Insights for QuoteSoft are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Autosave Feature: Several users have found the autosave feature to be beneficial as it allows them to work without worrying about losing their progress. They appreciate the peace of mind that comes with knowing their work is automatically saved.
Ease of Use and Competitive Pricing: Many reviewers have mentioned that the software is fairly easy to use, even for those who are not tech-savvy. The user-friendly interface and intuitive design make it accessible for all types of users. Additionally, customers have praised the competitive pricing for labor, which makes it a cost-effective solution for estimating projects.
Improved Takeoff Process: A significant number of users expressed amazement at how the software has greatly improved their takeoff process. They highlight features such as the ability to color code and accurately count fixtures, pipes, and fittings. This functionality streamlines the estimation process and ensures accuracy in material quantities. Users also appreciate being able to confidently submit orders to suppliers without fear of missing anything due to comprehensive takeoff capabilities provided by the software.
QuoteSoft is a simple business quotation solution. You can either create a chart from start or import one from AutoCAD. The software is useful for automating tasks that save a lot of time.
Pros
Importing material list from AutoCAD and other tools
Lightweight software for all system
Easy to Learn and understand
Cons
It takes a while to setup the software
Needed a specialist to work on the software
Likelihood to Recommend
QuoteSoft is used for quantity takeoff, marking up duct drawings for modifications, and importing and exporting material lists. It is also ideal for making on-the-fly modifications to ducts, seams, and fittings during takeoff.
We are using quotesoft for HVAC estimating and material takeoffs. Myself and our estimating team are doing full project quotes for plan spec and design build jobs with the software. It addresses the huge amount of time spent doing traditional material takeoff and quotes to prepare proper bids and estimates. We spend 95% of it in the sheet metal HVAC but it also allows for piping module for wet side and plumbing takeoff. It is saving mass amounts of time in the estimating process and allowing us to turn bids over more quickly and accurately.
Pros
Once you're over the learning curve, it's fantastic at getting accurate material takeoff. Because one is working off the real PDF prints of the project, it's very easy to get a good material list and takeoff.
Excellent for giving options of transitions and allowing the user to account for the actual 3rd dimension of the project by being able to click and add the sections needed to transition between floors.
The speed in which the user is able to takeoff is so much faster than traditional methods, and more accurate and easier to use than the other options on the market. Prints out great reports showing materials and hours, and lets you color code the systems while estimating so you know you aren't duplicating efforts.
Very flexible as far as how it adjusts for your desired estimate. You can identify per floor, side of the building, system, etc.
Allows for fast on the fly adjustments of sizes, materials and types of transitions with ductwork.
Cons
I'd prefer an 'all in one' as opposed to modules. I believe it's offered in that fashion but it was a touch more expensive. I was able to negotiate a footage takeoff tool for piping, to make it easier and more economical to our specific use, which is 95% dry side hvac estimating.
Would be great if it could be preloaded with Smacna or MCA factors for labor, and also would be great if there was a faster way to update material costs. You do need to stay on top of your material factors and make adjustments per the price of steel and other consumables. The industry has been stable lately, but if for some reason you were lax in updating labor and material factors, you could be off on the estimate. That's true of ANY software or even standard old school estimating approach.
It does require a dongle and a per seat license. The one drawback I don't care for, in a small company with tight cash flow, I do have estimators sharing the seat and scheduling takeoff around each other. Pretty standard though.
Likelihood to Recommend
Quotesoft again is very well suited to any estimating department. I recommend a large screen monitor, but it's far more convenient than the old quick pen table or other methods. It's been great for jobs post mortem as well, we'll go back over as builds and make sure we captured and adjust estimates or change orders. It's also great for illustrating changes, and having all be very accurate.
