VARStreet InstaQuote

VARStreet InstaQuote is a SaaS-based quoting software designed specifically for VARs that sell IT products and office supplies. The software speeds up the quoting process, allows users to configure complex quotes in minutes and ensures professional output.

Apart from VARs, the software can also be leveraged by system integrators, solution providers, distributors, and IT manufacturers.

Features

The software offers features that help users to fix any quoting problems.

1. Built-in Templates -
The software comes with a wide range of quoting templates that can be customized with company logos and different color schemes and fonts.


2. InstaQuote Mobile App -
The mobile app can be used to create detailed quotes on the go using any mobile device. Relevant data can be accessed from the app and sales quotes can be drafted. The mobile app lets users manage quoting activity from anywhere.


3. Integration with 45+ Distributors-
While creating quotes, InstaQuote will enable the user to retrieve product pricing and inventory updates from 45+ distributors in the IT and office supplies industry. Prices from multiple distributors can be compared in a single window, which helps users to order products at the best possible price and maximize margins.


4. Integrates with Third-Party Software Applications-
InstaQuote supports integration with a variety of third-party systems like CRM, ERP, PSA, and accounting tools. This ensures the automatic transfer of information between applications. Purchase orders can be saved as an invoice in the QuickBooks accounting tool. Sales quotes for any opportunity can be built in the CRM module.


5. Approval Workflows for Quotes-
InstaQuote allows the admin to set up approval workflows for quotes. This means quotes deemed unacceptable based on pre-established criteria will be automatically routed to managers for approval.


6. Electronic Signature-
InstaQuote is integrated with DocuSign, a well-known electronic signature platform. Customers can accept documents through electronic signature, a convenient way to sign transaction documents. This will stop the back-and-forth and shorten the quote-to-cash cycle.


7. Accept Online Payments-
InstaQuote has built-in integration with a variety of payment gateways which will allow customers to make payments through debit/credit cards. This makes the payment process easier for customers, and users get paid faster.

Benefits

1. Quote faster-
The software stores all the relevant information in one place where sales reps can configure a quote within minutes, irrespective of how complex the quoting requirements are.


2. Generate More Accurate Quotes-
The software helps users to craft personalized quotes with greater accuracy. The software automates the pricing calculations which eliminates errors in pricing, enabling users to quote prices accurately without delay. Parameters like sales tax, freight charge, and discount are taken under consideration while calculating the actual cost of the products and services.


3. Productivity-
InstaQuote accelerates the quoting process so sales reps can create a greater volume of quotes in less time. By automating the generation of quotes, sales reps can focus more on interacting with prospects and building relationships.