Flexible Quoting Solution
July 18, 2017

Flexible Quoting Solution

Philip Chowaniec | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Valooto

We use Valooto as our sales quoting tool, primarily used by AEs and CSMs (and related management). Previously we were using the standard Quoting functionality out of Salesforce, which although it met our needs for a while, was not very flexible as our deals grew in both size, structure and complexity.
  • Flexible product line items.
  • Transparent step-by-step walkthrough.
  • Easy sync to Salesforce and contracts look clean.
  • Implementation takes a long time.
  • More U.S.-based support staff.
  • Further flexibility around product line items.
  • Ease of use for AEs/CSMs.
  • Transparency to Controller/CFO.
  • Accuracy within Salesforce forecasting.
We had the basic quoting functionality within Salesforce but were quickly outgrowing that as our deals grew in size, structure and complexity. The primary competitor we evaluated against Valooto was SteelBrick and we chose Valooto due to the promised faster implementation, lower cost and it being a more streamlined solution.
Valooto is well suited and can act as a replacement (or brand new) quote to cash tool for any organization. Coming from basic quoting functionality within Salesforce, we had some idea of what we wanted and were already leaps beyond quoting out of Word documents / Excel sheets (as many still do).

DealHub.io Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
Purchase history and open contracts
Guided selling/Sales portal
CPQ reporting & analytics
CPQ-CRM integration
Attachments to quotes