Once Cloud Quote has improved on your Company’s quoting and sales process, it is time to Automate and Integrate your processes and applications. This will reduce your Cost To Quote and Cost To Sell elements. Manual and duplicated processes are reduced, improving productivity and efficiency within your entire team through the whole deal cycle.
Yes. Although you can host with us at no charge, you have the option of making use of your own local or hosted server. It is, however, important to ensure that your backup systems are in place should you choose to do so.
Throughout the quote lifecycle, it can send data to remote services via WebHooks or receive data through our REST API. Using a service like Zapier, Cloud Quote can integrate with over 1,300 apps across the world. Bespoke integration can be done within applications outside of the Zapier framework, although the scope of work for any integration would need to be determined and the appropriate time/labour cost quoted for.
A key benefit of our solution is the customization we provide each new client; Bespoke template design, product and price inputs, deal configuration and calculation logic will typically be done within 2 to 3 weeks from order, followed by training and handover. After which there is usually a week or two of testing and teething by your users. Typically, your company will be up and running and quoting out of Cloud Quote within 4 weeks from order.
Yes, it is. All support related queries are handled via firstname.lastname@example.org and this is done at no charge to the client. This is if there is no change to the initial requested configuration or quote templates. If so, these will be quoted for based on our prevailing labour rates. The same for integration or automation outside of the initial customization charges
Currently no, as it is a Windows-based application which requires a Windows OS in order to install and run. We are however starting with iOS and Android development at the end of 2019.
Windows 7 and up, i3 Processor (i5 recommended) with 4GB RAM (8GB recommended)
Yes, you can create an “offline” quote with an “offline” quote number in the event of not being having internet connectivity. Provided the Administrator has given you access to do so. When you do have connectivity again the “offline” quote will be assigned the next available online quote number and the offline number referenced.
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