Vetted Score

4.6 / 5.0

Earns a strong score for its robust feature set, seamless CRM integration, and reliable cloud performance, though pricing can be a barrier for small teams.

Key Features

Configurable Quote Templates

Create and customize professional proposal templates with drag‑and‑drop elements, branding, and dynamic pricing tables.

Integrated CRM Sync

Bidirectional synchronization with major CRMs (Salesforce, HubSpot, Microsoft Dynamics) to pull customer data and push closed deals.

Advanced Pricing Rules

Apply discounts, volume pricing, and approval workflows automatically based on product, customer, or deal criteria.

Frequently Asked Questions

Yes, a 14‑day free trial is offered for all subscription tiers, allowing full access to features before committing.

It natively integrates with Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM, and provides API connectors for other systems.

Absolutely; the platform lets you set complex discount structures, tiered pricing, and multi‑level approval processes without coding.

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Specifications

Pricing Model Subscription-based pricing starting at $25 per user per month for the Essentials tier, with Professional and Enterprise plans up to $65 per user per month.

Supported Platforms

Web (browser)iOSAndroid