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Businesses needing to easily create professional quotes and proposals.
WBudget is a comprehensive system for salespeople and service providers to streamline the process of generating and tracking proposals and quotes with their clients.
The price is very attractive and it does have nice templates for proposals. As well as it does integrate into our CRM which makes it easy to send a quote out as we're speaking to a prospect.
When I started I had to do a tutorial to not forget, because I got lost in the steps.
I love how many things we can customize and edit. It is great to track proposals through the process.
We reduce to cero the mistakes in the names into the proposal and replace the old controls and procedures in the generation of proposals.
A great tool for submitting proposals, and can be created various templates that can be saved in pdf file, and with custom themes.
I would have to say that for the price and integration there really isn't a whole lot of negative items the set-up does take some time though.
Nifty Quoter helped us to accelerate our business, once we don't need to send contrats to our clients and wait till they sign it. For me, that's the best part of using this software.
I think the formatting is can be a bit wonky sometimes, but it's the least of my worries. There are ways around the formatting issues, but that's my least favorite part.
NiftyQuoter
WBudget
Top FeaturesNiftyQuoter
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WBudget
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