Atlatl Software

QuoteBooks

4 / 5 5 reviews

Who Uses This Software?

Manufacturers and distributors across all industries, specifically machinery, material handling, industrial, oil/gas, medical and robotics.


Average Ratings

5 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Atlatl Software
  • www.atlatlsoftware.com
  • Founded 2012
  • United States

About QuoteBooks

Our sales platform is empowering the highest performing manufacturers and distributors to sell faster, more efficiently, and increase revenue. Quickly create 3D configurations based on your specific engineering rules. Produce engineering and installation drawings of your products and view them in Augmented Reality as you configure them. Instantly generate professional quotes with your specific pricing. Efficiently manage your sales pipeline from lead to close, all on your mobile device.


QuoteBooks Features

  • Contact Management
  • Customer Accounts
  • Forms Creation
  • Pricing Management
  • Product Configurator
  • Proposal Management

QuoteBooks Reviews Recently Reviewed!

Disappoinitng

Nov 13, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: Has potential to be great sales software, has ability to integrate 3D drawings. At least the demo they provide does.

Cons: Implementation and on boarding process is non existent. Do not sign a contract with this group you will be likely disappointed in where you spent your money.

Overall: This software didn't benefit us.

The program has been very beneficial to the sales team. At a glance they can see all of their quote

Oct 13, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money

Pros: Being able to allow each sales person view and manage their individual quotes and allowing managers see them as a whole team and know what is in the funnel.

Cons: It would be nice to have a wildcard * when looking up quotes because it is K-sensitive or a box that would be contains that could be checked. Also if there was an easier way of converting the quote to and order. Some times the management goes to review and didn't realize they made a small change by reviewing the discount structure and it gives the quote a new review number getting rid of the previous quote that now our customer has decided to sign.

Vendor Response

by Atlatl Software on November 01, 2017

Hi, Thanks so much for your feedback! It's great to hear how our customers are utilizing the tool. We have passed along your feedback to the team. We love hearing from our customers so that we can constantly improve the product. If there is anything else you want to let us know feel free to reach out to info@atlatlsoftware.com. Thanks again! The Atlatl Team

Quotebooks is a very good sales quote program. We have had minimal issues with the program

Sep 29, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: The ease of use to create customers, create quotes, and send the quotes is better than our previous CRM program.

Cons: The software glitches more than we would like. The integration of the configurator for ErectAStep products glitches everytime it updates which requires more effort to resolve than we would like.

Vendor Response

by Atlatl Software on October 06, 2017

Hi Michael, Thank you for your feedback! We're so glad it's easy for you and your team to create customers and quotes. We have passed along your feedback about the glitches you're experiencing to our Product Management Team and understand how frustrating that can be. We'll be sure to work on improving that user experience. We love hearing from customers so that we can constantly improve the product. Thanks again! The Atlatl Team

Easy to use. Love the detail in the quotes I can send

Sep 28, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use when trained on it. The quotes are very detailed and looks professional. I love the fact you can download your contacts and they are there for future quotes. You can see where all your customers are on the map.

Cons: Not being able to click one button to delete a quote you don't want. Wish the configurator was part of this where you don't have to open up another program and save it and then open up Quotebooks to send the Quote.

Vendor Response

by Atlatl Software on October 06, 2017

Hi Brian, Thank you for your feedback! We're so glad you like the professional look of your quotes and the map feature. We'll pass along your feedback to our product team about the integration of the configurator and the one click delete functionality. We love hearing from customers so that we can constantly improve the product. Thanks! The Atlatl Team

Amazing

Sep 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Versatility of all the features and how well they work together. Simple yet robust all packed into a platform that is managed & supported extremely well.

Cons: I am very satisfied with everything that I have seen in the software! The only struggle is the amount of time it takes to get new features or tweaks to existing features implemented.

Overall: Complete management

Vendor Response

by Atlatl Software on October 06, 2017

Hi Bryan, Thank you for your feedback! We love hearing from customers so that we can constantly improve our product. Let us know how we can improve the implementation process of new features. We want to simplify it as much as possible for you. Thanks! The Atlatl Team