AccuQuote Direct
by AccuQuote
Who Uses This Software?
Manufacturers' Reps in the HVAC market
Average Ratings
2 Reviews-
Overall
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Ease of Use
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Customer Service
Product Details
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Starting Price$50.00/month/user
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DeploymentCloud, SaaS, Web
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TrainingDocumentation
Webinars
Live Online
In Person
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SupportOnline
Business Hours
Vendor Details
- AccuQuote
- accuquote.direct/
- Founded 2016
- United States
About AccuQuote Direct
AccuQuote is a complete pipeline management tool built specifically for manufacturers' reps. Quote Better and Close Faster with AQ.
AccuQuote Direct Features
- Billing & Invoicing
- Customer Database
- Dispatch Management
- Inventory Control
- Job Management
- Maintenance Scheduling
- Mobile Access
- Quotes / Estimates
- Routing
- Scheduling
- Service History Tracking
- Technician Management
- Work Order Management
The AQ Program has been very flexible and customizable to our needs. It has been a great fit for us.
Apr 04, 2018
Chris R.
Senior Vice President
Used the software for: Less than 6 months
Reviewer Source
Source: Capterra
Ease of Use
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not
Likely Extremely
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NotLikely Extremely
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AccuQuote is an easy to use. Provides consistency and track-ability to our quotes.
Apr 11, 2018
Dan K.
Owner
Machinery, 11-50 employees
Used the software for: Less than 6 months
Reviewer Source
Source: Capterra
Ease of Use
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not
Likely Extremely
Likely
NotLikely Extremely
Likely
Pros: Once templates were set up, preparing a quote become fast and easy. Being able to see reports on how many quotes are pending, won, and lost is very helpful. We can more easily priorities projects and follow up on open proposals quickly.
Cons: The software is still early in its development so there are minor bugs and idiosyncrasies that need to be worked around. The developer is very easy to work with in terms of taking the feedback and implementing changes/improvements.
Overall: being able to track quotes and follow up more easily
Pros: It was developed specifically for manufacturers reps and incorporates the processes, features and functionality required by that focused group. It is flexible to our needs. The AQ staff has been great to work with to identify and understand our needs and make adjustments to suit our use.
Cons: Not too much not to like, but wish some of the formatting features were somehow a little simpler to align the scope information on the printed proposal. Requires a little bit of an iterative approach to make it look correct.
Overall: We're experiencing better visibility for our project opportunities, unified look to our proposals across multiple offices, and reducing the amount of time to develop a proposal. I am sure that higher closure rates and higher margins will be attained.