AccuQuote

AccuQuote Direct

5 / 5 2 reviews

Who Uses This Software?

Manufacturers' Reps in the HVAC market


Average Ratings

2 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $50.00/month/user
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    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
  • Billing & Invoicing
  • Commercial/Industrial
  • Cost Database
  • Data Import/Export
  • Equipment Maintenance
  • Financing Management
  • Labor Rates
  • Quotes/Proposals
  • Scheduling
  • Takeoff

AccuQuote Direct Reviews Recently Reviewed!


AccuQuote is an easy to use. Provides consistency and track-ability to our quotes.

Apr 11, 2018
5/5
Overall
4 / 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
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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

Capterra-loader

The AQ Program has been very flexible and customizable to our needs. It has been a great fit for us.

Apr 04, 2018
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: 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.