TrustRadius: an HG Insights company

NiftyQuoter

Score10 out of 10

4 Reviews and Ratings

What is NiftyQuoter?

NiftyQuoter is a sales proposal automation software solution offered by NiftyQuoter.

Categories & Use Cases

Top Performing Features

  • User permissions/proposal editing controls

    Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

    Category average: 7.5

  • Sales proposal workflow

    Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals, and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

    Category average: 7.5

  • Proposal templates

    Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

    Category average: 7.8

Areas for Improvement

  • Guided proposal creation

    A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

    Category average: 7.5

  • Proposal automation user interface

    User interface for setting up proposal automation is user friendly and easy to navigate.

    Category average: 7.2

  • Proposal collaboration & approval

    Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

    Category average: 8

The best and most user friendly proposal software I have ever used!

Pros

  • Creating of quotes is super easy and very user friendly.
  • Having all of our teams able to view and edit the quote as needed.
  • Being able to track when a client has viewed or downloaded the quote is an essential part of our business and NiftyQuoter does and excellent job of this.

Cons

  • I personally wish there was a function to switch from a military time to a regular time like most people would use.
  • I think that it could be more clear to the client as to where they need to go to accept the quote. Often times I will get calls saying they do not see an accept the quote option available.
  • NiftyQuoter has a hard time for some reason remembering your password. It seems most of the time I have to manually type my email and password in and I wish it would just remember that for me.

Return on Investment

  • I think overall it has had a major positive impact on our team. We can easily create, and track proposals
  • We have seen an uptick of thankful clients that feel this is very easy to navigate.
  • Only down side or negative thing I can think of is that this software does not keep you logged even if you have used it multiple times in a day.

Usability

Other Software Used

Nutshell CRM, Zoom, WhatsApp Business

Our proposal approval ratio jumped by a 30% after implementing NiftyQuoter.

Pros

  • Is easy to create new proposals with templates, themes & modules based approach.
  • It provides us data about what is happening on the client's side. When they reviewed our proposal, how many times, and who they shared it with.
  • Provides good integration with many other apps, which help us save time.

Cons

  • Designing new templates is somehow difficult.
  • The user interface could be more intuitive and visually appealing.
  • Lacks a way to organize (grouping for example) sent proposals.

Return on Investment

  • Our proposals approval ratio increased by 30% since we started using NiftyQuoter.
  • It is slightly more time-consuming than I would have expected.

Alternatives Considered

PandaDoc and Quote Roller

Other Software Used

PandaDoc, Quote Roller