TOPQuote Professional is our flagship estimating platform that supports a wide range of quoting styles. Professional empowers your team with the tools that help you deliver more accurate quotes faster.
Price: $65/user/month
Initial Setup & Training: $750
Features
Security
By harnessing the power of our Microsoft Azure Partnership and capitalizing on Microsoft's substantial $1B Cyber Security Budget, our platform has excelled in obtaining more than 90 compliance certifications. These certifications include ISO 22301, HITRUST, HIPAA, Sarbanes-Oxley, SOC 3, and CIS, placing us in a superior position.
Flexible Quoting Forms
TOPQuote provides a comprehensive range of flexible quoting forms that cater to all kinds of estimating requirements, ensuring seamless support for both straightforward tasks and intricate projects.
Adaptive Quoting
By leveraging our innovative "TOPSheet" technology, you have the freedom to utilize your current spreadsheets as quoting templates, maximizing convenience and familiarity. Alternatively, you can take advantage of our convenient "Upload-to-Quote" feature, enabling you to swiftly transform a spreadsheet into a fully functional quote.
Team Collaboration
Achieve enhanced team efficiency by centralizing project reviews, chats, emails, and files in one location. This consolidated approach streamlines communication and collaboration, ensuring seamless access to essential project components.
Bid Tracking
Efficiently track and manage bid invites and Request for Proposals (RFP) without the hassle of manual data entry. Centralize and standardize the processes of accepting, rejecting, and converting quotes, eliminating unnecessary complexities and enhancing overall efficiency.
Quote Delivery System
Deliver your quotes with a touch of professionalism and receive timely notifications when a customer opens your proposal. This feature ensures that you stay informed and allows you to track engagement, enabling you to follow up at the right time and make informed business decisions.
Custom Proposals
Establish standardized templates to create visually appealing proposals that showcase your company's legal language, inclusions/exclusions, and detailed quotes. This approach ensures consistency and professionalism while saving time and effort in proposal creation.
Sales Tracking
Gain valuable insights into your sales activity, budget analysis, and forecasting through comprehensive dashboards, dynamic charts, and detailed reports. Visualize data effortlessly, empowering you to make informed decisions and effectively analyze key metrics for optimal business performance.
Customer Database
Effortlessly monitor and analyze your customer data through intuitive customer dashboards. Track crucial metrics such as sales, wins and losses, conversion rates, and margins, enabling you to gain valuable insights into your customer relationships and make informed business decisions.
Real-Time Pricing
Eliminate the hassle of manually updating part or material pricing with our cutting-edge real-time pricing platform. Experience the convenience of automatic updates, ensuring that you always have accurate and up-to-date pricing information at your fingertips.
Material & Parts Management
Choose between two options to streamline your pricing process: implement our real-time pricing system or rely on our dedicated support team to handle the updating of your parts and materials. With either choice, you can ensure that your pricing remains accurate and up-to-date, allowing you to focus on other critical aspects of your business.
API Integration
TOPQuote seamlessly integrates with a vast ecosystem of over 3,000 applications through standard programming interfaces. Effortlessly connect your TOPQuote instance to popular and modern applications such as Salesforce, DocuSign, or QuickBooks. Additionally, leverage our custom connector functionality to integrate your proprietary application, ensuring a comprehensive and tailored solution for your unique business needs.
Cloud File Storage
Efficiently centralize and safeguard your project files with our cloud file storage feature, offering unlimited storage capacity. Benefit from real-time geo-replicated backups, ensuring that your data remains protected and accessible, even in the event of unforeseen circumstances.
Reporting & Analytics
Harness the power of advanced and customized reporting and analytics tools to effectively manage your business operations and lead your teams towards exceptional efficiency and profitability. Gain valuable insights and actionable intelligence through comprehensive data analysis, empowering you to make informed decisions and drive success at every level of your organization.
