NiftyQuoter

(5)
3.9 out of 5 stars

NiftyQuoter helps you create beautiful proposals and quotes for your clients easily.

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NiftyQuoter review by <span>Amy P.</span>
Amy P.
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Makes the ENTIRE proposal process seamless

What do you like best?

Overall we love NiftyQuoter, and have no complaints or problems. If I had to highlight key features we really like about the software, it would be our ability to 1) quickly generate proposals, 2) track prospects interaction with the proposal, 3) interact with prospects through the built-in messaging system, and 4) track overall proposals won/lost.

What do you dislike?

There are two things that we would like to see added or fixed. The first would be the ability to customize the dashboard more. We would like to be able to flip between easier to read graphs. For example, a larger pie chart that shows won/lost proposals that could be filtered for a specific time period (this month, this quarter, this year, last year). In addition, we would like to see adjustments to the pricing template options. Right now it's not possible to show a price range rather than a set cost. Sometimes the projects we work on have a base that they will cost but could cost up to a max. It would be nice to be able to send clients an cost estimate that indicates this kind of range rather than a set price. Along those same lines, the month unit doesn't work properly. If we want to show a customer the cost per year for an agreement and then the monthly breakdown, it's not possible. If we select the monthly unit, it doesn't tabulate correctly, so we just don't use it.

What business problems are you solving with the product? What benefits have you realized?

Our company uses NiftyQuoter to create and send out proposals for projects and on-going contracts. Once the proposals have been sent, we use the system to communicate with prospects regarding the proposal.

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NiftyQuoter review by User in Information Technology and Services
User in Information Technology and Services
Validated Reviewer
Invitation from G2 Crowd
Reviewed On

Quoting with ease

What do you like best?

The connections to other apps like Pipedrive and the ease with which you can produce templated quotes for customers.... and then see if they look at them.... and then get them to sign them. All in one place.

What do you dislike?

The interface needs a little work to be awesome.

I found it hard to justify the additional cost over Google Docs and Hellosign since I needed Hellosign for signing other documents anyway.

What business problems are you solving with the product? What benefits have you realized?

I wanted to have a way of writing and sending proposals faster so I could handle more on my own. Then I would have more time to write reviews like this! :)

It was a good solution to get me to send more proposals. But I found the online signing and the analytics not to be useful for us in the end.

What Proposal solution do you use?

Thanks for letting us know!
NiftyQuoter review by User in Computer Software
User in Computer Software
Validated Reviewer
Organic
Reviewed On

Is this company even active?

What do you like best?

It does (mostly) what it is supposed to.

What do you dislike?

Poor Usability. You will certainly freak out using Niftyquoter. Try to edit templates easily...Its just a hustle. A lot of tie commitment needed to understand how it works although it should be intuitive.

Haven't seen any updates for 3 years. I know...3 years and we're still working with it. Didn't had the time to change to another tool yet.

Recommendations to others considering the product

Look for another solution.

What business problems are you solving with the product? What benefits have you realized?

Writing offers.

NiftyQuoter review by <span>Dimitri S.</span>
Dimitri S.
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

Great quoting tool for SMBs

What do you like best?

Easily create templates for use in creating proposals.

Track when customer opens proposals

What do you dislike?

When picking from product lists it is not obvious when an item has been selected.

What business problems are you solving with the product? What benefits have you realized?

Making proposals to prospects with very little effort and standardization across the sales team.

NiftyQuoter review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
Validated Reviewer
Verified Current User
Invitation from G2 Crowd
Reviewed On

EXCELLENT SYSTEM!

What do you like best?

Ease of use and quick ability to quote.

What do you dislike?

Wish we could customize the pages a bit more.

Recommendations to others considering the product

USE NIFTY!

What business problems are you solving with the product? What benefits have you realized?

Quick turn around with quotes which increased sales and opportunities.

Kate avatar
Kate from G2 Crowd

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