FAQ

Because

  • it is designed to help MSPs and VARs win more deals, more quickly
  • it has an intuitive interface so that you can create quotes quickly and easily
  • it provides good-looking, easy-to-understand proposals, quotes and estimates
  • it combines products from multiple suppliers into consistent, aggregated listings to make it easier for you to compare like with like, and for your customers to understand
  • it can be configured to be consistent with your existing corporate formats
  • it is 100% cloud-based so it is accessible from anywhere, even mobile devices
  • it includes the facility for electronic approvals of quotes and proposals

  • We do most of the work for you so set-up is largely hassle-free
  • ITQuoter can be readily integrated with your existing systems
  • We offer a range of attractive, functional templates for quotes and other outputs
  • In most instances, ITQuoter is fast to deploy so time to value can be rapid
  • ITQuoter is easy to migrate from other CPQ providers
  • ITQuoter can even be set up to handle customer payments

  • Cloud-based systems are equally suited to remote working or in-office operations
  • A cloud-based system can be accessed from anywhere at any time
  • The system can be available to your entire team, all the time
  • All quotes, estimates and proposals are securely stored in one central location
  • Saves you time making and sending quotes
  • Any quote can be quickly and easily viewed, reviewed, changed and approved by your management
  • Quoting is simple and easy to implement because all data is centralized

  • CPQ stands for “Configure, Price, Quote”
  • CPQ software allows companies to define (“Configure”) a range of products or services to meet the needs of their customers and prospects
  • Once the requirements have been appropriately configured, the CPQ software then enables its users to price those products or services according to a range of factors, such as costs, competition, customer deals and local economic considerations
  • Prices are typically drawn from supplier databases on a regular basis and aggregated within the CPQ software
  • Once the specified requirements have been priced appropriately, CPQ software then enables users to issue quotes directly to their customers

  • Yes. All transactions are PCI Compliant and are SSL Encrypted.
  • No credit card details are kept or stored in any of our systems.

  • We have two payment options for ITQuoter licence fees; either Monthly Billing via credit card or Annual Up-Front. We also accept direct debit / funds transfer by special arrangement.
  • At this stage we only accept Visa and Master Card. No fees apply.

  • Transactions can be made in the following currencies; Australia Dollars, New Zealand Dollars, British Pounds, US Dollars, Euros and South African Rand.
  • Your monthly fee will be fixed to a currency that will not be affected by swings on the global markets.
  • There are no additional fees for paying in a foreign currency.

  • ITQuoter is deployed in a multi-tenancy environment like the vast majority of cloud applications.
  • There is an option to have a single tenancy deployment and your own staging, UAT servers for an additional upfront and ongoing monthly fee.

Yes. ITQuoter requires multi-factor authentication for all user logins. Your password uses a one-way 2048 bit hashing algorithm that can’t be reversed.

  • Yes. Our API is a REST Service using Oauth 2.0.
  • Most modules are exposed, and we provide integration support as a service.

YES

Yes. Your customer, quote and order data can be exported to a CSV file. There are system security settings that prevent certain user types from performing this function to protect your valuable customer data.