Compare Quote Roller vs bpm'online CRM vs CobbleStone

Software Description:

Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow

with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.

Software Description:

BPMonline CRM is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love bpm’online’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Bpm’online has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

• Bpm’online marketing: multichannel marketing software to deliver demand generation excellence.

• Bpm’online sales: sales force automation to manage the complete sales cycle — from lead to repeat sales.

• Bpm’online service: innovative customer service tools to deliver exceptional customer experience.

Join our interactive live presentation of the newest version of bpm’online 7.11. September, 28

Register on our website for the event and explore bpm'online 7.11 that features amazing new AI capabilities, a revamped campaign designer and over 200 other enhancements to its CRM and BPM solutions. Save your seat today!

Software Description:

Contract Insight™ Enterprise Edition Software is an 'End-to-End' enterprise level, completely web-enabled, contract lifecycle management software which provides:

• enterprise contract tracking
• contract drafting
• configurable custom user-defined fields
• custom report design tools
• artificial intelligence & machine learning
• e-mail alerts
• calendar reminders
• legal hold
• task and checklists
• security
• document management
• check-in tracking
• workflow
• financials
• cost control
• searching
• electronic signatures
• performance tracking
• full- text indexing
• web platform
• web calendaring
• and more.

It is built upon the latest web-enabled technologies so it can be deployed faster, supported easier, thus reducing your total cost of ownership and accelerating your return on investment.

Contract Insight™ Enterprise Edition offers flexible deployment options. The Enterprise Edition may be “Locally Deployed” (installed and hosted on your organization’s server) with a perpetual one-time software license, or it may be hosted by CobbleStone Software as a Cloud / 'Software as a Service' (SaaS) solution with an annual hosting subscription.

Features:

Features:

• Time Management
• Project Management
• Travel Management
• Dashboard
• Calendar Management
• Customer Management
• Third-Party Plugins/Add-Ons
• External Integrations
• Data Import
• Forecasting
• Lead Scoring
• Lead Management
• Contact Sharing
• Marketing Automation
• Contact Management
• Email Integration

Features:

• Electronic Signature
• Expense Tracking
• Supplier Management
• Inventory Tracking
• Order management
• SAP Integration
• API
• 2-Factor Authentication
• Calendar Management
• Contact Management
• Dashboard
• Document Comparison
• External Integrations
• File Sharing
• File Transfer
• Multi-User
• Notifications
• Scheduling
• Third-Party Plugins/Add-Ons
• Data Export
• Data Import
• History/Version Control
• Password & Access Management
• Email Integration
• Project Management

Summary:

• Built in workflow management

• Discount and margin calculations

• Automatic tags

• Centralized product catalog

Summary:

No key features associated with this application.

Summary:

• Contract licefycle management.

• Contract compliance.

• Online negotiation and electronic signature.

• User-friendly setup and implementation.

• Easy to use interface.

• Create contracts from templates and clause library.

• Receive contract key date email alerts and calendar notifications.

• Affordable with free trial for 30 days.

• Software available as SaaS/Cloud or Installed/Deployed.

• Starting at $59 per user per month.

Pricing:

• Starting from: $59.00/month
• Credit card required: N/A

• CobbleStone's contract management software is available as SaaS or installed with Concurrent User or Named User licensing options. Contact us for custom pricing quote.

FAQs:

No FAQs associated with this application.

FAQs:

Does this service offer guides, tutorials and or customer support?

• Support:

  • Phone support
  • Knowledge base
  • Customer success management
  • Academy
  • Community
  • ITIL/ITSM
Who are the main user groups of this service?
• • Enterprises
  • Mid-size companies
  • Startups
  • Small companies
What is this service generally used for?

• Bpm’online CRM bundle offers an interconnected solution that allows you to automate marketing, sales and service:

  bpm'onlise sales - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*

  *bpm'online service *- innovative customer service tools to deliver an exceptional customer experience.

  *bpm'onlie marketing *- multichannel marketing software to deliver demand generation excellence.

What are some applications this service is commonly used in tandem with?

• Integration:

  • Twitter,
  • Facebook,
  • Google Contacts and Calendars,
  • LDAP,
  • IMAP,
  • MS Exchange,
  • Google Maps,
  • OpenStreetMap,
  • MailChimp / Mandrill
Does this service offer multi-user capability (e.g. teams)?

• Software offers multi-user capability.

Does this service offer an API?

• Bpm'online provides open configuration and extensive API to allow any customizations and integrations required for your business.

What platforms does this service support?

• Platforms: Android, iOS, Mac, Windows, Web-based.

FAQs:

Does this service offer an API?

• Contract Insight offers an open API backend, allowing it to be integrated with any other similarly built systems.

What are some applications this service is commonly used in tandem with?

• Salesforce, MS Dynamics, Oracle, SharePoint, QuickBooks Online, SAP, PeopleSoft, ReqLogic, JD Edwards, MS Office

Does this service offer multi-user capability (e.g. teams)?

• Contract Insight Enterprise Edition supports unlimited users per system, and user licenses may be added without interruption. Contract Insight Enterprise Edition has been benchmarked to support thousands of users with simultaneous access to the system. To date, CobbleStone Systems’ largest client is the State of Colorado with 116 Agencies and Sub-agencies operating their Contract Insight system with thousands of users. Employee access is only constrained by the client’s purchased license volume (concurrent user licenses or named user licenses).

Does this service integrate with any other apps?

• Contract Insight Enterprise includes web services API for firewall-friendly integration and can be integrated at the MS SQL Database level; system is built on principles that allow us to extend the functionality of the system to any 3rd party software. The system is built upon open standards to allow integration with other systems via data direct, ODBC, web services, APIs, and custom scripting. Contract Insight is built upon MS SQL Server database and offers open database connectivity to allow third party reporting tools to query and report off of the system. CobbleStone also offers a Database Integration Manager for user-friendly integration setup and management (add-on module priced separately).

What is this service generally used for?

• CobbleStone Software designs, develops and markets Contract Insight™ Contract - Procurement Management Software to help manage legal, sales, and procurement contracts. CobbleStone is used by hundreds of organizations spanning the globe. Tens of thousands of legal, sales, and procurement professionals use & trust CobbleStone Software for their contract, sales, and procurement needs.

Does this service offer guides, tutorials and or customer support?

• The support and maintenance is included in our SaaS (CobbleStone-hosted) system as a part of the monthly fee. For the client installed version, unlimited annual support and maintenance is part of the annual maintenance and support plan.

Who are the main user groups of this service?

• Contract Insight Enterprise can be either installed on your company's servers or hosted by CobbleStone Systems (SaaS).

Publisher:

Publisher:

Publisher:

Other:

Other:

• Personal
• Freelance
• Startups
• SMEs
• Agencies
• Enterprises

• Web App
• Windows
• Macintosh

• iOS
• Android

Other:

• SMEs
• Agencies
• Enterprises

• Web App
• Windows
• Macintosh

• iOS
• Android
• WinPhone
• Blackberry