Compare QuoteWerks vs Vivantio vs JobNimbus

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Software Description:

QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals.

Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, salesforce.com, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links (including Tech Data, Ingram Micro, Synnex, D&H, Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.

Software Description:

From simple incident management to full-enterprise ITSM, Vivantio empowers you to deliver service excellence to your entire organization.

Build your ideal service management environment in just a few simple steps with Vivantio:

  • Elect a delivery method: SaaS or on-premise. We support both.
  • Choose a licensing option: Named, concurrent or a mix of both. Our flexible licensing model allows you to give technicians the right level of access without blowing your budget out of the water.
  • Pick a product: Browse the many available feature modules and deploy only those that make sense for your organization’s service needs.

Take a modular approach to building your service management vision – the right combination with Vivantio brings your ideal strategy to life.

Software Description:

JobNimbus offers a fully mobile sales and production management software with features including interactive boards, customizable workflows, and photo uploads. Enter new leads and move them through the sales pipeline.

Everything in JobNimbus is organized into job folders, including notes, emails, tasks, contracts, photos, estimates, and more. The entire pipeline can be viewed and interacted with in a digital whiteboard to see where everything is and what's up next. With a mobile app (iOS, Android), JobNimbus provides tools in the field to capture lead information, take and upload pictures to a job folder, and create estimates on the spot.

The app works in offline mode to provide uninterrupted productivity anywhere. Featuring integrations for canvassing, QuickBooks, and EagleView, JobNimbus is a one-stop solution for managing any solar company from the field or in the office.

Features:

  • Electronic Signature
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • Forecasting
  • Supplier Management
  • Multi-User
  • Notifications
  • Google Apps Integration
  • External Integrations
  • Multi-Currency
  • Contact Sharing
  • API
  • Data Import
  • Email Integration
  • Contact Management
  • Data Export
  • Conversion Tracking

Features:

  • API
  • Data Export
  • Data Import
  • Contact Sharing
  • Email Integration
  • External Integrations
  • Scheduling
  • Task Scheduling/Tracking
  • Project Management
  • Notifications
  • Multi-User
  • History/Version Control
  • Gantt Charts
  • Forecasting
  • Batch Permissions & Access
  • Calendar Management
  • Contact Management
  • Document Comparison
  • 2-Factor Authentication
  • Customer Management
  • Dashboard
  • Data Visualization
  • File Sharing
  • Inventory Tracking
  • Firewall
  • File Transfer
  • Anti-Virus
  • Third-Party Plugins/Add-Ons

Features:

  • Third-Party Plugins/Add-Ons
  • Marketing Automation
  • Electronic Signature
  • API
  • File Sharing
  • Batch Permissions & Access
  • External Integrations
  • Contact Management
  • Contact Sharing
  • Data Visualization
  • Data Import
  • File Transfer
  • Data Export
  • Email Integration
  • Notifications
  • Project Management
  • Multi-User
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Budgeting
  • Referral Tracking
  • Supplier Management

Summary:

  • Create professional sales quotes and proposals in minutes

  • Integrate with current systems to ensure accurate forecasts

  • Streamline your sales process

  • Track customer interactions on each sales document

  • Review progress through dashboard

  • Order directly through IT Distributors

  • Affordable solution for any size business in any industry

Summary:

  • Flexible, reliable, trusted IT Service Management Software

  • Built with ITIL standards at its core.

  • Automation captures service data, tracks milestones and triggers meaningful action.

  • Webhooks and APIs integrate Vivantio with core ITSM tools.

  • Customizable self-help portals empower your customers and improve your service.

  • Report on your true service team effort to highlight success and target areas of improvement.

Summary:

    No key features associated with this application.

Standard Edition

$20.00
1 user(s) / month
Included in plan:
  • Base package
  • Includes most links to CRMs

Professional Edition

$27.00
1 user(s) / month
Included in plan:
  • Includes features of Standard Edition and also Accounting Integrations
  • Includes Dashboard

Corporate Edition

$40.00
1 user(s) / month
Included in plan:
  • Includes all features of Standard and Professional
  • Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)

Pricing:

  • Starting from: $40.00/month
  • Credit card required: N/A
  • Vivantio's pricing model is an annual subscription based on total number of users, types of licenses and functionality activated in the Platform. A free trial is available for a test-drive, upon request.

    Vivantio offers both named and concurrent licenses, and all customers may select to purchase any combination of both. A named license is allocated to a particular agent and cannot be shared. Concurrent licenses sit in a shared pool. Each time an agent logs in, they temporarily use up one license and when they log out, the license is returned to the pool for someone else to use.

    Your customers and end users don’t need licenses to use your self-service web portal.

    • Pricing starts at $40 per user, per month at the Essentials level, suited for small and medium-size service desk operations looking to increase efficiency.
    • Licenses at the Pro level start at $60 per user, per month and are designed to unify service operations with powerful core service management features.
    • Feature-rich Vivantio ITSM licenses start at $90 USD and are built to scale and meet the complex business needs of larger, multi-site organizations.

JobNimbus

$25.00
1 user(s) / month
Included in plan:
  • Unlimited contacts, jobs, and tasks.
  • All features & integrations.
  • Free Express training and support.

FAQs:

    Does this service integrate with any other apps?
  • Yes, QuoteWerks integrates with over 12 different CRM and PSA applications (such as salesforce.com, Autotask, ConnectWise, MS Dynamics, Outlook, Google Contacts, SugarCRM, ACT!) as well as QuickBooks and Sage 50.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, QuoteWerks is available for single or multiple users.

  • Does this service offer an API?
  • Yes, the API is offered free of charge.

  • Who are the main user groups of this service?
  • Any company or individual looking to create line-item based professional quotes or proposals.

  • What are some applications this service is commonly used in tandem with?
  • QuoteWerks is commonly used in conjunction with the most powerful CRM and PSA systems including salesforce.com, Autotask, ConnectWise, ACT!, Outlook, Google Contacts, QuickBooks, Sage 50 and much more.

  • What is this service generally used for?
  • QuoteWerks is used to automate the creation and delivery of sales quotes and proposals to clients.

  • What platforms does this service support?
  • This program operates on a Windows platform.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, QuoteWerks includes a free help file, videos, support forum, and phone and email support are also available.

FAQs:

    No FAQs associated with this application.

FAQs:

    What is this service generally used for?
  • JobNimbus is used to track new leads and move them through the sales pipeline, then taking sold jobs through production and into completion.

    With advanced tools like interactive boards, an industry-leading mobile app, and integrations with powerful apps, JobNimbus is a one-stop solution for managing your business.

  • Who are the main user groups of this service?
  • Contractors, Roofing, Remodeling, Solar, Restoration, Construction, etc.

  • What are some applications this service is commonly used in tandem with?
  • Zapier, WePay, Canvassing apps (SalesRabbit, Spotio), Xactimate, naturalForms, DynoForms, QuickBooks, Accurence, EagleView, and more.

  • Does this service offer an API?
  • The JobNimbus API is not open at the moment, but services can request access to the API for integration purposes. Any and all integrations are welcome.

  • Does this service offer multi-user capability (e.g. teams)?
  • Add your team members to collaborate, mention them in notes and they'll be notified, assign them work and receive assignments, see your team in terms of Groups and assign group managers, filter your view to just see your team's stuff.

  • Does this service offer guides, tutorials and or customer support?
  • Pro subscribers get full access to a complete video-based Setup Guide & Training Portal, along with documentation and full phone, email, and social media support.

  • What platforms does this service support?
  • Full support for iOS (iPhone, iPad, iPod Touch) and Android along with offline mode for both. The app is fully functional offline including adding and editing contacts, taking and saving photos, creating estimates, getting signatures, and more. Everything gets synced to the server the next time you get reconnected.

  • Does this service integrate with any other apps?
  • WePay, Zapier, QuickBooks (Desktop & Online), EagleView, naturalForms, Accurence, Google Calendar, Sales Rabbit, Spotio, DynoForms, etc.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
1.52k
Followers:

Publisher:

Founded:
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Publisher:

Founded:
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Based in:
American Fork
Employees:
2-10
Likes:
637
Followers:

Other:

Who uses QuoteWerks
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Vivantio
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses JobNimbus
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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