NiftyQuoter Reviews

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.

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.

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.

Ease of use and quick ability to quote.

Wish we could customize the pages a bit more.

USE NIFTY!

Quick turn around with quotes which increased sales and opportunities.

Easily create templates for use in creating proposals.

Track when customer opens proposals

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

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

The system is intuitive and it's easy to create quotes in minutes (once you set-up a basic template). I also like that we can monitor the progress and be notified of how active the quote is.

It would be nice if more templates and designs were available for inspiration.

None so far. Pretty happy with the system.

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.

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.

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.

It does (mostly) what it is supposed to.

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.

Look for another solution.

Writing offers.