backdocket vs AutoQuotes

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backdocket

Category: Documentation Tool

Industries: Business, Marketing, Legal Files

Pricing

Pro

$8 /mo/user

AutoQuotes

Category: Documentation Tool

Industries: Marketing, Business, Education, Communication

Pricing

Starting Price: $700.00/year

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Most popular feedback for backdocket

Docket is simple for me and for my clients to understand. I can share with participants outside the company and they can add to the docket (which they LOVE). Because you can attach time to each section of the meeting, it really keeps people on point and focused - kicking the squirrels out of the room.

Clay P.

About backdocket

Practice management is case management + business analytics. Backdocket was designed to use proven case management best practices, so you don't need to reinvent the wheel. Backdocket then adds business analytics to your case management, so you can see what's making your firm successful. Available at a competitive price, backdocket is also backed by a free demo as well as free tech support and free onboarding for new firms.

Most popular feedback for AutoQuotes

Best program available, AQ has never limited us as our business grows. New features and expanding the platform has opened up new doors for us to quote faster, generate more quotes, AQ-pay to help generate more sales, and crated a seemless workflow for designing & quoting a project.

Marcus K.

About AutoQuotes

AutoQuotes or AQ is a data analytics and quoting solution, which assists businesses in the foodservice and supplies industry with data visualization, configure, price and quote (CPQ) operations, reporting, multi-channel payment processing, and more. Using AQ, organizations can provide defined payment terms for customers through project milestones and access a database of product descriptions, pricing details and spec sheets, among other content. Its configuration capabilities help businesses accessorize or modify equipment to create quotes based on requirements. Additionally, manufacturers can gain insight into the number of listed products across regions, sales metrics and project-to-quote conversation rates. AQ facilitates integration with Autodesk, AutoCAD and Autodesk Revit to import designs, edit batches and create CAD drawings. Pricing is available on request and support is extended via email, phone, video tutorials and other online measures.

backdocket reviews

We have been using it for almost a year now and don't have any regrets about switching over.

- Margo G. Paralegal

The customer service is AMAZING. These people care whether the software is meeting your unique needs. They respond quickly and have tons of VIDEOS to walk you through what you don't know, so you don't have to waste valuable time calling a tech person or googling what to try.

- Breila F. Attorney

Backdocket has allowed me with single touches of a button to access, manage and efficiently work on a client's file. It's a one stop shop and I don't have to juggle opening different programs to look for something in a client's file. It's all managed in one easy access file.

- Monique H. Paralegal

AutoQuotes reviews

I have been using AQ for over a decade and today's version is the best. We rarely have a problem with the program and when we do the HELP features seem to solve it. I also like the ability to customize the features to tailor to our business needs. he ability to get rid of features is nice too, it help greatly when we are training a new employee to use AQ. It is overall a great product.

- Kent S.

AutoQuotes is a key part of my job and couldn't imagine doing my job with out it. It is one of my main software programs I use everyday

- John K.

I feel like AutoQuotes is relatively easy to use and offers a lot of options to meet our needs such as the CAD library, spec books, and owner's manuals. I would like to see it be easier to load additional owner's manuals to the program as not all of the will auto-populate. Overall I do not have any complaints.

- Carly E.

Pros & cons

backdocket

Pros
We have been using it for almost a year now and don't have any regrets about switching over.I love everything about Backdocket
It is so user friendly and very easy to learn
It helps me to manage client files efficiently.
Cons
Currently, the software does not have email integration, but it is on the roadmap for inclusion soon
This may already be a feature that I have not learned to properly utilize yet, but file sharing via link

AutoQuotes

Pros
I like the ease of building quotes for projects and building specification books for architects
Being able to give the customer true budget pricing is the best feature for me
I don't purchase or sell equipment
AutoQuotes is extremely easy to use and has hundreds of Foodservice equipment and supply manufactures.
Cons
No Mac or browser based support
Outdated interface
Seems slow at times, especially when working late into the evening.

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