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AccuQuote

by Rep Order Management (ROM)

Engineered for HVAC manufacturers' representatives to streamline complex commercial quote creation and eliminate spreadsheet calculation errors.

AccuQuote - by Rep Order Management (ROM) - Proposal Software software - logo 5.3 - Good
Per User · $50/mo Mobile App 35 Features 4 Integrations
Visit website → Buy from Rep Order Management (ROM)

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About This Product

Fills a distinct niche for the B2B side of HVAC (reps and distributors) who handle complex margin, markup, and commercial freight calculations that traditional residential quoting software cannot support.

FSH Score Breakdown

Ease of Use
6.5
Features
4.5
Support
5.0
Value
7.0
Integrations
3.0
AI Capabilities
1.0

Customer Reviews

Features

35 features confirmed across 15categories· Showing confirmed capabilities only

Platform & Customization5features

Custom API AccessSeamless API IntegrationsCustom TemplatesCustomizable Quoting TemplatesData ImportElimination of manual data re-entryDocument ManagementLinked Documents and Spec SheetsCustom BrandingBrand Consistency

Reporting & Analytics4features

AnalyticsData & AnalyticsReportingCustomizable reportingReporting ForecastingAI-powered forecastingGoal TrackingSales Rep Tracking

Scheduling & Dispatch3features

SchedulingInteractive Bid CalendarWork OrdersIntegrated Order CreationProject ManagementProject Tracking

Estimating & Quoting3features

Quoting & EstimatesCustomized Quote FormattingMobile EstimatesSpecification EditorCentralized updates for specs, cost, and markup

Customer Communication3features

NotificationsAutomatic Email NotificationsEmail IntegrationCall RoutingLine Card Management

CRM & Sales3features

CRMCRMLead ManagementLead ManagementSales AutomationCross-Line Opportunity Tracking

Invoicing & Payments2features

Price BookReal-time synchronization of manufacturer pricing and documentationBackcharge ManagementBackcharge Tracking

Inventory Management2features

Inventory ManagementInventory ManagementPurchase OrdersOrder Management

Technician Management2features

Commission TrackingCommission trackingCertification ManagementSpecification Tracking

Equipment & Asset Management2features

Equipment TrackingSales Rep Activity TrackingRemote DiagnosticsCustomer Record Access on the Road

Accounting Integration2features

Job CostingProfit & Margin On JobsAccounting IntegrationReal Time Financials

Fleet & GPS Management1feature

GPS TrackingReal-time Tracking

Mobile & Field Tools1feature

Digital FormsDigital Project Folder

Compliance & Safety1feature

Manual J Calculations100% Calculation Accuracy

AI & Automation1feature

Automation RulesQuoting automation

Integrations 4 across 2 categories

Accounting 3
NetSuite

NetSuite

QuickBooks Online

QuickBooks

Sage

Sage

CRM 1
Microsoft Dynamics 365

Pricing

Model
Per User
Starting at
$50/mo

Related Products 9 across 1 category