Great Solution for Professional Presentation of Quotes Quote PDF is solving the formatting issues that have made quoting from SF a non starter for us–until now. We are excited to have the flexibility to present quotations in a custom format that effectively presents our goods and services. This product fulfills a basic, yet essential function of quoting through SalesForce and eliminates the need This product fulfills a basic, yet essential function of quoting through SalesForce and eliminates the need to quote in a separate system. Support has been excellent and this is a natural extension of their other application: Product Bundles.
Product Bundle + Quote PDF = Like We are using their Product Bundle app along with Quote PDF. Both the apps integrates seamlessly for generating customized professional looking quotes. I liked the idea of using Quote PDF as stand alone app too. Great support and very easy to configure.
Excellent product and service Product bundles filled a need we had in Salesforce brilliantly, but most importantly, the Support staff was right on top of helping me solve my customization issues. They responded within hours of my request and got me setup in no time. I highly recommend this product to anyone who needs to bundle their sales products.
Great vendor! Great app! Great support! We are Salesforce partner for 5 years now and implemented many AppExchange apps for our customers. This is my first review. Adroitus totally earned it. We were hunting for native app that would solve most , if not all of our client needs. We looked many apps, either they were too expensive or very hard to use. We were not so sure of Quote PDF, We were hunting for native app that would solve most , if not all of our client needs. We looked many apps, either they were too expensive or very hard to use. We were not so sure of Quote PDF, as this is a new app. but documentation looked very promising. We gave it a shot before going custom route.Right after install support called. We were on the call for 30 mins, modified pre-built template to match the branding, display right sections, columns, etc. We sent our first professional quote in less than 45 mins to an actual customer. We recommend Quote PDF if you need nice and easy to use tool for your quoting needs
Works great, amazing support and responsiveness. The app works well and has lots of configuration options. Best part is the support we received from Adroitus. They are responsive and helpful with troubleshooting, as well as receiving enhancement requests and implementing them in new versions of the product. Highly recommended.
Great App We recently installed this app, and we are very happy with it. It enables us to more effectively manage our quoting process. Bundles/kits have start and end dates, and they easily incorporate approval processes, so reps can create their own bundles they would like to use, while still giving the approval oversight to ensure proper configurations. …
– Great Product! This app does exactly what we needed it to do and it was extremely easy to install. Our quotes are generated from 30-50 products, however, 25 or more are on almost all of them. Being able to build these templates within the quote is a massive time saver for us! Support was also very helpful. Highly recommend!
Great app, great support I beta tested this app some time ago and am very happy to see it finally available on the market, as many companies are clamoring for bundling options. I have worked with Adroitus on other projects as well in the past and it has been a pleasure getting to know him, and he’s fought fires for us many times in the past. This product bundling app is
This app is way more than bundling products. I’ve been assessing other CPQ related products, but they were way complex for our needs. This app is just right for what we were looking for. I liked the ease of bundling products, discounting,…
Huge time saver! Our sales users simply love this tool. Very easy to configure and works with existing products and pricebooks. Best part is our product managers can design a Bundle for different pricebooks in just one click, instead of creating them from scratch. Very good support.
Solves a Fundamental Need We have been searching for a solution like this for months. After evaluating a dozen applications, we have settled on this one. Product Bundles allows us to present our goods and services in a way to sell more effectively. It integrates elegantly with SF and is very easy to install, and configure. We are also using Quote PDF, which is the natural
Precisely what we needed to automate quoting We tried a few different bundling apps from the exchange and this one is the easiest to use. It was super easy to install and setup. We deal with quite a few app companies and this one is the best when it comes to support. The multiple delete functionality is awesome for those needing to sell a base product with a variable amount of adder …
Great app, works with Professional Edition, incredible support Was looking for an app to use with Professional Edition and products, one that would let a client bundle products together into systems to make it easier for salespeople to add them to quotes. Also wanted a way to group products together and price the group as a product. This app did them both. Best part; support is incredibly responsive. Every …
Great tool and great support We have been using the Product Bundles for over a year and it has greatly improved our efficiency in putting quotes together and in improving the quality of our quotes. We had no issues with the installation and it is great to see Adroitus continually adding new features to help the process get easier.
Fantastic application and support This app is really useful and is very easy to use. The support has been amazing. I would recommend this app to anyone who wants to streamline the way products work in their SF environment.
Solved Our Accounting Challenge Creating bundles as products in Salesforce as a workaround created problems for invoicing and for our accountant. If you sell physical products, it’s also a challenge for inventory. Adroitus’ Product Bundle app is very well thought out and meets all of our requirements. Our invoices clearly show what is included in an order and we don’t have to do
Powerful, Flexible, and great to work with For our business, we needed a flexible solution for product bundles and management. Product Bundles did a good job of making bundles easy to create, deploy, and even break down to proper revenue recognition. The only thing it needs improvement on is better multi-currency support; something we use extensively.
Simple and Easy to Use This app met all of our business needs and more. Simply select the object you want to clone, define field specific rules, and also configure the cloning of related lists. iClone supports different configuration options based on records types, allowing us to clone prospect records differently than current clients. Androitus support was also very
– Simply Perfect! We had been evaluating several products for bundling when this product came into the picture. It was very simply – exactly what we were looking for. Nothing complicated to configure or set up but in contrast simple to install, and get bundled products set up right out of the box and available to sales team. Just the right flexibility to allow Customer support – huge plus and one of the metrics by which we look for vendors. Rapid response to inquiries and willingness to have hands on approach. The great part is that service, which was present during the evaluation phase, hasn’t stopped since we purchased. Highly recommend this native force.com product to anyone looking for a bundling product that integrates seamlessly and easily into their Salesforce platform
All Around Great Functionality and amazing Support We needed a solution that would allow us to put multiple items in one kit or bundle and after hours of exhaustive testing we decided to take a look at the App Exchange. These guys are amazing, their customer service is very good – but above that, their Application works perfectly for our needs. I can see this application having many uses for high
Quote PDF is solving the formatting issues that have made quoting from SF a non starter for us–until now. We are excited to have the flexibility to present quotations in a custom format that effectively presents our goods and services.
– Great solution – outstanding support This product is instrumental in helping us streamline the opportunity creation process in our organisation – the features are exactly what we have been looking for and appears that it will cut our quoting time down significantly. However, the most promising thing about this app has been the communication and support we have received
Strongest candidate We are currently evaluating bundling apps to implement in our Org. So far this has been one of the strongest candidates. Integrates well with backend and easy to configure.
Perfect Fit for a Non-Profit Org (NSPS) After searching for a while on how to address our needs for Donation Packages, finding Product Bundles was fantastic! Installation and customization was not difficult at all, and we immediately started using it. The support from Adroitus was the best I’ve ever seen – they take their time, and seem sincerely interested in helping you.
This App deserves a ★★★★★ Commendation! Product Bundle & Quote PDF both solved our problems and met our requirements. The apps are both user friendly and to add up, the support is great! Good Job!
Definitely a great application Many of our clients have had this long standing problem of subscription based products in which they wanted to be able to report on individual line items associated with a sold package. Product Bundles is the perfect app for this scenario. Also both the sales and support team are great and very helpful with any questions!
I love this app! After searching high and low for a Product Bundling tool that would work easily within Salesforce.com, I finally found it! This app is easy to use right out of the box. The few customizations we did require were done at super speed. The developer support on this tool is the best I have experienced with any application! I highly recommend “Product
Excellent Product Support The support rep I had the pleasure of working with provided superior service. I was very happy with his responsiveness and high-level of knowledge of Product Bundle and Salesforce. I found the app easy to install and configure; the customization documentation was very helpful.
Save time and improve performance Sales reps are saving hours using this app. With a click they simply add to opportunities all the products that belongs to a Special Pack; instead of selecting tons of products and quantity, they just click a button! Wow!!! Configuration is pretty easy: choose a pricebook, select the products and you are done! Could not ask something better!
More time selling, less time configuring With the implementation of Product Bundle for my company, product managers can quickly create bundles and less confusion for sales team. Our quotation process improved tremendously. We are very pleased with this application and highly recommend it.
Salesforce cloning relief.. Resolves all issues around cloning in Salesforce. It’s refreshing to find a tool that is so simple to use yet powerful in function. Like others mentioned support is top-notch.
We are using their Product Bundle app along with Quote PDF. Both the apps integrates seamlessly for generating customized professional looking quotes. I liked the idea of using Quote PDF as stand alone app too. Great support and very easy to…
Exactly what we needed! This app is exactly what we were looking for. The setup was incredibly easy. I had my first button completed in 5 minutes. Being able to wipe out fields as we clone has been the most beneficial thing for us. I highly recommend this app to anyone.
Simple and functional – superb Smart packaging, Combos, Bundles – No matter how you call it, the solution is here. A simple solution, that I am happy to have found and install. Great support and interaction with the team. Thank you
I have been in this industry for over a decade now and have seen the good, the bad and the ugly in add-on support. The developer of this App goes further than good, in fact I almost thought I was dreaming when I received an email literally hours…
Clone wars won! Super app. Clean interface and helpful support make installation and deployment a snap. We’ve been looking for a way to deal with cross object workflow automation and this app solved our problem fast and for a reasonable fee. Save a lot of steps without having to learn triggers or more advanced code. Highly recommend.
Great app and support We have tried several solutions to meet our requirements of dealing with bundles/kits of products, and this app was the most successful. Easy to install, great support and quick to respond, they helped me with all customizations and problems I have faced, excellent job.
Renewing for 3rd time… We implemented the CPQ solution over a year ago, and more than 500 bundles later, we’re confident Adroitus provides the solid foundation necessary for our next phase of significant growth. Being native force.com app integrating with Financial Force was very easy too. Our financial management is super pleased with the app right from day one. Adroitus ensured an effective implementation from the start, taking the time to learn and understand our business from POC through full deployment. They have continued to remain involved, suggesting uses for new features as they roll out.Their turn around time on new release is shockingly fast. They literally included our request as new feature in less than weeks time!
Product Bundle is very flexible and powerfull – from a long-time admin I have been using Salesforce for 6 years now and installed many AppExchange apps in various companies. I must say this is well thought app. There are very few apps out there with such rich functionality, keeping end user in mind. We switched to Product Bundles from homegrown app that was used by our global sales teams.
– Glad I switched! I was customer of another Bundle/CPQ app for quite some time. We needed some help customizing the app, the subscription rates went up astronomical amount. We decided the switch and started looking on AppExchange, again. I was glad to find Product Bundles, they not only helped with customization but also migration from old app. Support is top I was glad to find Product Bundles, they not only helped with customization but also migration from old app. Support is top class. If you would like to save time, try Product Bundles before trying any other vendors
does what it says I have been using this app for past couple of weeks and I must say this is great add-on if you clone records on records on regular basis. We clone opportunities with line items on regular basis and standard process is not that elegant. What we like is we can also clone trip reports which is custom object. Good work..
Intuitive app with all necessary functionality This app has all the features you could ever need from a cloning app. Simply select fields for desired object and over-write them during cloning. This along with many other great features – default values and multi-clone makes it perfect cloning app. Good support too, highly recommended.
very powerful and easy to use We were in transition phase and had a need to clone 1000 of records, custom and standard. Our biggest challenge was to > Clone child records as well, like line items, activity history, open tasks, and other custom related lists > Option to override certain field values, like owner id and date fields. We were surprised to find this tool on Saved us lot of time and headache from manually cloning the records.
Exactly what we were looking for We’ve been looking for a good bundle app for a while and tried some different solutions, but this is the one we decided to stick with. Easy to install and easy to use, it does exactly what you’d expect a bundle app to do. The support is amazing and they’re always quick to respond to your enquiries.
Saves our Reps a ton of time, and improves accuracy of our Opportunities We have just moved the software portion of our business to Salesforce.com, and the standard add products functionality was simply too time consuming for our reps. Additionally, required items were often being forgotten since many of our opportunities require a large number of product line items. Product Bundles solved that problem easily.
Great Application and Great Pre and Post Sales Support We were looking for a bundling solution to help further streamline our SF process, this application did EXACTLY what we needed and more. Easy to install and easy to configure. Strongly recommend!