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Configure, price, quote (CPQ)
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Formitize

Formitize

The smart business platform
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From the vendor's website

Automate, go paperless and scale your business with ease.

Our review of Formitize

Product highlights

Screenshots of Formitize

We don't seem to have any screenshots to show you for this product. Please contact the vendor and ask them to upload some.

Email Formitize
Visit Formitize's features page

Capabilities and features of Formitize

Our software experts have identified these features of the system:

Advertised feature

Manage contacts

Advertised feature
Contact database 🛈
Database of contacts
Advertised feature
Contact categories 🛈
Categorisation of contacts
Advertised feature

Manage relationships

Advertised feature
Record of interactions 🛈
Log calls, meetings, and other interactions with contacts
Advertised feature

Configure customers' orders

Advertised feature
Embeddable configurator 🛈
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Advertised feature
Database of products 🛈
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Advertised feature
Database of services 🛈
List of services that the company offers
Advertised feature
Ad-hoc services 🛈
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Advertised feature
Configuration wizard  🛈
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Configuration wizard  🛈
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Advertised feature
Display real-time price changes 🛈
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Advertised feature
Multiple versions per customer order 🛈
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Multiple versions per customer order 🛈
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Advertised feature

Estimate service pricing

Advertised feature
Estimate effort in days 🛈
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Estimate effort in days 🛈
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Estimate elapsed time 🛈
Estimate time taken to deliver separate from effort
Not present
Estimate elapsed time 🛈
Estimate time taken to deliver separate from effort
Advertised feature
Estimate expenses 🛈
Estimate external costs as well as the cost of time
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Estimate expenses 🛈
Estimate external costs as well as the cost of time
Advertised feature
Rate cards 🛈
Apply customer price lists
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Rate cards 🛈
Apply customer price lists
Advertised feature
Multi-dimensional pricing calculations 🛈
Calculate prices based on more than just quantity
Advertised feature
Custom discounts 🛈
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Custom discounts 🛈
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Advertised feature
Rounding rules 🛈
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Quote customers

Advertised feature
Branded quotes 🛈
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Custom quotes 🛈
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Advertised feature
Custom proposals 🛈
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Online customer access 🛈
Let your customers see thier quotes online
Advertised feature
Interactive pricing 🛈
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Not present
Multiple versions 🛈
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Advertised feature

Manage tasks

Advertised feature
Task statuses 🛈
Move each task through different statuses
Advertised feature
Task due dates 🛈
Task deadlines
Advertised feature
Task checklists 🛈
Checklist of activities within each task
Advertised feature
Recurring tasks 🛈
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Advertised feature

Invoice customers

Advertised feature
Custom invoices 🛈
Fully customisable invoices
Advertised feature

Edit written content

Advertised feature
File attachments 🛈
Embed files in articles
Advertised feature
Quote blocks 🛈
Format quotes
Advertised feature

Manage workflows

Advertised feature
Form-triggered workflows 🛈
Start a new workflow when a form is filled in
Advertised feature
Conditional rules 🛈
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Advertised feature
Reusable workflow components 🛈
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Advertised feature

Store documents

Advertised feature
Unlimited document storage 🛈
Unlimited document storage
Advertised feature

Geolocate

Advertised feature
User's location 🛈
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Advertised feature
Geocoding 🛈
Find location (Longitude and Latitude) from address
Advertised feature

Store custom data

Advertised feature
Text field 🛈
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Number field 🛈
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Date field 🛈
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Time field 🛈
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Boolean field (checkbox/yes-no/toggle/switch) 🛈
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URL field (link) 🛈
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Email field 🛈
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Address field (location) 🛈
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Multi-select field (tags) 🛈
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Advertised feature
Formula field 🛈
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User field 🛈
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Advertised feature
Lookup field 🛈
Display data from a related table
Advertised feature
Data import 🛈
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Advertised feature

Secure company data

Advertised feature
Role-based permissions 🛈
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Advertised feature

Build a user interface

Advertised feature
Drag-and-drop form designer 🛈
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Advertised feature
Wizard-based configuration 🛈
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Advertised feature
Multi-column layouts 🛈
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Sliders 🛈
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Advertised feature
Mobile-friendly pages 🛈
Responsive pages useable on a mobile device
Advertised feature
Reusable components 🛈
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Advertised feature

Visualise data

Advertised feature
Dashboard(s) 🛈
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Advertised feature

Generate reports

Advertised feature
Scheduled reports 🛈
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Advertised feature
Custom reports 🛈
Fully customisable reports
Advertised feature
Export reports to CSV 🛈
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Advertised feature

Generate documents

Not present
Conditional content 🛈
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Advertised feature

Integrate with other tools

Advertised feature
Built-in integration(s) with other apps 🛈
Connect to other apps
Advertised feature
Open API 🛈
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Advertised feature

Deploy on mobile devices

Visit Formitize's integrations page

Formitize integrations

Accounting

Advertised feature
QuickBooks 🛈
Integrates with QuickBooks online
Advertised feature
Xero 🛈
Integrates with Xero

Payment platform

Advertised feature
Stripe 🛈
Integrates with Stripe
Visit Formitize's pricing page

Formitize pricing overview

Prices start at $29.99 per month per user. Prices last checked on 29th November 2022. Please check the vendor's website for the latest pricing.

Formitize

12 modules included

$29.99 per month per user

All registered trade marks, company names and brand names used on this website are the property of their respective owners. Information on product features and pricing are taken directly from the vendor's website and marketing materials. Features and prices may change. Please contact us to report any corrections.

We've done our best to make sure this listing is accurate, but we are not liable for any damages arising in contract, tort or otherwise from the use of this site or any material contained in it, or from any action or decision taken as a result of using the site.