Quote Editor by Balink

Terrible support

The instructions they provide are a good start but don't contain everything you need. When I requested help from their support for coding and formatting issues, it took me over 2 weeks and several emails before I even got a response. The free trial only lasted 30 days, so that was half of it right there. Then the developer needed to do some research to answer several questions he couldn't resolve; it has been over 2 weeks since then and I still haven't had a response to any of my emails. The free trial is now over (he was also supposed to extend it since it took 2 weeks for him to respond to begin with), and I still have not heard back from their support. I would not recommend this program, because if you ever need help to make a simple template, you will not get an answer it a timely manner, if at all.

Pretty sure this app is dead

Gave this a try and seemed okay at first but had some questions about it before we subscribe so I emailed them a week ago and still have never heard back. It's only $12 a month a user but at 10 users I'm not going to sign up if they don't respond to emails. Decided to go with another solution instead.

Professional & easy to use

Great product to produce professional quotes fast. Tool is easy to use and allows for flexibility in designing layout.

Struggled for months before giving up, I'm over it.

This software promises a lot and is very cool, but contains many bugs that make it unusable. In the quote grid, if you enter invalid data into the quote line item quantity and try to save, your entire quote will be deleted with random line items being left behind. I lost hours almost every time I tried to build a quote due to this. This problem also happened randomly when I made other changes to the quote grid line items but I never could get a finger on exactly when and why it happened. When your try to reorder rows and columns in the quote grid and press save nothing changes. Tried to delete line items in quote grid and sometimes they were stubborn and simply would not delete, after every save they just remained. Also it would be nice to not have to delete items from one section, just to add them to another. It would be nice to be able to drag and drop them into different sections as you wish. Also you cannot edit line item descriptions from the quote grid, even though the button appears to let you do so, when you press the pencil icon an un-editable dialog pops up. You have to exit out and go into to salesforce's native line item list to do this which is annoying and time consuming. If they were to fix these bugs, I might go back to using it. But the company is on the other side of the planet and too slow to respond to tech support. Sorry guys I'm moving on.

Very flexible and powerful quote editor

Very nice app, so it needs to be Salesforce1 compatible to archieve the excellence !!!

Gives us what Salesforce could not

As an Admin and not a User, it has been a pleasure configuring this app. It's full of features and almost everything is open for modification to tailor to the needs of a specific business. The customer support is a bit delayed in response since they're probably backlogged, but once they answer, they're very helpful, knowledgeable, and courteous.

Great tool for quoting and amazing customer service!

We needed to find a quoting solution that allowed us to have two sections of our quote, one section being a fixed monthly cost and another being a la carte items. We spent hours working on and trying to customize Salesforce and other solutions on the app exchange to do this, but ultimately we found Quote Editor. Quote Editor provided us out of the box functionality for complex quotes and the ease of use we required for our sales team. I did have some issues with customizing the Quote Editor with several different price books (we have a tiered partner program) and had to reach out to their support team for assistance. Andre and his team were very quick to reach out to me and solve my problem. The Quote Editior is a must have for any company who wants to do quoting inside SFDC! The ease of use and the ability to handle complex quoting situations makes Quote Editor a great fit for any company both large and small!

Perfect app for our needs and great support

I was browsing the appexchange for quite some time for a quote editing tool that allowed us to group products into configurable sections and to also create a full document which includes the quote in one step. QuoteEditor ticks all the boxes for us. There was a minor issue after the app was installed but the guys over at BALink were all over it and very quickly resolved it. thanks guys :-)

Great product, responsive vendor

Highly recommended for anyone seeking a middle ground between Salesforce's native Quote generation functionality and some of the other full service (and more expensive) CPQ apps on the AppExchange. In our case, we simply needed greater control over the look and feel of the quote document than Salesforce provides out-of-box. Quote Editor offers great functionality beyond this, but keeps it disentangled from the document generation itself, which is key for me because it reduces user confusion. They were also able to deliver on several requirements that called for customization on their part, and did so quickly and professionally. Very happy with all of this, thanks guys.

Great Tool

The Balink quoting tool is easy to use and a major improvment over our past process. We are able to easily manage very large and complicated quotes for very complex businesses.