About PricebookPlus

PricebookPlus is a heating, ventilation, and air conditioning (HVAC) solution, which helps dealers generate proposals and presentations to streamline sales processes. It helps professionals track pricing, create sales orders, manage leads and close deals on a unified platform.

Using PricebookPlus, HVAC dealers can view proposals via a webpage and automatically update equipment prices. Professionals can track order placement processes and generate proposals based on market segments. Additionally, the solution handles manufacturer incentives and financing operations.

PricebookPlus enables managers to edit, activate and deactivate proposals according to individual requirements. Pricing is available on request and support is extended via phone, email and ...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

4 Reviews of PricebookPlus

Overall rating

5.00 / 5 stars

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1 - 4 of 4 results

Do you use this product?Write a review

December 2020

Dave from Mountaineer Heating & Cooling

Company Size: 11-50 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

Great product, even better support and service!

I use PBP to quote options for mechanical quotes. I tried a few other software programs over the last decade + and ended up abandoning them in favor or a spreadsheet I customized. I had even considered working with a programmer to develop my own software program but then I found Pricebook - which does 90% of what I was hoping to incorporate.

Pros

PBP is the best software I found for quoting in our trade (and I tried a demo on several). It is a great time saver when providing multiple options to homeowners and they are always moving forward with the addition of more features and using technology. The days of writing a price on the back of a business card are long gone (at least they should be). The best thing about the software is the support from the team. Their response time to resolving any issue or glitch (which will happen from time to time with this type of program) is far superior to any other I have used. The team did an excellant job of set up and are always eager to help when I want to customize features. They really go above and beyond to make my job easier and I have often received callbacks after regular business hours when I'm in a pinch. They understand that my ability to do my job well, in part, depends on their program and support. If everyone I dealt with on a daily basis was on top of things like the Pricebook Plus team, my life would be a lot easier. I can't speak highly enough of their team and would recommend them to anyone...that is, unless it is my direct competitor.

Cons

There are a few things I would like to be able to customize a bit further but I think everyone will have their own preferences and prepare quotes a bit differently. Some of the things I have requested were added to the "wish list" and are now included. I hear others are also in the pipeline with the development team. One features I would like to see high on their list is the ability to "share" install kits from one quote to another collectively instead of individually. Probalby not a big issue if you quote generically but I quote using a materials list to help the install team so that would be a nice feature I hope to see in the near future. I would also like to see the ability to copy a quote so an original could be save and a copy or revision could be altered. I'm sure each individual will have personal preferences and it wouldn't be feasible to have every features every single user desires so no complaints. Pricebook is definitely more customizable than most other options.

Reasons for Choosing PricebookPlus

Customizable options, service from support team during demo.

Reasons for Switching to PricebookPlus

Professional presentation appearance, increased productivity (reduce quote time to allow for more quotes to be completed), excellent support team.

Response from Pricebook Digital

Replied December 2020

Thank you for this great summary of your experience with PricebookPlus!

December 2020

James from Home Comfort Solutions Inc

Company Size: 11-50 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

Great product, Great Value

Excellent product, great value and most of all they have the most impressive and responsive support team of any software product we deal with

Pros

Ease of Use and most importantly the support team and their responsiveness

Cons

wish it could integrate with my dispatch software

Reasons for Choosing PricebookPlus

Their responsiveness to meet our needs

Reasons for Switching to PricebookPlus

superior product

Response from Pricebook Digital

Replied December 2020

Thank you for your review of PricebookPlus! We truly appreciate your endorsement and feedback regarding your experiences with our software.

December 2020

Jason from The Plumbing and Air Service Co

Company Size: 51-200 employees

Industry: Construction

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

Great Product!

Pros

Easy to use and great customer service from the whole team!

Cons

Only problem I have with the system is not be able to do multiple systems on one proposal

Response from Pricebook Digital

Replied December 2020

Thank you, Jason - we're excited about how you're using PricebookPlus to bring more value to your customers!

December 2020

Bubba from Atlas AC Repair LLC

Company Size: 11-50 employees

Industry: Consumer Goods

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2020

Pricebook Usefulness

Awesome !!!! Product we've learned to use widely throughout our customer interaction processes. Customer loves the real time experiences that can be done remotely

Pros

Pricebook has help elevate our sales margins, it allows our customer base great selections of different tiers of products and services we offer. Allows the customer to have a great idea of different price ranges to fit their budgets and efficiency needs. Easy to navigate and add your own margins and options

Cons

None, the program is user friendly, easy to navigate once you've learned what tabs correlate w/ its data

Reasons for Choosing PricebookPlus

the ease of usage, user friendly and exceptional customer support w/ any questions or concerns we had learning the software. GREAT Support !!!!

Response from Pricebook Digital

Replied December 2020

Great to hear about your customer experience, Bubba!