![]() Helps you stay updated about which quotes have been sent, viewed and accepted. Offers prebuilt templates that can be populated with details about customers, branded logos and other specific information to result in a professional and accurate quote that represents your company. Lets users create and send quotes and proposals by leveraging integrations with other tools to access data such as contact lists, inventory and sales pricing. Here are some common features of quoting software: Quoting software allows businesses to spend more time focused on clients and other strategic tasks instead of on manually maintaining paperwork and proposals, which means faster quotes, smoother sales processes and, most important, happier customers. The software also allows quotes to be converted into invoices and affords users the ability to handle contracts using e-signatures and digital agreements. With the software, quotes and proposals are generated in multiple file formats and can be shared through multiple channels. These software systems automate the creation of quotes and proposals to generate them more quickly and with fewer errors. Quoting software is a type of configure-price-quote (CPQ) software that places a stronger focus on the proposal and request for proposal (RFP) stages of the sales process. ![]() Key Considerations What Is Quoting Software? In this Buyer's Guide, we'll explore the various features offered by quoting software that can help businesses respond to customers better and handle sales processes more efficiently. Software features such as e-signature, quote creation and CRM help ensure that not only will you be able to serve your customers better, but you'll also be able to complete routine sales tasks faster. ![]() With quoting software, businesses can improve sales processes by streamlining and automating the creation of proposals and sales quotes. One thing that businesses do have full control over, though, are their own sales processes, and that's where quoting software comes into play. Between branding, advertising, pricing, customer service and countless other factors, it's safe to say a lot goes into attracting new clients-some of them easier to control than others. Buyers Guide Last Updated: March 16, 2023 ![]()
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