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Quoting Software


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QuoteWerks logo
 
QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals. QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, ConnectWise,... Read More
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QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals. QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, ConnectWise,... Read More
 
Verenia CPQ logo
 
Verenia CPQ is a cloud-based configure price quote (CPQ) solution for businesses in industries such as distribution, manufacturing, and e-commerce. Key features include product visualization, price quotations, CRM and ERP integration... Read More
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Verenia CPQ is a cloud-based configure price quote (CPQ) solution for businesses in industries such as distribution, manufacturing, and e-commerce. Key features include product visualization, price quotations, CRM and ERP integration... Read More
 
Apttus CPQ logo
 
Apttus Contract Management is a cloud-based and on-premise supply chain management (SCM) and configure price quote (CPQ) software designed for large companies in a variety of industries. It offers solutions in areas such as e-commerce... Read More
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Apttus Contract Management is a cloud-based and on-premise supply chain management (SCM) and configure price quote (CPQ) software designed for large companies in a variety of industries. It offers solutions in areas such as e-commerce... Read More
 
Configure One CPQ logo
 
Configure One CPQ is a cloud-based product configurator designed specifically for products that are configurable, customizable or have multiple options. The configurator solution is compatible with both large and small businesses.... Read More
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Configure One CPQ is a cloud-based product configurator designed specifically for products that are configurable, customizable or have multiple options. The configurator solution is compatible with both large and small businesses.... Read More
 
Cincom CPQ logo
 
Cincom CPQ is a configure price quote (CPQ) solution built especially for manufacturing companies and other businesses offering complex products and services. Both cloud-based and on-premise deployment options are available. Key features... Read More
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Cincom CPQ is a configure price quote (CPQ) solution built especially for manufacturing companies and other businesses offering complex products and services. Both cloud-based and on-premise deployment options are available. Key features... Read More

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Oracle CPQ Cloud logo
 
Oracle CPQ Cloud provides businesses a way to automate the Configure, Price, and Quote (CPQ) process and produce 100% accurate quotes.  Oracle CPQ helps users choose the optimal products based on their customers' needs; configure... Read More
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Oracle CPQ Cloud provides businesses a way to automate the Configure, Price, and Quote (CPQ) process and produce 100% accurate quotes.  Oracle CPQ helps users choose the optimal products based on their customers' needs; configure... Read More
 
Zimit logo
 
Zimit is a cloud-based configure price quote (CPQ) solution that caters to the enterprise services industry. Features include solution catalogs, guided selling, automated proposals, quote analytics and more. Zimit provides users with... Read More
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Zimit is a cloud-based configure price quote (CPQ) solution that caters to the enterprise services industry. Features include solution catalogs, guided selling, automated proposals, quote analytics and more. Zimit provides users with... Read More
 
CallidusCloud Configure Price Quote logo
 
CallidusCloud Configure Price Quote is a cloud-based CPQ product for organizations of most sizes and industries. CallidusCloud CPQ can be used on any device with a web browser. Side-by-side comparisons enable users to view and compare... Read More
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CallidusCloud Configure Price Quote is a cloud-based CPQ product for organizations of most sizes and industries. CallidusCloud CPQ can be used on any device with a web browser. Side-by-side comparisons enable users to view and compare... Read More
 
Infor CPQ logo
 
Infor CPQ (Configure Price Quote) offers industry-specific functionality to manufacturers and distributors in verticals such as aerospace, fashion, furniture, agricultural equipment, doors and windows, and more; it allows an entire... Read More
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Infor CPQ (Configure Price Quote) offers industry-specific functionality to manufacturers and distributors in verticals such as aerospace, fashion, furniture, agricultural equipment, doors and windows, and more; it allows an entire... Read More
 
Salesforce.com logo
 
The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read More
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The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read More

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PandaDoc logo
 
PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. PandaDoc... Read More
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PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. PandaDoc... Read More
 
Quotient logo
 
Quotient is a cloud-based configure-price-quote (CPQ) solution that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. Key features include contact management,... Read More
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Quotient is a cloud-based configure-price-quote (CPQ) solution that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. Key features include contact management,... Read More
 
Epicor Manufacturing logo
 
Epicor ERP is a solution with functionality for accounting, inventory control, pre-production materials planning and manufacturing execution (MES). The system is delivered either on-premise, hosted or as a cloud-based software as a... Read More
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Epicor ERP is a solution with functionality for accounting, inventory control, pre-production materials planning and manufacturing execution (MES). The system is delivered either on-premise, hosted or as a cloud-based software as a... Read More
 
Epicor Mattec MES logo
 
Mattec MES by Epicor is a manufacturing execution system that is suited to plastic molders, repetitive manufacturers and those with an assembly process involving multiple machines. It is designed to help floor operators to monitor... Read More
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Mattec MES by Epicor is a manufacturing execution system that is suited to plastic molders, repetitive manufacturers and those with an assembly process involving multiple machines. It is designed to help floor operators to monitor... Read More
 
Socket logo
 
Socket is a cloud-based configure, price, quote (CPQ) solution that helps sales team to create quotes or proposals using built-in templates. Key features include electronic quote acceptance, online payment processing, margin tracking... Read More
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Socket is a cloud-based configure, price, quote (CPQ) solution that helps sales team to create quotes or proposals using built-in templates. Key features include electronic quote acceptance, online payment processing, margin tracking... Read More

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CIS Configurator logo
 
CIS Configurator is a cloud-based tool for large and midsize manufacturing businesses. It helps automate configuring, pricing and quote generation. It can operate as a standalone solution using its own SQL database or integrate with... Read More
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CIS Configurator is a cloud-based tool for large and midsize manufacturing businesses. It helps automate configuring, pricing and quote generation. It can operate as a standalone solution using its own SQL database or integrate with... Read More
 
ProfitFab ERP logo
 
ProfitFab from Micro Concepts & Solutions is a manufacturing resource planning system designed to help businesses manage their orders, create quotes, assess jobs and inventory and draw detailed reports within a comprehensive, server-based... Read More
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ProfitFab from Micro Concepts & Solutions is a manufacturing resource planning system designed to help businesses manage their orders, create quotes, assess jobs and inventory and draw detailed reports within a comprehensive, server-based... Read More
 
Infor Process Manufacturing Essentials logo
 
Infor Process Manufacturing Essentials Software is an integrated system designed to specially address the management and automation needs of process manufacturers. Infor Process Essentials is a full software suite that includes functionality... Read More
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Infor Process Manufacturing Essentials Software is an integrated system designed to specially address the management and automation needs of process manufacturers. Infor Process Essentials is a full software suite that includes functionality... Read More
 
Estimo logo
 
Estimo is a cloud-based configure, price, quote (CPQ) solution that helps businesses across various industry verticals to manage their estimation related activities and routines. Estimo allows users to re-use relevant estimates and... Read More
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Estimo is a cloud-based configure, price, quote (CPQ) solution that helps businesses across various industry verticals to manage their estimation related activities and routines. Estimo allows users to re-use relevant estimates and... Read More
 
Infor CPQ logo
 
Infor CPQ (Configure Price Quote) offers industry-specific functionality to manufacturers and distributors in verticals such as aerospace, fashion, furniture, agricultural equipment, doors and windows, and more; it allows an entire... Read More
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Infor CPQ (Configure Price Quote) offers industry-specific functionality to manufacturers and distributors in verticals such as aerospace, fashion, furniture, agricultural equipment, doors and windows, and more; it allows an entire... Read More
 

Buyer's Guide

by Taylor Short,
Market Research Associate
Last Updated: August 25, 2018


Winning new customers is no easy task. 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. One thing that businesses do have full control over, though, are their own sales processes, and that's where quoting software comes into play.

With quoting software, businesses can improve sales processes by streamlining and automating the creation of proposals and sales quotes. 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.

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.

We'll cover the following topics:

What Is Quoting Software?
Common Features of Quoting Software
What Type of Buyer Are You?
Benefits of Quoting Software
Key Considerations

What Is Quoting Software?

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. These software systems automate the creation of quotes and proposals to generate them more quickly and with fewer errors.

With the software, quotes and proposals are generated in multiple file formats and can be shared through multiple channels. The software also allows quotes to be converted into invoices and affords users the ability to handle contracts using e-signatures and digital agreements.

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.

Common Features of Quoting Software

Here are some common features of quoting software:

Quote creation 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.
Custom quotes 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.
Status updates for quotes Helps you stay updated about which quotes have been sent, viewed and accepted. Some vendors also give clients the ability to accept/decline and comment on the quote, removing the need for email follow-ups.
Turn quotes into invoices Pulls details directly from quotes and creates a separate, brand new invoice. This makes sales even smoother as well as reducing the potential for human or clerical error.
E-signatures and online payments Speeds up the process of closing sales by making it possible to complete tasks—such as online acceptance and payment—within the quote.
quote creation template in socket
Quote creation template in quoting software platform, Socket

What Type of Buyer Are You?

Quoting software could be useful for many different types of retailers, but here are a few types of businesses that will get the most out of these types of systems:

Creative agencies. Creative agencies should opt for quoting software with a variety of options to customize proposals and quotes. Vendors that provide interactive and mobile-friendly web pages to replace traditional PDF proposals would be a great fit for these organizations, which would want to show off their innovation and creativity.

Manufacturers. Quoting software for manufacturers should specifically focus on product configuration, real-time pricing and the capability to deliver proposals on the spot. Some manufacturers might also need bid packages and CAD (computer-aided design) engine to visualize their products effectively.

Landscape industry workers. For individuals and businesses in the landscape, fencing, irrigation and roofing industries, some additional, specialized features might be worth considering. For example, a self-service widget customers can use to measure their properties in order to get more accurate quotes.

Business sales reps. For sales reps in any business, look for quoting software that includes functionality to support upselling and discounts.

Field service agents. Field service agents should look at quoting software with robust scheduling tools to provide more options and convenience to customers.

Benefits of Quoting Software

There are many advantages of using a dedicated quoting software system, but here are a few of the biggest to consider:

  • Increased sales team performance. By eliminating errors and expediting response times, sales reps can get through more proposals and invoices more quickly, leaving more time for customer service and other important business activities.
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  • Increased accessibility. With a cloud-based quoting software solution, users can create quotes from wherever they happen to be—whether they're in the office or working remotely. Increased accessibility ensures increased flexibility, speeding up the sales cycle and increasing revenue in turn.
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  • Brand building. The customizable quote templates help build your brand by allowing users to incorporate logos, specific colors or any other iconography that helps customers recognize their business. This is valuable for both established enterprises and small businesses that need to build up their brand recognition.

Key Considerations

When deciding which quoting software system best suits your needs, here are a few important considerations to be aware of before making a purchase:

Cloud-based vs. on-premise software. Cloud-based quoting software offers greater flexibility, which makes it a good fit for businesses with multiple locations or employees who sit in different offices or cities. On-premise software is hosted on your own server and typically sold in single license fees rather than monthly subscription fees. This type of deployment can mean a bigger spend upfront, but may end up costing less over time.

Security. You'll want to evaluate quoting software that adheres to the latest industry standards. One thing to ask for when speaking to vendors will be documentation that states clearly what security protocols their product provides to protect customer data as well as your business's information.

Integrations. Choose quoting software that integrates well with other business systems you are already using. This makes it easy to share data between the programs, which saves you from double data entry and streamlines the quote creation process.

Multichannel communication. Having integrated communication channels to engage prospects and close deals is always a plus. You can do away with back-and-forth emails or phone tag and spend quality time on strategic initiatives.

 

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