Finding software can be overwhelming. Software Advice helps businesses to choose the right quoting software to help automate quotes and proposals and create invoices.

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iQuoteXpress

iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quotes by more than half. Used across almost every vertical—tech, real estate, manufacturing, education, and more—IQ... Read more

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Recent recommendations: 3 recommendations

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Verenia CPQ

Verenia CPQ is a cloud-based configure price quote (CPQ) solution for businesses in industries such as distribution, manufacturing, and Ecommerce. Key features include product visualization, price quotations, CRM and ERP integrati... Read more

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Recent recommendations: 2 recommendations

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KeapFrontRunners 2021

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v... Read more

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JobBOSS²

ECI Shoptech brings together industry-leading solutions E2 SHOP and JobBOSS to create the next evolution in job shop business management: JobBOSS². Designed specifically for job shops and make-to-order manufacturers, JobBOSS² is a... Read more

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mHelpDeskFrontRunners 2021

Founded in 2007, Mhelpdesk is a consolidated, efficient cloud-based field service solution that allows its users to easily manage their contacts, inventory, scheduling, and billing. ... Read more

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JobberFrontRunners 2021

Cyber Monday: Get 50% Off for 3 Months! Jobber is a cloud-based field service management software solution that allows small and midsize service businesses to manage field staff, provide customer support, and expand business opera... Read more

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Bitrix24FrontRunners 2021

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions, ... Read more

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Odoo

Odoo Point of Sale (POS) is part of Odoo’s integrated suite of business applications. The module is available both on and offline and provides unified data across stores and has an integrated inventory management function. Od... Read more

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Qwilr

Qwilr is a cloud-based sales documentation and request for proposal (RFP) solution. It offers audit trail features, sales and marketing document storage, a content repository and analytics functionalities. Qwilr features a te... Read more

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ServiceM8

ServiceM8 is a cloud-based field service management solution with landscaping business management capabilities which enables service businesses to schedule, deploy and manage all their field activities from a single solution. ... Read more

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Proposify

Proposify is the online proposal software that gives you control and visibility into the most important stage of your sales process. The close. From deal design to sign-off, get the confidence and flexibility to dominate deals. -... Read more

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RFP360

It’s not easy to source the right product, technology or service — and choosing the wrong vendor or supplier is costly. Instead of making things easier, traditional RFPs and other types of RFx (RFI, RFQ and more) complicate the pr... Read more

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shopVOXFrontRunners 2021

shopVOX is a cloud-based platform for small to large businesses, which helps automate and streamline all processes related to manufacturing of custom products. The centralized platform comes with job boards, which let users create... Read more

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Scoro

Scoro is a cloud-based professional services solution for small to midsize companies in advertising, consulting, IT and other industries. The solution provides a control hub that displays pending tasks, account information, key pe... Read more

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Fergus

Fergus is a cloud-based field service and job management solution designed for small and medium-sized businesses. The platform helps users manage a variety of jobs including quoting, estimating, scheduling, contact management, job... Read more

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Better Proposals

Better Proposals is a proposal management software that helps businesses create, share and organize custom proposals and cover pages. The platform includes customizable templates, which allows organizations to design personalized ... Read more

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Invoice2go

Invoice2go is an accounting management software designed to help independent contractors and small businesses create invoices/estimates, accept clients' payments and generate performance reports. Users can customize invoices by ad... Read more

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TradifyFrontRunners 2021

Tradify is a cloud-based construction and field service solution for energy, electrical, construction and plumbing companies. Primary features include online job management, scheduling, quoting, invoicing, materials tracking and r... Read more

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Proposable

Proposable is a cloud-based proposal management solution for small to medium size businesses that helps users create, track and sign formal proposals. From sending trackable web-based proposals to finalizing deals, the solution au... Read more

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WorkflowMax

WorkflowMax is a full-featured project management system that integrates with many popular document management systems, and provides job costing, job scheduling, timesheets, and more.... Read more

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Buyers guide


Last Updated: November 22, 2021

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.

FrontRunners

Your Guide to Top Quoting Software, April 2021

Software Advice uses reviews from real software users to highlight the top-rated Quoting Software products in North America.

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“Usability” includes user ratings for Functionality and Ease of Use.“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.Reviews analysis period: The reviews analysis period spans two years and ends on the 15th of the month prior to publication.