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PandaDoc

FrontRunners 2024

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more de...Read more about PandaDoc

4.5 (1105 reviews)

8 recommendations

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 about iQuoteXpress

4.8 (21 reviews)

7 recommendations

SolSuite

SolSuite is a cloud-based configure price and quote (CPQ) management solution that helps sales teams to automate their quotation routines and manage interactions with clients SolSuite provides sales teams with tools such as disco...Read more about SolSuite

5.0 (2 reviews)

4 recommendations

EASA

EASA is the leading software tool for those businesses currently using highly developed and complex Excel spreadsheets, including those with macros/VBA, for critical functions but are being hindered by the common limitations such ...Read more about EASA

4.3 (14 reviews)

3 recommendations

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Experlogix CPQ

Experlogix is a cloud-based Configure, Price Quote (CPQ) solution that streamlines the sales ordering and quoting process for organizations with configurable products or services. Experlogix CPQ seamlessly integrates with both ...Read more about Experlogix CPQ

3.8 (21 reviews)

1 recommendations

Epicor CPQ

Epicor CPQ ensures every configuration is accurate, profitable, and optimized from an engineering standpoint. It then automatically calculates pricing and generates a quote. Finally, it generates CAD drawings and bills of material...Read more about Epicor CPQ

4.5 (17 reviews)

1 recommendations

Quote Manager CPQ

Quote Manager enables users to create and send professionally branded quotes from Dynamics 365 in a few minutes. As a native solution, Quote Manager works with all the standard Dynamics features including word templates, PDF ge...Read more about Quote Manager CPQ

5.0 (3 reviews)

1 recommendations

Xero

FrontRunners 2024

Xero is a global small business platform with 3.95 million subscribers which includes core accounting, payroll, workforce management, expenses and projects. Xero also has an extensive ecosystem of connected apps and connections to...Read more about Xero

Keap

FrontRunners 2024

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 about Keap

JobBOSS²

JobBOSS² helps job shops, make-to-order manufacturers, and contract manufacturers improve profitability and manage their supply chain. By integrating people, processes, and technology, our quote-to-cash solution reduces bottleneck...Read more about JobBOSS²

Bitrix24

FrontRunners 2024

Bitrix24 is an online workspace for small, medium, and large businesses. It features over 35 cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and m...Read more about Bitrix24

mHelpDesk

mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk ...Read more about mHelpDesk

Odoo

Odoo is the #1 open-source integrated business apps suite. Main apps include Website Builder, eCommerce, CRM, Accounting, Project Management, Warehouse Management, Manufacturing, Human Resources, and Marketing. There is an app for...Read more about Odoo

Jobber

FrontRunners 2024

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 operations either through a mobile app or a d...Read more about Jobber

Abby

With Abby, an auto-entrepreneur can manage administrative procedures on a single platform, streamline the automatic calculation of contributions, and send declarations to Urssaf. The invoicing module assists with the creation of ...Read more about Abby

PayPal Invoicing

PayPal Invoicing is a free solution that makes it easy to send invoices and get paid faster. Create and send professional-looking invoices, track payments and view transaction histories, and stay on top of your business with PayPa...Read more about PayPal Invoicing

JobNimbus

JobNimbus is a CRM and project management software wrapped up in one application. The platform is an end-to-end solution designed to help contractors (roofing and construction professionals) streamline their communication and bett...Read more about JobNimbus

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 about Qwilr

Sage 100

Sage 100 is a cloud-connected ERP platform (Enterprise Resource Planning) for medium-sized manufacturers, distributors, and professional service companies. Finance, budgeting, planning, inventory, supply chain, production manageme...Read more about Sage 100

ServiceM8

ServiceM8 is the app for trade contractors & service businesses, such as plumbing, electrical, HVAC & refrigeration contractors, locksmiths, cleaners & gardeners — any kind of small business which manages jobs & staff in the field...Read more about ServiceM8

Buyers Guide

Last Updated: March 16, 2023

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.

  • 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.

  • 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.