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

Showing 1-20 of 26 products

eRep

eRep is a cloud-based configure price quote (CPQ) solution designed for businesses across various industries such as HVAC, plumbing, fire protection, electrical, control industrials and more. Key features include approval workflows,... Read more

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Recent recommendations: 5 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Configure One CPQ

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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Recent recommendations: 4 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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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 e-commerce. Key features include product visualization, price quotations, CRM and ERP integration... Read more

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Recent recommendations: 2 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Cincom CPQ

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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Recent recommendations: 2 recommendations

Platforms: MacWinLinux
Deployments: On premise
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Infor CPQ

Infor CPQ is a hybrid configure price quote (CPQ) solution that helps manufacturers and distributors in verticals such as aerospace, fashion, furniture, agricultural equipment, doors and windows and more to generate custom quotes for... Read more

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Apttus CPQ

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

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Zimit

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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Platforms: MacWinLinux
Deployments: Cloud, On premise
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CallidusCloud Configure Price Quote

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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Platforms: MacWinLinux
Deployments: Cloud, On premise
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OpenJanela

OpenJanela is a Commercial Open Source ERP for window and door manufacturers and sales organizations. Start by managing clients through OpenJanela's CRM module, then jump directly into Quotations to visually design custom and standard... Read more

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Recent recommendations: 1 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Salesforce.com

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

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Housecall Pro

Housecall Pro is a cloud-based configure price quote (CPQ) solution that helps users prepare custom invoices and manage online payments. Key features include automated payments, quoting, online booking, payments processing and recurring... Read more

Platforms: MacWinLinux
Deployments: Cloud, On premise
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PandaDoc

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

Platforms: MacWinLinux
Deployments: Cloud,
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QuoteWerks

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

Platforms: MacWinLinux
Deployments: On premise
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Epicor Manufacturing

Epicor ERP is an integrated enterprise resource planning that is delivered either on-premise, hosted, or as a cloud-based Software as a Service (SaaS) offering. It caters to small, midsize and large enterprises in aerospace, automotive,... Read more

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Epicor Mattec MES

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

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Logicbox

Logicbox is cloud-based business management software that is suitable for small to midsize companies in a variety of industries. It offers a suite of business management modules and functions that can be configured to incorporate... Read more

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Socket

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

Platforms: MacWinLinux
Deployments: Cloud, On premise
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ResponsiBid

ResponisBid is an online bidding and selling solution that helps small size field-service businesses provide service quotes to potential customers. ResponsiBid enables users to automate bidding and follow-up of service requests. It... Read more

Platforms: MacWinLinux
Deployments: Cloud, On premise
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CIS Configurator

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

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Expedite Commerce CPQ

Expedite Commerce, built on Salesforce, is a cloud-based configure price quote (CPQ) solution that helps manufacturing, distribution and communication businesses with quote-to-cash processing, automatic billing and payments. Its key... Read more

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Buyers guide


Last Updated: May 30, 2019

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-