Simplify Quoting using an Online Price Quote Software

Manual quoting is tedious, compelling you to spend hours of your precious time. When you automate your quoting process, you can generate quotes in a hassle-free manner.

With an online price quote software, you can create and send a quote in a couple of minutes. Quoting is easy only when you automate the process. Manual quoting involves the use of spreadsheets in which information is scattered, thereby making it difficult to generate quotes.

Easily Create and Quote Configurations

The quoting software you choose should come with a built-in CPQ platform. This platform will enable you to handle your complex quoting process with ease. Customers often request custom configurations and in such circumstances, a built-in CPQ functionality will be helpful.

Let's assume your customer requests a quote for desktop PC, with each component (monitor, keyword, mouse, etc.) from a different brand. Firstly, you have to configure the product and then price it accurately. This is possible if your software tool can configure price and quote products accurately.

Generate Invoice with a Single Click

When you use a quote generation software, you no longer have to create invoices manually. Once the quote has been accepted/approved by the customer, you can convert it into an invoice with a single click of a mouse and send it to customers.

With a quoting tool at your disposal, invoice generation is no longer a time-taking activity. Convert quotes into invoices instantly.

Track Quotes Easily

How will you know if a customer has opened your quote? Well, a price quotation software sends an email notification whenever the customer opens/accepts the quote. This will allow you to keep track of your quotes.

Supports Multiple Currencies

If you want to connect and do business with an international audience, the price quotation software must support multiple currencies.

Sticking to just one currency (American dollar) will restrict your business to a specific country only. So make sure the quoting tool enables you to do business in popular currencies.

Personalize your Quotes

Quote customization is an integral aspect of sales quoting software. Customization allows you to brand your quotes as per your needs. For instance, you can add the company logo, change the background color, font size, etc., to match your business needs.

Easy Access Anywhere

Web-based quoting software will empower your team to manage quoting from anywhere, at anytime. A web-based tool only requires an Internet connection to operate. A laptop connected to the Internet will allow you to access the software application and manage your quoting effortlessly.

Sales Pipeline Reporting

This reporting tool is available in CPQ solutions that provide deep insights into your sales pipeline. It will help you in sales forecasting as well as identify issues in your pipeline.

If you want to improve your sales performance, it is important to manage your sales pipeline effectively. This is what you can exactly do with sales pipeline reporting.

You can generate various types of reports that can help you in pipeline analysis. This will enable you to improve your pipeline and facilitate the movement of prospects from one stage to another. Pipeline reports will also give you an overview of how your sales team is performing.

Built-in CRM Tool

A quoting application with a built-in CRM application will allow you to manage your customer interactions and sales pipeline more effectively. This will help you to grow your business and earn a handsome amount of money.

On the whole, when you want to increase your win rate, boost your lead volume and close deals faster, bring automation into your business by using a sales quoting software.

Arnaldo is content contributor wrote article on VAR business management, eCommerce, B2B business and trending topics.