Quoting is an
important part of sales process. Creating fast and accurate quotes is critical
to the success of any company. Automating the quoting process through software
tools has shown to have the added advantage of increased productivity. Sales quoting software provides a simple and efficient way
to manage quotes. It helps to save time and effort and ensures consistency in
quotations and proposals.
Following are
some of the important features that quoting tools support:
Generate Multiple Versions of the Same
Quote
After you
create a quote for a specific customer, there is a high probability that his
quoting requirements may change slightly. For instance, he may want to add few
more items to the quote. In such a case, you can create another version of the
same quote. So depending upon the
changing quoting requirements, you can create different versions of the same
quote. With this feature, you can keep a record of every version of the quote created.
So you can know how many versions of the same quote have been generated.
Send Quotes in HTML/PDF Format
If you want
to create a good impression on the customer, you need to send the quote in a
visually appealing format. Most Quoting system software tools allow you to send
quotes in attractive HTML/PDF format. When you present the quote in a
professional manner, it can leave an indelible mark on the minds of the
customer and increase your chances of bagging the deal.
Simple yet Sophisticated User
Interface
Thanks to its
interface, some of the most complex configurations and quotes can be created
easily and quickly in minutes. The tool comes with a simple point and click
interface, hence operating it is even easier. So converting quotes to sales
order and purchase order can be done in a single click.
These quoting
tools are also sometimes called Web quoting solutions as they are available on Cloud. So an
internet connection and access to desktop, laptop and even mobile device allows
you to operate the software.
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