Quote Automation
You have decided to ditch manual quoting and embrace software tool so that you can accelerate your quotation process. Be it calculations or adding products to your quote, every aspect of your quoting process should be automated. This will enable you to create quotes in a span of few minutes and manage quoting process effortlessly. So ensure that the software tool completely automates your quoting process and allows you to devote time in other important activities.

Ability to Manage Every Aspect of your Business
When you buy a quoting system, you don’t want to use separate tools to create and send invoices or manage your interactions with prospects and existing customers. Using different systems to manage every aspect of your business can, in fact, make your team inefficient and unproductive. This will defeat the very purpose of incorporating a quoting system into your business.
Make sure the Sales Quoting software you choose comes with a built-in CRM tool and allows you to create invoices for quotes that have been approved by the customer. This will eliminate the need to switch between systems and focus more on tasks in hand. You have complete details of your customers and contacts in one system, thereby making it easier to create a quote for that contact.

Ability to Send Quotes in Attractive Formats
Sending an accurate quote is not the only criteria to win deals. It is important that you send quotes in a proper format so that it puts a very good impression on the receiver. In other words, the Quote management system you choose should allow you to send gorgeous and attractive quotes, critical to improve your chances of winning the sale. Quite a few quoting systems are designed to send quotes in impressive PDF and HTML format. This can work wonders as far as getting new business is concerned.

Reporting Feature
This is another very important feature that will allow you to generate different types of reports that give a summary of how your sales team is performing. Reports will give an idea about how your business is progressing in terms of revenue and sales. Know how your sales reps are performing, get an in-depth view of quote conversion rate.
With this feature, you can monitor the performance metrics of the quotes and identify the factors that are slowing down your sales process. Also, many companies that sell quoting tools have pre-canned reports and even allow users to create custom reports.

Ability to Configure and Quote Products
As a reseller of IT products, you might have to create quotes containing product configurations. There are customers who want to buy a laptop with each component of a completely different brand. In such circumstances, if you are planning to buy IT product quoting software, make sure it allows you to quote customized product configurations.
The quoting system you pick should allow you to configure, price and quote products in a minimum amount of time. This is a must-have feature for enterprises involved in selling IT products. This feature helps you to accurately quote a range of complex configurations, in turn helping to increase online sales.

Web-based
Choose a web quoting system that is designed to support Online sales quoting. These tools are extremely convenient as far as usage is concerned. Just use your laptop connected to the Internet to create some of the most complex quotes. When you use cloud-based quoting software, there is absolutely no need to spend money on servers or network infrastructure to install the software.
The software tool is already available on the Internet. All you have to do is download it from the Web to use it. So instead of choosing an on-premise software, go for a cloud-based one, which is far easier to incorporate it into your business.

Electronic Signature
Want to make it easy for your customers to approve a quote? If yes, make sure the quoting tool comes with an electronic signature feature. With this feature, your customers don’t have to deal with time-consuming documentation work to accept a quote. No dealing with faxing and scanning of documents. This is one of the biggest advantages that can help you to get faster sign-off from your customers. This feature can certainly help to streamline your quote-creation process.