In order to improve sales operations, quoting software is used. In this way, it is possible to optimize quotation processes and consequently improve offers in the trade. The company’s customers will be able to receive fast and accurate quotations. This type of software is almost always integrated with other sales operations, among them CRM, electronic signature and many others. Familiarize yourself with some of the programs that will help in solving quotes and proposals.
Bitrix24
In addition to quoting, the program offers other tools – CRM, project management and many others. Quotes and invoices are configurable with powerful tools. Some of the best features include:
- report writing;
- quoting;
- CRM;
- email notifications.
The advantage of Bitrix24 is that it can be used as an online service. According to the type of business and the scale of the enterprise, you can choose between a regular cloud subscription or installing the main program. There is a large selection of free and paid plans, starting at $40 per month.
PandaDoc
An excellent program for document management. It guarantees high closing rates. It is possible to create customized proposals in just a few minutes. The main functions of the program are:
- document analytics;
- automatic notifications;
- tables with the catalog and prices of goods, services;
- integration with other tools.
With PandaDoc, tracking each citation can be greatly simplified. Document analytics shows when a client opens, reviews and signs a document after it has been sent. You have to pay about $20 per month to use it. A free version is also available. You can familiarize yourself with this program and make up your mind if it is suitable for you to work with it in the future.
Nusii
This is one of the best software that is suitable for online citation. It is usually used in the creative business that is perfectly convenient for it. The program has all the features to get the desired result quickly. The main ones include:
- large selection of templates;
- an excellent notification system;
- online signatures.
It is possible to track quotes and analytics. The offer is tracked 24/7. When a client opens the app, you get a notification so that you are always up to date. There is a free version that is available for 15 days. But after this period of time you have to pay if you decide to choose this program for working. The paid one costs from $30 per month.
Loopio
A well-known tool that is used for proposal and knowledge management. Companies usually choose it to allow sales teams and subject matter experts to manage documents and work together on different requests. The main functions are:
- answer templates;
- collaboration;
- automation;
- content management.
The most interesting thing about this tool is that you can create your own library of answers, share content. The price depends on the request. That is why if your request is big, you should be ready that the price will be higher.
Bidsketch
This is a great tool for accountants. It is often used by freelancers, managers and agencies. You can use this program to create great proposals for clients. The best features are:
- task pages;
- online signatures;
- domain settings;
- excellent design templates.
With Bidsketch, you can create different pages for clients. After submitting, the customer can quickly view their offer, comment and export it. An interesting feature is additional sales. You can increase income, mark certain fees. There is a free version for 14 days. Other programs can be found at quoteroller.com. The cost per month usually starts at $20.
