Make the Right Impression by using a Quotation Management Software

Did you know that creating a sales quote gives your customers an opportunity to interact with your business? Looking at your quote creates an impression about your business. So the way you present quotes is critical to win customer’s confidence and get new business.

Manual quoting process that uses Excel Sheets does not produce attractive quotes, hence significantly reduces your chances of bagging the deal. On the other hand, if you are planning to deliver professional-looking quotes, it is advised to use a Quotation management software.

Quote Creation Made Easy

From creating slick, polished quotes to ensuring accuracy in every quote, a quoting tool provides the right way to handle quoting process. The tool is designed to simplify the process so that your team does not face any difficulty in creating quotes.

Every quoting software comes with a range of professional business templates, which will enable you to create gorgeous-looking quotes effortlessly. Also, most quoting tools available are web-based, which means you can manage your quoting from any Internet-enabled device. To deliver quotes online, all you need is a device with a stable internet connection.

Upselling/Cross-selling made Easy

While sending a quote online, you can attach documents and even videos to give your consumers a better idea about your business. Option to upsell/cross-sell is also available in various CPQ software applications. There is no need to manually add upsell/cross-sell products as they are automatically added by the tool while creating a quote.

Due to slow quoting process, many business organizations don’t have time in building customer relationships. Inability to strengthen customer relationship can have a negative impact in the long run. All these issues can be easily resolved by incorporating a sales quoting software. It can help to accelerate Sales Quoting and allow your team to handle other important tasks that help you to win new business.

Shorten the Sales Cycle

Are you tired of dealing with slow sales cycle? If yes, time has come to adopt a different approach to handle quoting. A faster quoting process automatically translates into shorter sales cycle. When you generate and send quotes quickly, you are in a position to close deals quickly. If your business is suffering from slow sales, automating your quoting process can certainly help to boost sales.

Quote on the Go

Will quoting tools allow me to create quotes on the go? Well, if the quoting software that you have chosen has its own mobile app, then why not? Take your quoting process mobile with mobile apps.
A Quotation App completely eliminates the need to use laptops for quote creation. A smartphone is all that is needed to create quotes. As you can carry your smartphones anywhere, you can handle your quoting process irrespective of time and location.

Good Integration Capabilities

Also, most quoting tools are equipped to tightly integrate with a number of software applications including CRM and ERP. Quoting software with excellent integration capabilities will enable you to automate the process of data transfer. So you will have no issues in incorporating quoting software into your business.