With a number of software tools available to ease the sales quoting process, it can be confusing when it comes to choosing the right one. Generally, users are looking for a tool that automates the quoting process but at the same time simplifies and adds convenience while creating quotes.
Here’s what you need to consider when choosing a quoting system software:
Is Easy to Use
You might have purchased a robust, highly sophisticated sales quoting softwarethat comes with a range of features and functionalities. However, if it is not easy to use then the tool will actually be a hindrance and not a help in creating quotes. People will refrain from using it and prefer manual quoting. So simplicity and ease of use is another important factor to consider when choosing a quoting tool. An easy to use interface can simplify your quoting related tasks, thereby allowing you to easily incorporate the tool into your business.
Enables you to Create and Send Quotes from anywhere in the World
This is possible only if you use a cloud-based quoting tool, meaning a device and an Internet access is enough to operate the tool effortlessly. So whether it is a desktop, iPhone or Acer laptop, it really doesn’t matter as long as the device you are using has Internet connectivity. Mobile quoting appssupport usage of smartphones for quote creation. This means creating and sending quotes is no longer restricted to inside the office. You can do that anytime, anywhere on any device. Moreover, you don’t have to install any software or hardware components in order to operate the quoting tool.
Also, when you use a web-based quoting software, you can manage online document signing faster by implementing electronic signature solutions for your customers.
Enables you to Customize Quotes
Personalization is the key when it comes to meeting customer requirements. You cannot send the quotes in the same format for every customer. So the tool that you choose should come with a wide range of quote templates that help to meet the specific needs of customers. Also, the tool should allow you to customize the design of templates to suit the brand image of your customers. This means you should be able to create your own template with customization feature.
Enables you to Setup Workflow Process for Quote Approval
Whenever a quote is created, it need to fulfill the criteria setup by the higher authority. For instance, quoting pricing of products incorrectly can actually lead to loss of revenue. To ensure that such quotes do not leave the company, you can setup workflow process wherein quotes that do not meet the given criteria will be stopped and reviewed by the management.