If your business is struggling to keep up with drafting service proposals and creating quotes, it’s time to look into customized quoting software. With the right quoting software, your business can increase negotiated prices, shorten your sales cycle, and provide a better customer experience. 

What Is Quoting Software?

When your clients ask about your prices, they’ll normally send a Request For Proposal (RFP), and you’ll reply with a proposal of services and a price quote. Quoting software streamlines much of this process. Quoting software systems can automatically generate error-free quotes and service proposals. This means faster and more efficient communication between you and your potential customers. 

Key Features Of Quoting Software

There are loads of quoting software programs. If you’re trying to distinguish the great ones from the good ones, keep an eye out for these 7 things: 

• Easy Software Integration: Your quoting software should seamlessly integrate both into whatever Customer Relationship Management (CRM) tool you use and into whatever applications you are using to deliver your products and services. It’s also ideal for any accounting software to integrate with your quoting software. That way, you improve overall efficiency even more. 

• Real-Time Pricing Data from Vendors: An excellent quoting software gives you the ability to receive real-time prices from your vendors. A quoting software that can take information from your vendors’ catalogs will provide the latest prices listed on their websites. 

• Customizability: Every customer is unique, and some require custom quotes. If you can’t customize quotes after they’ve been developed, choose different quoting software. 

• Bundling: A quoting software that provides automatic bundling is good for businesses that sell complex products that require lots of parts. Good quoting software can identify each individual element to create a spot-on quote. 

• Requirement Setting: Good quoting software allows you to set requirements before proposals are finalized and sent out. For example, you can set a requirement that proposals be peer-reviewed before being sent to a potential client. 

• Automatic Ordering: Manually placing an order is time-consuming and can lead to errors. A quoting software that features automated ordering can place error-free orders that contain all the necessary information such as product part numbers, price, and shipping location. 

• Technical Support: Software isn’t always simple to use. Make sure the quoting software you choose has a top-notch technical support team to assist you with any issues. 

The Benefits of Custom Quoting Software

Quoting software customized to your business’s needs leads to significant gains for your business. 

• More potential clients converted into buyers. 
• Improved quoting process.
• Efficient ordering processes.
• Increased sales.
• Accurate quotes based on real-time information.
• Less time spent manually creating quotes and putting in orders. 

Your Customized Quoting Software

Using customized quoting software will improve your business’s overall efficiency, grow sales, and turn more potential buyers into customers. At DHx Software, we are experienced in developing customized software for small and mid-sized businesses that drives efficiency and change. We can help you create customized quoting software for your business. Schedule a time to discuss your project (Calendly).