Most Useful Features in a Sales Quoting Software

Create Quotes within a Few Clicks

Are you still using Excel sheeting for creating sales quotations? If you want to make your quoting process easy and uncomplicated, it is time to use a Sales quoting software. Most quoting tools come with a point and click interface, which enables you to prepare quotes within a few click. You can effortlessly create quotes without lifting your finger and save 50% of the time. Moreover, you can even place orders with a click of a mouse. So one can definitely say that automation via quoting software helps to shorten sales pipeline and win more deals.

Available on Cloud

Most quoting tools designed today are available on Cloud, meaning any device that has Internet connectivity, can be used for managing quoting process. Cloud-based quoting tools are a lot easier to use as they are accessible from any device. Hence whether you are using a laptop, smartphone or a tablet, you can create quotes effortlessly on any Internet-enabled device.

With just an Internet connection, you can access your quoting related information and create sales quotations from anywhere and at any time. Thus, Online sales quoting is extremely convenient and time-saver that can do wonders to take your business to the next level.

Reusability

The ‘Quotation History’ feature allows you to easily keep track of old quotes. Thus, you have the option to revise these quotes for your existing or new customer. This means, you can reuse the same quote for a new customer by making few changes into it. Once you revise the quote, automatically a new reference number will be created. This reusable feature saves a lot of time in creating new quotes.

Assign Permissions

Quoting tools can be configured depending upon who has logged into the user account. For instance, administrators can be assigned the permission to delete quotes while other users can only create or edit quotes.