What to Look for when Selecting a Sales Quoting Software

It is a known fact that a quoting software is a must to accelerate the quoting process. It allows you to create professional quotes in minutes, but certainly that cannot be the only criteria for choosing a quoting tool. The software tool need to have certain features that further make it easier to manage quotes.

Following are the features that you need to look for when choosing a Salesproposal and quotation software:

Manage Quotes Online

Today, companies don’t want on-premise quoting solutions as it requires installation on their system. A better option is to use a cloud-based solution which is far easier to manage. This is because, from installation to maintenance everything is handled by the cloud-service provider. Moreover, with an Onlinesales quoting system, you can go anywhere and access the software 24/7 for quote management as long as you are connected to the Internet.

Has a Mobile Extension

You might be using an Online quoting software that requires only an Internet access to operate. Although this helps to manage your quoting activity from anywhere, you cannot operate the software on any device unless it has a mobile app. Yes, a mobile extension of software quoting module is necessary if you want to operate the quote from any mobile device.

Be it tablet or an iPhone, you can use any device if you have the Bestmobile sales quoting app for creating and sending quotes to the customer. This app is particularly useful when you are at client’s office and he doesn’t want to wait to receive a quote. With this app, you can use your smartphones and access the product catalog to know the inventory along with their cost coming from all distributors.

Customization

Well, the Sales quoting software might be providing a range of predefined quoting templates to create attractive quotes. However, if these template designs do not match your business brand, it should enable you to create your own custom templates that perfectly fits your brand.

It is a known fact that a quoting software is a must to accelerate the quoting process. It allows you to create professional quotes in minutes, but certainly that cannot be the only criteria for choosing a quoting tool. The software tool need to have certain features that further make it easier to manage quotes.

Following are the features that you need to look for when choosing a Salesproposal and quotation software:

Manage Quotes Online

Today, companies don’t want on-premise quoting solutions as it requires installation on their system. A better option is to use a cloud-based solution which is far easier to manage. This is because, from installation to maintenance everything is handled by the cloud-service provider. Moreover, with an Onlinesales quoting system, you can go anywhere and access the software 24/7 for quote management as long as you are connected to the Internet.

Has a Mobile Extension

You might be using an Online quoting software that requires only an Internet access to operate. Although this helps to manage your quoting activity from anywhere, you cannot operate the software on any device unless it has a mobile app. Yes, a mobile extension of software quoting module is necessary if you want to operate the quote from any mobile device.

Be it tablet or an iPhone, you can use any device if you have the Bestmobile sales quoting app for creating and sending quotes to the customer. This app is particularly useful when you are at client’s office and he doesn’t want to wait to receive a quote. With this app, you can use your smartphones and access the product catalog to know the inventory along with their cost coming from all distributors.

Customization

Well, the Sales quoting software might be providing a range of predefined quoting templates to create attractive quotes. However, if these template designs do not match your business brand, it should enable you to create your own custom templates that perfectly fits your brand.