Factors to Consider when Selecting a Sales Quoting Software

Quick Deployment

The Sales quotingsoftware you choose should relieve you from tedious deployment steps. Certainly, you don’t want to spend days or even months to deploy the solution. Tedious deployment and maintenance are the unique characteristics of on premise quoting solutions. On the other hand, fast and easy deployment are some of the beneficial aspects of cloud-based quoting tools. Deploying quoting software on the Cloud is quick and cheap, and moreover the software tool is automatically updated via the Internet.

Ease to Operate

Ease of use is critical to the success of any Quoting platform. Even if you are not tech savvy, that shouldn’t hinder you from using the quoting tool effortlessly. This is not the case with traditional on premise software tools wherein you require good technical knowledge in order to handle and operate the software solution efficiently. However, with cloud-based quoting tools that have their own Best mobilesales quoting apps, even the most basic Internet user can operate it easily. These tools come with easy-to-use and intuitive user interface, hence it makes adoption hassle free. You are unlikely to face any issues incorporating the Online quoting system into your business.

Adequate Training and Support

The vendor whose quoting software solution you will be using, should provide you quality training and support so that you know the product inside out. The vendor should provide you 24/7 technical support to your team so that if any issue arises, it will be resolved promptly. Also any customizations or enhancements in the software application that you may require from time to time should be provided by the vendor.

Ready-made Templates

The software tool should come with a range of built-in quoting templates so that it becomes easier to quickly create a quote using these templates. The templates should allow you to standardize your quote easily. In case, none of the templates match your brand needs, the quoting tool should allow you to create your own template.