Small businesses often find themselves having significant issues when managing quotes. Using the appropriate quoting software for a small business will help streamline the quotation process so that all proposals are accurate and professional.
This article will provide a rundown of the ten best job quoting software for small businesses, their features, benefits, and what makes them different in the marketplace.
Introduction to Quotation Software
Quotation software is a tool designed to help small businesses streamline their quoting process, making it easier to create, send, and manage sales quotes. This software program allows businesses to generate professional-looking quotes in a few clicks, saving time and reducing the likelihood of errors. With quotation software, sales reps can create custom quotes, including all necessary business details, and send them to potential customers quickly and efficiently. The software also enables businesses to collect payments and legally binding electronic signatures in the same place, making the entire process more efficient.
Benefits of Quoting Software
The benefits of quoting software are numerous, particularly for small businesses. By automating the quoting process, businesses can save time, reduce errors, and improve their overall sales process. Quoting software also allows businesses to create professional-looking quotes, including customizable templates and payment terms, which can help to establish trust with potential customers. Additionally, the software enables businesses to track the status of quotes, send reminders, and collect payments, making it easier to manage the sales process. With quoting software, businesses can also reuse information from previous quotes, reducing the need for manual work and minimizing the risk of errors.
Key Features of Estimating Software
Estimating software, also known as quotation software, typically includes a range of features designed to help businesses create and manage sales quotes. These features may include online estimates, customizable templates, and the ability to create documents in a few clicks. The software may also include tools for managing client relationships, tracking sales quotes, and collecting payments. Some estimating software programs also offer additional customization options, such as the ability to add discounts or modify line items. By using estimating software, businesses can streamline their quoting process, reduce errors, and improve their overall sales process.
1. QuoteWerks
QuoteWerks is a powerful quoting and proposal software for small to medium-sized businesses. QuoteWerks effectively manages the creation and tracking of quotes, ensuring accuracy and efficiency. It integrates with many CRM and accounting systems, providing versatility for various industries.
Unique Features:
- Etilise Integration: Access to a wide range of content, including high-quality product images.
- Price Comparison: QuoteWerks can compare prices and offer competitive quotes in real time.
- Automation: Helps to automate repetitive tasks, saving time and reducing errors.
Benefits:
- Time-saving: Reduces the time required to create and send quotes by streamlining the quoting process.
- Accuracy: QuoteWerks can minimise errors by automating calculations and data entry.
2. PandaDoc
PandaDoc is a software service that allows businesses to quickly generate, store, and control documents. The software provides visibility into when clients view or sign documents, enhancing client communication and engagement. The software works best for businesses or companies that require producing, handling, and tracking quotes.
Unique Features:
- Customisable Templates: numerous customisable templates exist, offering variety and versatility.
- Payment Processing: Due to integrated payment processing, payments can be made and accepted via quote.
- Data Analytics: Businesses can track their quote performance with full analytics.
Benefits:
- Easy to use: The interface is intuitive and user-friendly, making it easy to use and accessible.
- Automates Workflows: The quoting process is expedited by automated approvals and sending processes.
3. Proposify
With efficiency and speed, Proposify’s software can generate impressive quotes and proposals. Users can incorporate their company details into quotes for branding and recognition purposes. It streamlines every step of the process, from creating proposals to finalising deals.
Unique Features:
- Design tools: Offers in-depth design tools for designing eye-catching and professional quotes.
- Team Collaboration: Propsify’s software allows teams to collaborate on proposals in real-time, which is useful for utilising various skill sets.
- In-depth Tracking: Tracks views and interactions on the proposal, providing businesses with a detailed overview.
Benefits:
- Professionalism: Assists in creating professional-looking quotes that make an impression on clients.
- Insightful: It provides insights into how clients engage with the quotes.
4. Quote Roller
Quote Roller is designed to make creating quotes and proposals as straightforward as possible. When a client accepts a quote, the software can automatically convert it into a project and associated tasks, streamlining the workflow. It gives businesses the tools to create, send, and track all their quotes using one cohesive platform.
Unique Features:
- Resource Library: Reusable content such as terms, conditions and pricing tables are stored within a central library.
- Proposal Scores: Can automatically score proposals using predefined conditions to prioritise follow-ups.
- Client Approvals: Clients can quickly approve or request changes directly within the quote.
Benefits:
- Speed: Quick and easy to produce high-converting quotes.
- Convenience: Its all-in-one quote management system provides a user-friendly, hassle-free experience.
5. Qwilr
Qwilr is a creative quoting platform that provides quotes through interactive, mobile-responsive web pages. Qwilr allows businesses to create and send online quotes, enhancing client engagement and efficiency. This unique approach enhances client engagement and increases the chances of closing deals.
Unique Features:
- Block Elements: Customisable elements such as maps, calendars and images to make quotes interactive.
- SEO Optimisation: Quotes are optimised to appear in searches more efficiently.
- Web Analytics Integration: Track detailed interactions on Google Analytics back to the quote.
Benefits:
- Engagement: Due to Qwilr’s customisable and interactive feature range, potential clients prefer to engage with quotes created using its software.
- Modern Software: Qwilr takes a modern approach to quote creation, which sets it apart from platforms that might use dated software.
6. Better Proposals
Better Proposals focuses on simplicity and speed so businesses can quickly create eye-catching, high-converting proposals. The software supports e-signatures, allowing clients to digitally approve quotes quickly and easily. With a wide range of templates and automation features available, Better Proposals offers a user-friendly experience from the get-go.
Unique Features
- One-Click Upsell: Allows optional upsell items that clients can select with one click.
- Proposal Preview: Share quote previews with colleagues for feedback before finalising.
- Integrations with Chat Apps: Integrates with Slack and other chat apps, which notify in real-time whenever a quote is sent.
Benefits
- Efficiency: Businesses can generate and send quotes quickly due to a focus on simplicity and speed.
- Conversion: Super-fast, user-friendly software helps increase proposal conversion rates.
7. Nusii
Nusii is a proposal software that values ease of use and professional design. Nusii simplifies creating invoices directly from quotes, making the invoicing process seamless. It’s a perfect solution for small businesses looking to create professional proposals without investing too much time.
Unique Features:
- Client CRM: It has an in-built client CRM to manage relationships and follow up on proposals made.
- Custom Branding: Endless branding options to match the company’s aesthetics.
- Proposal Versioning: Keep track of different versions of proposals for reference and auditing.
Benefits:
- Simple: There’s almost no learning curve associated with it, making Nusli incredibly accessible.
Professional: Assists in quickly making professional-looking proposals.
8. Bidsketch
Bidsketch was developed to assist businesses in creating, managing and tracking proposals easily. The software also supports the creation and management of other documents, such as contracts and proposals. The software is designed to simplify the process of making quote proposals and increasing acceptance rates.
Unique Features:
- Optional Fees: Add optional fees to proposals that clients can freely select.
- Reusable Sections: Save sections of the proposal to reuse to speed up creation
- Client Landing Pages: Custom landing pages for each proposal give clients a personalised experience.
Benefits:
- Time-Efficient: Reduces the overall time required to make and deliver proposals.
- Insightful: Provides detailed and in-depth insights into each proposal’s performance.
9. Quotevine
Quotevine is an all-inclusive quoting software with a strong focus on automation and seamless integration. Quotevine allows businesses to turn quotes into invoices automatically, streamlining the financial management process. Its platform is best for businesses that want to streamline their quoting process.
Unique Features:
- Financial Calculators: Quotevine has pre-integrated financial calculators for quick calculation.
- Document Generation: Automatically generates related documents, like invoices and contracts.
- API Access: Allows access to API for custom integration with other software systems.
Benefits:
- Efficiency: Automates repetitive tasks to save time, allowing businesses more flexibility to focus on important factors.
- Flexibility: Completely customisable to meet specific business needs.
10. Powered Now
With industry-leading job quoting software from Powered Now, businesses can quote and estimate with assurance and convenience. The software provides visibility into when clients view or sign documents, enhancing client communication and engagement. To concentrate on providing customers with high-quality work, quote jobs, issue expert quotes, and automate follow-ups.
Unique Features:
- Quick Quotes: It takes one click to convert estimates and quotes to invoices, relieving businesses from the burden of paperwork.
- Zero Chasing: Customers can use the Powered Now portal and receive rapid notifications when a quotation is opened. They can accept or reject quotations without being chased.
- Invoicing and Payments: Easily convert quotes to invoices and accept direct payments.
Benefits:
- User-Friendly: Intuitive and easy-to-use interface designed for all businesses
- All-In-One: One place for quoting, job management, invoicing, and payment processing.
Security and Data Protection
When choosing a quotation software, security and data protection are essential considerations. Businesses need to ensure that their data is safe and secure, and that the software they choose has robust security measures in place. This may include features such as encryption, secure payment processing, and access controls. Additionally, businesses should look for software that is compliant with relevant data protection regulations, such as GDPR. By choosing a secure and reliable quotation software, businesses can protect their data and ensure that their quoting process is efficient and trustworthy.
Pricing and Plans
The pricing and plans for quotation software vary depending on the provider and the specific features offered. Some software programs may offer a free version, with limited features, while others may offer a range of paid plans with additional features and support. Businesses should consider their specific needs and budget when choosing a quotation software, and look for a provider that offers flexible pricing and plans. Some common pricing models include monthly or annual subscriptions, with discounts for long-term commitments. By choosing a quotation software that meets their needs and budget, businesses can streamline their quoting process and improve their overall sales performance.
Conclusion:
Proper selection of quoting software can make all the difference in helping any small business manage its quoting process. The above comes with various features and benefits to ease a small business’s operations. Whether you need a platform that is easy to use, automated, or brings a professional look to your quotes, there are many viable, feature-heavy options.
