Use any one of the Best online quoting tools and you will understand how easy it is to manage the quoting process. Features in these tools are designed in such a way that you can create quotes the way you want as per your requirements. Moreover their functionality is such that you face no issues connecting them to your business system.
Following are some of the important features of this quoting tool:
Seamless Integration with Existing Software Platforms
Integration is critical for seamless flow of data between different systems. Sales quoting tools are designed to integrate effortlessly with your existing Business management solution, which eliminates tedious and repetitive data entry. This means the information that is entered in the software tool gets transferred to your existing business system in a single click. So you can create a powerful integration between Sales quoting software and your CRM, your ERP, which will ensure that data entry in quoting tool gets automatically updated in other systems.
Support for Multiple Templates
The Sales quoting software has an enormous library of predefined templates that you can choose to create your sales quotes. Moreover, you can always edit these templates so as to customize it as per your requirements. For instance, you can add logo, company details etc to the quote document.
You can also customize theme template so that it suits your business atmosphere. You can also increase readability by customizing font colors that stand out from the background. It is also possible to change font size that is large enough to be readable on both desktops and mobile devices.
The sales quoting tool dashboard is primarily designed to provide information about key customers at a glance. For instance, you can know how much revenue your key customers have generated till date from total orders in the current year. In short, it depicts the business performance by showing the number of quotes, carts, and orders generated by respective customers.