Best Quoting Software for Small Business - Page 6

Offeris is an online platform designed to facilitate the easy creation and management of various business documents such as business proposals, sales orders, purchase orders, invoices, and warehousing records. The system allows for profit calculations based on multiple parameters, ensuring accurate financial assessments. Generating orders or invoices is straightforward, with the option to select from various template designs for PDF outputs. Additionally, users can monitor issued items and their order statuses effectively. The platform streamlines the process of creating purchase orders for suppliers, particularly for items that are currently out of stock, and allows tracking of required delivery dates and confirmation of deliveries. Users can also manage received and issued invoices, as well as create proforma invoices with the capability to generate tax receipts for payments received. Furthermore, the system enables the collection of invoices based on delivery notes, ensuring comprehensive tracking of all business transactions. Overall, Offeris provides a robust solution for managing vital business operations efficiently.

To stay at the forefront of the business world, automating the sales process is essential, ensuring that it remains swift, simple, and consistently tailored to individual needs. This is where Smart CPQ software comes into play, empowering your sales teams to present the ideal product at the optimal price in record time. With PROS configure, price, quote software solutions, your team can respond to customer inquiries in mere minutes, driving sales forward. By integrating AI-driven price optimization techniques, your sales personnel will enhance their chances of sealing the deal with an initial quote. Thanks to PROS CPQ software, your team can efficiently generate accurate quotes for the best products at competitive prices. Eliminate obstacles in the sales process; Smart CPQ technology streamlines the entire experience while offering robust, user-friendly tools that enable your representatives to pinpoint the right offerings, tailor configurations, oversee approvals, set competitive prices, and create polished proposals that impress clients. This comprehensive approach to sales automation not only boosts efficiency but also enhances customer satisfaction, making it a vital asset for any forward-thinking business.

Provide quotes around the clock directly from your website, offering unparalleled convenience for customers, while also saving you valuable time. With over 350 class codes available for Business Owners Policies (BOP) and an additional 40 for Contractors, you’ll receive real-time rates that your agency can readily issue. Simply integrate a quote button on your site and link it to your personalized quoting page, and you'll be all set—no need for IT complications or web developer intervention. The process of obtaining commercial quotes can often be tedious, requiring extensive information gathering and repetitive data entry on various carrier websites. Your customers can visit your site and click the “Get a Quote” button anytime, even during off-hours like Sunday nights or Tuesday at midnight when your office is closed. They can input their details and select their desired coverages, which streamlines the experience for both parties and reduces stress. They receive an instant quote, while you get notified via text or email with all the necessary information. This creates a win-win scenario for everyone involved. Additionally, IBQ Webrate is user-friendly, adapting to your customers’ devices for optimized viewing, ensuring no more squinting or misclicking. The entire experience is designed to be seamless and straightforward, making it a breeze to manage.

EngQuote is a dedicated quotation management software designed specifically for the creation, modification, monitoring, submission, and tracking of intricate quotes across various industries. This innovative tool enhances the productivity of sales teams and aids in boosting sales by streamlining the proposal process, which is accessible around the clock. With EngQuote, the sales team can efficiently document inquiries and generate precise, professionally crafted quotes in a timely manner. It is an invaluable resource for sales and marketing professionals, small enterprises, startups, individuals, and larger organizations alike. Additionally, the software features skill assessments that highlight personality traits, further refining the selection process. By implementing an access-based approval system, EngQuote significantly increases the likelihood of securing every quote and proposal while reducing the risk of missed sales opportunities. This built-in approval mechanism ensures that sales representatives receive the necessary authorizations before dispatching any quotes. Overall, EngQuote empowers sales teams to operate more effectively and capitalize on their opportunities with confidence.

We assist B2B companies like yours in refining pricing strategies and enhancing sales to attain reliable and lucrative results while unlocking your limitless commercial capabilities. Our approach utilizes a combination of our exceptional talent, effective processes, and advanced technology. Discover our top-tier solutions designed to unleash the full commercial potential of your offerings, validated by leading companies around the globe. Vendavo Pricepoint stands out as a cloud-based dynamic price management software that consolidates all essential pricing information into a single, secure location. With this tool, pricing teams can establish and oversee their pricing strategies through customizable rules and calculations. This adaptable pricing framework can seamlessly extend across various products, regions, countries, channels, and customers, ensuring that pricing remains accurate and appropriate in every situation. Additionally, by leveraging our innovative solutions, organizations can gain a competitive edge in their respective markets.

ChannelOnline serves as an innovative sales-cycle automation platform aimed at assisting resellers in optimizing their profit margins, boosting revenue, and enhancing customer satisfaction. This efficient web-based service streamlines essential business processes and transactions, granting resellers comprehensive oversight of the entire sales cycle. Tailored specifically for IT and consumer electronics product resellers and solution providers, the platform facilitates the generation of quotes and proposals, the transformation of those into sales orders, and supports product procurement alongside customer e-commerce through a unified interface. What sets ChannelOnline apart is its ability to offer dynamic management capabilities for employees, customers, and suppliers, alongside extensive product content and pricing information, while also integrating seamlessly with top distributors, carriers, and various third-party service providers. Additionally, the platform's user-friendly design ensures that resellers can navigate through their operations effortlessly, making it an invaluable tool in the competitive marketplace.

TEQuote provides a comprehensive solution for generating quotes related to technical equipment, making it particularly beneficial for professionals within the truck equipment sector. By granting users full control over the entire quoting procedure, TEQuote enhances operational efficiency and simplifies business workflows. Regardless of the competitive landscape, this tool offers the necessary adaptability to meet various challenges. Additionally, it facilitates the quoting of products from different manufacturers through an intuitive step-by-step interface. TEQuote serves both mobile sales representatives and inside sales teams effectively. The platform enables users to compile quotes that include a wide range of bodies and equipment from multiple suppliers in a single document. Furthermore, it allows for quick adjustments to part and pricing details, accommodating changes such as steel surcharges or updates from vendors with ease. As a result, sales teams can maintain accuracy and responsiveness in a dynamic market environment.

The secret to maximizing PROFITS with various cutting technologies, including lasers, plasma, gas, waterjet, and hybrid machines, lies in the automation provided by PEP Technology. With over 40 years of expertise in developing CAD/CAM software, PEP has effectively collaborated with customers to understand their requirements. This extensive experience has led to the creation of highly sophisticated nesting algorithms, user-friendly interfaces, and exclusive databases that empower sales, engineering, and programming teams to achieve five times the productivity and efficiency compared to other CAD/CAM solutions on the market today. Moreover, our Advanced Bullet Nesting technology enables the production of a greater number of parts than our nearest competitor, all while minimizing head raises, decreasing rapid movements, and managing heat effectively. Additionally, our Automatic Job Scheduling feature provides the ability to plan, organize, monitor, and report every aspect related to part cutting, both prior to and following the nesting process, in Real-Time, ensuring seamless operations and enhanced productivity. Ultimately, this comprehensive suite of tools positions PEP Technology as a leader in the CAD/CAM software industry.

Numerous agencies find themselves overwhelmed by the time it takes to gather quotes from various insurance company websites. Even more concerning is that the quotes they do receive may not be reliable, which ultimately leads to a subpar experience for clients. To solve this issue, it is essential to provide clients with quick and precise quotes. Our innovative cloud-based insurance quoting tool, Applied Rater®, streamlines the quoting process for a wide array of insurers across the United States. It features a unified data entry system that facilitates the seamless transfer of information directly to the insurers' platforms. By implementing this quoting solution, your agency can boost its competitive edge, offering swift and accurate quotes that enhance both productivity and customer service. This approach ensures clients receive not only the most competitive rates but also a comprehensive suite of services. You can efficiently extract quotes from insurer websites directly into the application, enabling a faster, more accurate quoting process that sets your agency apart. Embracing this technology positions your agency for success in a rapidly evolving market.

Software to quickly generate proposals, product configurations, pricing, quotations, and order creation. Our standard CPQ Software has been helping companies grow for over 20 years. It also helps to reduce costs and improve quality. Complex sales processes can be made repeatable and scalable by us. This allows for standardization, consistent quality, and the ability of companies to do more with the same amount of resources. Sofon strives to ensure its customers make the most of its solutions within their organizations, so that they get maximum return on Sofon.

Every organization is unique, characterized by distinct individuals, processes, tools, systems, structures, objectives, hurdles, and priorities. ProQuote focuses on developing tailored sales quotation solutions that empower businesses to streamline operations, improve customer relations, and increase sales performance. Unlike most CPQ software that either adopts a low-cost “one size fits all” model or becomes overly complex and pricey, our offering is designed specifically for manufacturers, distributors, technical integrators, and wholesalers who seek a customized solution that meets their specific requirements at a fair cost. We understand that merely having software isn't enough to resolve your challenges or ensure your organization's success; instead, sustainable improvements arise from the integration of software with skilled personnel, a reliable strategy, measurable results, and a clearly defined business process. Our “PQ Sure” methodology combines strategic insight, consulting expertise, and advanced software to effectively address your quoting and estimating issues, ensuring a comprehensive approach to business improvement. Ultimately, we aim to foster an environment where businesses can thrive through well-rounded solutions that incorporate both technology and human expertise.

The seProposals pricing tool assists your sales personnel in generating quotes efficiently. Only users with the proper authorization have the ability to modify prices, alleviating concerns over unauthorized discounts or pricing mistakes. You can conveniently find essential materials like cover letters, case studies, and images within the asset library. This ensures that your sales representatives always have access to up-to-date, approved content for proposals, even if they are newcomers to the team. Additionally, seProposals features seamless line-item integration with most prominent CRM platforms, allowing you to harness the full capabilities of your CRM, enhance sales productivity, and minimize errors caused by unnecessary duplicate data entry. We tailor our templates to align with your brand and design requirements, ensuring that every proposal maintains your corporate identity, regardless of who drafts it. As a result, your proposals not only look professional but also save valuable sales time by eliminating the need for formatting. Moreover, this streamlined process enables your team to focus more on closing deals rather than on administrative tasks.

Revalize provides sector-specific software solutions to drive growth for manufacturing companies, their channel partners, and their customers. For decades, manufacturers and distributors selling pumps, motors, compressors, blowers, valves, actuators, and other types of mechanical equipment have turned to the FPX Intelliquip Selling Cloud and our purpose-built Selector and Configure-Price-Quote (SCPQ) solutions to quickly and profitably select, configure, quote and sell their complex, engineered products across their sales and distribution channels. Through an automated, permission-based approval process, collaborative selling allows you to quickly provide a complete and accurate quotation package. Our Industry Vertical Solutions are supported by over three decades of domain knowledge and support the best brands around.

To get started with proposal automation and quoting software, you will need to spend days training or pay for help from an IT consultant who has a Ph.D. in APIs. iQuoteXpress, (IQX), does the heavy lifting to quickly deliver a fully supported, customized, and integrated sales proposal and quoting system. It's a simple to use, configure, price, and quote system. Your brand values should be reflected in your sales proposals. IQX templates for proposal design will ensure that every quote you give to a customer has the same look and feel. We will create a custom dashboard for your quoting system and load your products, services, pricing schedules and even customers and accounts. Analytics is essential for sales enablement. We'll set up the back-end tracking tools to provide you with complete oversight and ensure that no proposal or business opportunity is missed.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

Shops can accurately estimate quotes, win more jobs, and generate more profit. You can estimate with or without a 3D CAD model. Use industry-validated cost models that have been proven reliable to quickly estimate labor costs and times. Multiple quantities can be simultaneously estimated by simultaneously amortizing setup and other quantity-sensitive costs. A central database allows for real-time updates and fast retrieval and review all estimate data within the organization. Import tools allow mass uploading of manufacturing data, allowing for quick refreshes of quotes with the most recent information. Export tools are easy to use to create custom reports and links to other software such as ERP/MRP. It automatically generates a formal quotation and a series of management reports.

Apparound is more than an ordinary CPQ. Is an all-in-one sales tool that allows reps to be more effective during the negotiations by simplifying their daily activities and allowing them to involve more the customer. The solution consists of 10 modules that manage the complete sales cycle: starting from the configuration of the offer to the collection of the order.

In the process of preparing quotes, integrate discounts and taxes for each line item or incorporate them into the total pricing directly. Organize and categorize frequently utilized products and services with tailored fields for easier access. Facilitate online quote submission for customer approval, allowing for seamless updates. Utilize a content library to store reusable materials, accelerating the quote preparation process significantly. Engage in discussions with customers as they review quotes online, addressing any objections instantly. Oversee distinct combinations of products and services in your catalog that cater precisely to your buyers' requirements. Craft optimal solutions from the catalog that address customer needs efficiently while generating quotes. Deliver documents to customers through an online viewer, receiving immediate notifications regarding views and comments. Establish token placeholders for customer information within your templates, enabling quick replacements prior to sending. Additionally, streamline the entire quoting process to enhance overall efficiency and customer satisfaction.

Are you frustrated with quoting software that fails to evolve alongside your business? Clarity Software is here to help you work more efficiently. From the very first day, you can expect consistency, transparency, and assurance of profits. With automatic invoice generation from the confirmed quotes sent to your customers, you can trust that each invoice is accurate and professionally branded thanks to our customizable templates. Eliminate the hassle of following up on payments, as you can create intricate quotes in mere seconds and monitor progress until the job is completed. No more guessing—gain access to real-time pricing through comprehensive price lists. These lists allow you to categorize products from various suppliers as well as those that you manufacture in-house. Effectively manage your bill of materials and evaluate your cost versus profit margins. Keep track of all customer interactions seamlessly, from initial leads to finalized sales. Dive into your data to uncover insights on your successes and areas for improvement, ensuring you stay competitive in the market. With Clarity Software, you can streamline your operations and focus on driving growth.

AutoQuotes (AQ) from Revalize stands as a premier software for the foodservice equipment and supplies sector. Over 20,000 specialists from North America, Europe, and the UK rely on AQ for their daily quoting and sales needs. Boasting comprehensive CPQ, design, and data analytics tools, plus the globe's most extensive database for foodservice equipment and supplies, AQ is pivotal in driving the industry's progress. The AQ platform seamlessly integrates equipment manufacturers, dealers, representatives, and consultants in the foodservice arena, streamlining the sales trajectory and fostering collaborative sales efforts. It offers both 2D and 3D visual insights, spatial planning capabilities, and AR/VR technologies, empowering stakeholders like sales representatives, distributors, and operators to efficiently tailor products, craft designs, immerse in virtual explorations, draft quotations, and finalize transactions. AutoQuotes is honored to contribute to a top-tier CPQ, product, and design ecosystem, facilitating businesses in expediting their revenue realization.

MultiRoute allows you to gain the competitive advantage that you need to reach sales goals. MultiRoute gives your mobile sales team instant access to key information, right in front of your customers. It allows them to make order entries, review pricing and promotions, and perform inventory look-ups and collections. Quickbooks, Sage, Microsoft GP and SAP Business One are all available ready-to-use connectors. Our API SDK toolkit allows you to create your own connector.

Introducing a comprehensive software solution for proposals, contracts, and quoting that streamlines your sales process. Our innovative online quoting system serves as the ultimate tool for automating documents, enhancing your CRM capabilities, and equipping you with everything necessary to convert leads into loyal customers. There's no need to juggle between various applications such as word processors, CPQ tools, eSignature solutions, and follow-up emails anymore. With Quote Roller, you can effortlessly generate sales documents, utilize dynamic quoting features, obtain electronic signatures, and refine your sales operations simultaneously. Experience a remarkable 35% increase in your team's productivity. By removing repetitive tasks associated with sales quotes and replacing outdated PDF proposals, Quote Roller enables your representatives to finalize deals more swiftly. You can save valuable time—at least one hour per document and several hours on each deal. The automated manager review system streamlines the approval process, while locked content ensures compliance with marketing, accounting, and legal standards. Now, you can rely on consistent and professional sales quotes and business proposals without fail, ensuring a seamless experience for both your team and clients.

Kipware® SUITE provides a comprehensive package of our quoting and estimating software in a single purchase, allowing you to save money as well. So, what does it include? Kipware® is rapidly becoming a leading name in machine shops globally, and KipwareMAX® consolidates our most sought-after individual programs into a powerful all-in-one solution that addresses your needs for quoting, estimating, and CNC programming at an EXCELLENT VALUE! KipwareMAX® serves as the ULTIMATE TOOLSET for machine shops of any size, whether you are launching a new venture or an established shop aiming to enhance efficiency and productivity. For those just beginning their shop journey, KipwareMAX® equips you with essential quoting and estimating capabilities to SECURE PROFITABLE JOBS, as well as the CNC programming features necessary to ensure timely and precise machining. Meanwhile, established shops seeking to rejuvenate their operations can also benefit from KipwareMAX® by gaining access to tools that help guarantee the work they secure remains PROFITABLE. Ultimately, investing in KipwareMAX® can transform your shop's productivity and profitability, paving the way for long-term success.

CanvasLogic's cloud-based product configurator software helps customers visualize custom products and allows them to close more deals quickly. This powerful software allows users the ability to create complex products in real time using photorealistic 3D visualization. Augmented Reality (AR), enhances the customer experience and allows them to imagine endless possibilities. You can automatically calculate pricing and configure the solution without errors. Create a seamless sales process by integrating CanvasLogic configurator and other sales enablement platforms such as CRM, eCommerce, PLM and PIM. CanvasLogic has been providing customers and partners with configurable visualization solutions for digitizing their sales, improving customer experience, and growing their businesses faster for more than 15 years. CanvasLogic was founded in 2001 and has received multiple design and innovation awards for its modular 3D configuration software. CanvasLogic's mission is to facilitate the creation of 3D configuration software.

SecturaFAB stands out as the quickest and most user-friendly estimating software available globally. Its design aims to minimize the engineering requirements throughout the quoting process, enabling the creation of profitable quotes in a fraction of the time. By linking SecturaFAB with your ERP system, you can avoid unnecessary data entry, cut down on lengthy discussions, and empower any team member to generate quotes. Additionally, SecturaFAB supports various file formats, including DWG, DXF, PDF, STEP, and even informal sketches. Are you overwhelmed with the task of producing quotes for your laser or burn table? Is excessive time spent analyzing drawings to determine pricing hindering your efficiency? SecturaFAB Quoting was specifically crafted to address these challenges. It allows for fast and precise bid generation by utilizing known variables, ensuring that pricing is derived from authentic production data and costs in mere seconds. Moreover, you'll gain insight into the profitability of each job prior to submitting the quote, giving you a strategic advantage in your bidding process. This innovative solution not only streamlines the quoting process but also enhances overall business efficiency.