Best Quoting Software for Pipedrive

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Configure One Cloud, a Revalize, accelerates sales cycles, streamlines business processes, and drives efficiency with its leading CPQ solution. With over 20 years of manufacturing industry expertise, it enables the creation of unique product configurations, real-time pricing calculation, production data integration, and secure order placements all within a single application. Optimize your manufacturing and sales with Configure One Cloud's advanced CPQ system, tailored for complex product configurations and global scalability. Proud to be part of Revalize, a leader in CPQ, PLM, and design solutions that provide a more efficient route from idea to cash. Helping more than 15,000 customers worldwide to better design, model, develop, and sell $100B in products annually. Join hundreds of manufacturing leaders who are making Configure One Cloud the backbone of their digital transformation. Wherever your business journey starts, greater outcomes start with Revalize.

Better Proposals makes it easy to create, track, send, and sign business documents in a matter of minutes. It comes with over 200 pre-written templates for proposals, contracts and sign-offs. You can automate your entire sales process using the 40+ integrations.

Revv allows businesses to stand out among their competitors by allowing them to work quickly and with brand consistency. It's the perfect wingman to help entrepreneurs realize their dreams of owning a business. Its intuitive user interface and more than 1000 pre-formatted templates allow users to be self-powered, without the need for any code or special skills. You can concentrate on your job by having all documents organized in one place. Revv's machine-learning capabilities allow you to efficiently navigate and analyze complex counter-party files and reduce dependence on experts. Integrate with Zapier to integrate with CRM and payments systems, or connect to Google Sheets to import data into documents. Key features Pre-formatted templates available in over 1000+ formats Easy to use document editor Smart document repository that supports attachments Integrate apps via Zapier, native APIs Fill out documents and have them eSigned

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

Qwilr allows you to create stunning sales and marketing documents that will help you save time, and get more work. Qwilr has been trusted by thousands of businesses to beautify their communications. It is for forward-thinking, innovative teams. It's an interactive platform that is mobile-friendly that allows teams to rework sales and marketing collateral such as proposals, pitches and quotes into stunning web pages. Qwilr allows users to embed videos and maps, surveys, spreadsheets and other data into their documents.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Trackfront is the perfect solution for managing projects, jobs, or teams every day. It allows you to work faster, smarter and more efficiently than ever before. Trackfront's suite can be used individually or together depending on your specific needs. Trackfront's tools can all be customized to your work style so you can make them your own. Your chances of winning a business are greatly increased if you respond quickly to leads with a custom proposal. Trackfront makes it easy to quickly create cost estimates and custom proposals. It can be difficult to work with clients and internal teams on multiple projects. Trackfront makes collaboration easy and efficient by managing all communications and file sharing, approvals and approvals. It also manages project stages, milestones and deadlines. It is the fastest way to ensure profitability. Trackfront makes it easy to manage time and expenses.

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

Streamline sales with centralized, personalized, and trackable sales areas. Eliminate the chaos caused by overflowing email inboxes. Instead, create a space where all of your sales and customer satisfaction materials can be accessed via a single link. Share demo recordings, collaborative action plans and documents, educational content and more. Consolidate your entire sales process into a single, customizable and trackable workspace. We will support you throughout the entire process, from outreach to post-demo to closing, and then on to onboarding and managing your account.

Software is what we do. For manufacturers. Amazing software. It works well and it is beautiful. Why? Faster rockets. Better cars. Cheaper production. What if everything could get 30% faster, better and stronger? Let's all work together to create this future. Atlas Solutions' Fulcrum is a SaaS platform that allows small and medium-sized manufacturers to increase efficiency through workflow optimization and automated data gathering. Fulcrum provides value through a digital, paperless workflow that leverages machine learning, predictive analytics, advanced heuristics, and machine learning to increase throughput and profitability. We help manufacturers transition to cutting-edge software that reduces stress, gets more out good employees, automates tedious tasks, and allows you to focus on what really matters: customer relationships.

All-in-one contract, proposal, and quoting software. Our online quoting software makes document automation easy. We enhance your CRM and offer everything you need to convert your leads into paying customers. There's no need to switch between word processors and CPQ tools. Quote Roller allows you to create sales documents, use dynamic quoting, receive electronic signatures, improve sales processes, and more. Your team's productivity will increase by 35% Quote Roller makes it easier for reps to close deals faster by eliminating duplicate work on sales quotes and replacing old PDF proposals. You can save at least an hour per document and several hours per sale. Automated manager reviews can help to streamline the approval process. Locked content meets accounting, legal, and marketing requirements. You can now count on consistent sales quotations and business proposals every time.

No more pre-production nightmares. Elfsquad is for creators. Elfsquad connects the sales-and production processes and allows sellers and buyers to easily configure complex products. Your sales team, dealers, and customers can configure complex products. Elfsquad makes complex products easy to understand for all audiences. This is Elfsquad’s USP: A quotation from Elfsquad doesn’t only guarantee a flawless configuration, but it also meets customer demand seamlessly. Integrate with other IT applications. Configuration is only the beginning of a logistical process. Elfsquad can integrate with any other software, including ERP, CAD CRM, Outlook, Excel, Outlook, CRM, Outlook, Excel and your local storage. Elfsquad digitalizes your entire processes. Our software must sell your products. Another great USP. Elfsquad is developed by people who are skilled in sales and not IT professionals. Because it is possible that your best IT person may not be your best salesperson.

Minoa is a platform that helps B2B SaaS businesses sell value, create more deals, and maximize revenue potential. It allows teams to work closely with customers, and maximize their revenue potential. Work with your prospect to create effective value cases. Streamline value conversations to accelerate your deals and increase conversions. Maximize revenue potential and help your customers understand the full value of your products. Create flexible deals quickly and easily. A product catalog is a single source for all information related to features and pricing. Based on real-time monetization insight, make informed pricing decisions. Use a modern pricing book to streamline discounting guidelines for your sales team.