Quoting software can increase your sales team’s productivity, impress your clients, and ultimately help you win new business.
So, what is the key to winning that new business? Besides various factors such as pricing, product and service quality, marketing and branding, etc., the sales process plays a major part in sustaining business growth. From the first ‘hello’ and building relationships to the initial business offer, following up, and closing the deal, the entire sales cycle requires excellent and swift communication with a personalized approach.
Quoting software streamlines and automates the proposal and request for proposal process for sales operations. Today, common integrations include CRM, e-signature, accounting, e-commerce software, etc., making the entire sales process much more efficient.
In this guide, we’ll cover some of the best quoting software that will help you get on the way.
1. Scoro
Scoro is a faster, easier, and better way for quoting and billing for your products & services. Instead of using five different tools to send quotes, manage contacts, and handle billing, you can just use one powerful quoting software. Impressive proposals and quotes can be created in just a few clicks.
Top features:
- Quoting automation
- PDF export
- CRM
- Sales pipeline reporting
- Billing automation
- Reporting & dashboard
- Project management
- Work management
- Highly customizable
- Wide range of integrations available
What’s interesting about this tool: Get a complete overview of a client or supplier on one page – from the first “hello” to the final invoice. This includes contact details, linked files, communication history, linked projects plus all quotes, orders and invoices. In fact, Scoro gives you the tools to manage every aspect of your business – projects, clients, quotes and invoicing. Instead of switching between spreadsheets and emails, you’ll save countless hours by managing everything within a single solution.
Pricing: From $26/month per user. Try Scoro free for 14 days
2. Qwilr
With Qwilr, you can replace your PDF proposals, quotes, and presentations with interactive & mobile-friendly web pages. The pages plug into your systems and are as easy to build and reuse as they are beautiful.
Top features:
- Customized styles and fonts
- Analytics
- Custom web pages instead of documents
- Free templates
- Free stock images and videos
- Quote acceptance
- E-signatures
What’s interesting about this tool: You can track and analyze how your sales and marketing material is browsed. Be notified when your document is first viewed, see how many times it was viewed & what sections your clients actually cared about.
Pricing: From $22 user/month. Free trial for 30 days.
3. DocSend
DocSend is a content management and tracking solution that helps sales and marketing teams be more efficient. With DocSend, you can see when, where, and how people engage with your sales documents. That allows you to keep the conversation going, from the initial pitch to closing the deal.
Top features:
- Advanced document tracking
- Manager insights
- Teamwork and collaboration
- Document control
- Remote presentations
- Custom branding
- Training and support
What’s interesting about this tool: Instant notifications alert you when a prospect engages with your content so you can provide timely and relevant outreach. You can find out what matters most to your prospects with page-by-page analytics of your presentations and other content.
Pricing: From $10/month per user. Free trial for 14 days.
4. Bitrix24
In addition to quoting capabilities, Bitrix24 offers tools such as CRM and project management. Bitrix24 quotes and invoices are fully customizable and come with powerful tools, like multiple currency support, taxes, automatic numbering, product catalog, and email marketing.
Top features:
- CRM and quoting
- Reporting
- Calendar sharing
- E-mail notifications
- Sales funnel
- Workflow and task reporting
What’s interesting about this tool: Bitrix24 can be used as an online service (Cloud version, SaaS) and as a ‘box’ product (Self-hosted version, i.e. installed on your own server). Depending on your business nature, company size, and requirements for an intranet solution, you can choose between the flexible Cloud subscription plans, or develop a custom intranet project using the Self-hosted version.
Pricing: Free and paid plans from $39/month.
5. PandaDoc
PandaDoc is a document automation tool that delivers higher close rates and shorter sales cycles. Custom-made proposals can be made in minutes.
Top features:
- Unlimited docs & e-signatures
- Document analytics
- Custom branding
- Pricing tables and product catalogs
- Integrations with CRMs and other tools
- Manager approval workflow
- Auto reminders
What’s interesting about this tool: PandaDoc’s document analytics make it easier than ever to track the progress of every quote. Once you’ve sent a quote to a client, document analytics show you when a customer opens, views, and signs.
Pricing: From $19/month per user. Free trial.
Read on: New Software Onboarding – The What, Why, and How
6. Nusii
Nusii is an online quoting software created for creative businesses. It’s got the right features to help you get beautiful proposals out the door fast.
Top features:
- Professional proposal templates
- Notification system
- Quotes tracking and analytics
- Online signatures
What’s interesting about this tool: Once you and your team are happy with your proposal, hit send and Nusii will keep track of it, 24/7. The moment your client opens it, you will be sent a notification, making sure you’re always in the loop.
Pricing: From $29/month per user. Free trial for 15 days.
7. Loopio
Loopio is a proposal and knowledge management software tool that empowers sales, marketing, proposal teams, and subject-matter experts to manage company knowledge and collaborate on client requests.
Top features:
- Library & response templates
- Automation
- Project canvas
- Single sign-on
- Content splitting
- Collaboration
What’s interesting about this tool: You can build a ‘request for proposal’ response library, tag and categorize content, and then Loopio’s automation engine pulls from your library to auto-populate a proposal.
Pricing: on request
8. Bidsketch
Bidsketch quoting software used by freelancers, consultants and agencies. Bidsketch allows you to create, electronically sign, and track professional-looking client proposals.
Top features:
- Design templates and reusable content
- Optional upselling
- Landing pages
- Automated new client workflow
- Online signatures
- Single centralized location for client information
- Notifications
- Compliance
- Domain customization
What’s interesting about this tool: Bidsketch allows you to create customized client landing pages. The client can then view, approve, export, and comment on their proposal quickly to help users stand out as a professional and make interaction with clients more convenient and organized. Another interesting feature is the optional upselling. You can grow your revenue by marking specific fees as optional and giving clients the option to accept them when viewing a proposal.
Pricing: From $29/month per user. Free trial for 14 days.
9. Osmosis
Top features:
- Questionnaires for streamlined proposal process
- Quotes and proposals
- Custom branding
- Document signing
- Activity stream
What’s interesting about this tool: Quotes and proposals are presented as a customized web page that can be exported as a PDF.
Pricing: From $19/month. Free trial for 14 days.
10. Quotient
Quotient is an online quoting and proposal software that serves a general purpose. Therefore, it appeals to a wide range of businesses which are involved in direct sales.
Top features:
- Dashboard
- Cost price and margin
- Follow-ups
- Templates
- Automatic quote expiry
- Confirmation emails
- Quote opening/viewing tracking
- One click quote acceptance
What’s interesting about this tool: Features such as auto-completion, image and file attachments and template saving make the quote creation process more efficient. Quotes will be archived in the system and can be searched using keywords.
Pricing: From $20/month per user. Free trial for 30 days.
11. Mosspaper
Mosspaper is a mobile-friendly quote and contract management system that offers small businesses a platform from which to create, sign, track and accept quotes and contracts. With paperless approvals, electronic signature capture, and payment integration, Mosspaper aims to deliver a simple quote and contract management solution.
Top features:
- Centralized data management
- Predictive data analytics
- Invite and manage users
- Simple payment process
- E-signatures
- Customer collaboration
What’s interesting about this tool: Besides quote and contract creation, Mosspaper allows users to track and manage contract payments. From Mosspaper’s centralized platform, users can send payment requests to customers, review outstanding balances, and collect payments. Through integration with Stripe, users can directly accept secure international payments. Mosspaper also enables users to gain business insight through predictive data analytics and an activity dashboard.
Pricing: Free and paid plans from $19/month. Free trial for 30 days.
12. Proposable
Proposable is an all-in-one cloud proposal software for smart & efficient sales proposal creation, delivery, and closing.
Top features:
- Drag-and-drop builder
- Content library
- Flexible estimates
- Proposal analytics
- E-signatures
- Sales pipeline reporting
What’s interesting about this tool: Proposable has drag-and-drop creation tools, email and SMS notifications for when documents are viewed, and analytics for getting a better understanding of your sales pipeline. It also includes an estimate framework to make this part of the process less painful.
Pricing: From $39/month per user. Free trial for 14 days.
13. Odoo
Odoo encompasses sales and project management in a single tool. Polished quotes can be created in minutes. Predefined products, price lists, and templates help your sales team work more efficiently.
Top features:
- CRM and quoting
- E-signature
- Project management
- Sales Management
- Reporting
What’s interesting about this tool: Odoo is available in 23 languages and serves almost all geographies around the world.
Pricing: Free and paid plans from $14/month.
Read on: 14 best Odoo alternatives.
14. Socket
Socket simplifies your sales quoting process by bringing all of your product and quotation information into a single place that’s easy to manage.
Top features:
- Quote and proposal automation
- Lead management and reporting
- Tracking and analytics
- Simple website and CRM integration
What’s interesting about this tool: Socket utilizes a world-class data center to ensure our software is always blazing fast, reliable, and secure.
Pricing: From $49/month. Free trial for 7 days.
The choice of software really depends on your business nature, company size, type of clients and staff, workflow, and sales processes. Keep testing new solutions until you find the most suitable one!
Read on:
- How to Find the Best Software That Suits Your Needs
- How to Deal With Overdue Invoices And Get Your Money Faster
