Top 10 Quotation Software

Photo of author

akamsremoteconnect

In today’s fast-paced business world, creating professional and efficient quotes is crucial for closing deals quickly.

Quotation software can be a game-changer, automating tasks, boosting accuracy, and impressing potential clients. But with so many options available, choosing the right one can feel overwhelming.

This article dives into the top 10 quotation software programs, helping you find the perfect fit for your business needs and budget. We’ll explore key features, pricing models, and the unique strengths of each platform.

Top 10 Quotation Software

What is Quotation Software?

Quotation software, also known as Configure-Price-Quote (CPQ) software, helps businesses streamline the process of creating, sending, and tracking quotes. It automates many manual tasks, including:

  • Product and service catalog management: Easily add, edit, and update your offerings with prices and descriptions.
  • Quote generation: Build quotes quickly by selecting items from your catalog, applying discounts, and calculating totals.
  • Proposal building: Create polished and professional proposals with your branding and logo.
  • E-signatures: Allow clients to sign quotes electronically for faster approvals.
  • Inventory management: Track inventory levels and ensure accurate quotes based on availability.
  • Sales pipeline management: View the status of your quotes and track deals through the sales pipeline.

Benefits of Using Quotation Software

Here are some key benefits of using quotation software:

  • Increased Efficiency: Automate tasks, create quotes faster, and free up your sales team’s time to focus on closing deals.
  • Improved Accuracy: Reduce errors in pricing, calculations, and product configurations.
  • Enhanced Professionalism: Present polished and branded quotes that impress potential clients.
  • Faster Approvals: Get quotes signed electronically by clients, speeding up the sales cycle.
  • Better Visibility: Track quote activity and sales pipeline metrics to make informed decisions.
  • Mobile Access: Access and manage quotes from anywhere on your mobile device.

Top 10 Quotation Software Programs

Now, let’s explore the top 10 quotation software programs, considering features, pricing, and suitability for different businesses:

  1. HubSpot Sales Hub – Free Quote Management SystemHubSpot offers a free quote management system within its Sales Hub CRM platform. This is a great option for small businesses or those starting with quotation software. It allows you to create basic quotes, track quote activity, and integrate with other HubSpot tools. While the free version is limited in features, HubSpot offers paid plans with advanced functionalities.Pricing: Free, with paid plans starting at $45/month per user.
  2. Zoho CRM – Best Inventory Management SystemZoho CRM is a comprehensive CRM solution that includes quote management features. It excels in inventory management, allowing you to create quotes based on real-time stock availability. Zoho CRM integrates seamlessly with other Zoho applications, offering a unified business suite.Pricing: Free plan with limited features, paid plans start at $12/month per user.
  3. Scoro – Best Quote Software for CustomizationScoro is a project management platform with powerful CPQ functionalities. It offers a high degree of customization, allowing you to tailor quotes and proposals to your specific needs. Scoro is a good fit for businesses with complex services or unique quoting requirements.Pricing: Custom quote available upon request.
  4. Jobber – Best Quoting Software for Trade Contracting BusinessesJobber is a construction-specific business management software with a robust quoting system. It caters to the needs of trade contractors, allowing you to create detailed quotes with labor costs, materials, and project timelines. Jobber integrates with popular accounting and field service software.Pricing: Plans start at $29/month per user.
  5. QuoteWerks – Best for Centralizing Business Activities:QuoteWerks is a dedicated CPQ solution offering a wide range of features, including product configuration, version control, and advanced reporting. It integrates with various business systems, allowing you to centralize your sales and quoting activities.Pricing: Custom quote available upon request.
  6. PandaDoc – Best for Getting Quote SignaturesPandaDoc is an e-signature platform with built-in CPQ functionalities. It excels in getting quotes signed electronically, with features like document tracking and analytics. PandaDoc integrates with popular CRM and sales tools.Pricing: Plans start
  7. Salesforce CPQ & Billing – Excellent Quote AutomationSalesforce CPQ & Billing is a comprehensive solution for businesses using the Salesforce CRM platform. It offers advanced automation capabilities, allowing you to streamline quote creation, approvals, and order processing. Salesforce CPQ integrates seamlessly with other Salesforce applications.Pricing: Custom quote available upon request. [invalid URL removed]
  8. Qwilr – Best Quote Portal for Ease of UseQwilr is a user-friendly online quote portal that simplifies sending and receiving quotes. It allows clients to collaborate on quotes, request changes, and sign electronically. Qwilr integrates with popular payment gateways for easy transactions.Pricing: Plans start at $25/month per user. https://qwilr.com/
  9. Quotient – Best for Streamlining Quote ActivityQuotient is a cloud-based CPQ solution built for speed and efficiency. It helps you quickly create professional quotes, track quote activity in real-time, and generate detailed reports. Quotient integrates with various CRM and project management tools.
  10. Pricing: Plans start at $39/month per user. [invalid URL removed]
  11. Bitrix24 – Best CRM with Unlimited Quotes and Invoices

Bitrix24 is a free CRM platform with a built-in quote management system. It offers unlimited quotes and invoices, making it a good option for businesses on a tight budget. Bitrix24 includes features like product catalogs, discounts, and email marketing tools.

Pricing: Free plan with paid plans starting at $19/month per user.

Choosing the Right Quotation Software

With so many options available, choosing the right quotation software can feel overwhelming. Here are some key factors to consider:

  • Business Needs: Identify your specific needs, such as product complexity, quote volume, and automation requirements.
  • Budget: Quotation software pricing models vary. Consider free trials and demos to find a solution that fits your budget.
  • Ease of Use: Choose a user-friendly platform that your sales team can easily learn and adopt.
  • Integrations: Ensure the software integrates with your existing CRM, accounting, or other business tools.
  • Scalability: Consider how the software will scale with your business growth

Industry-Specific Quotation Software Solutions

While the options above cater to a broad range of businesses, there are also industry-specific quotation software solutions designed to address unique needs. Here are a few examples:

  • Construction: In addition to Jobber (mentioned earlier), Buildertrend and CoConstruct offer robust features for construction companies, including bid management, material estimating, and change order tracking.
  • Professional Services: For legal, accounting, or consulting firms, Practice Ignition and HoneyBook provide functionalities like project scoping, retainer management, and online payments within quotes.
  • Manufacturing: Beyond Epicor CPQ, Prophet21 and Apttus CPQ cater to complex manufacturing processes, offering features like product variation management and bill of materials (BOM) automation.
  • Agencies & Marketing: Agencies can explore Proposify and Nusii for creating visually appealing proposals with drag-and-drop editing and multimedia integration.

Open-Source Quotation Software

For businesses on a tight budget or with specific customization needs, open-source quotation software can be an option. However, keep in mind that open-source solutions often require technical expertise for setup and maintenance. Here are a few examples:

  • Odoo: This open-source ERP system includes a quotation module with features like product catalogs, discounts, and tax calculations. https://www.odoo.com/
  • Tryton: Another open-source ERP platform, Tryton offers a quotation module with functionalities for managing sales pipelines and tracking quote approvals. https://www.tryton.org/
  • OpenRequisition: This open-source solution focuses on the procurement side of quoting, allowing businesses to receive and manage quotes from vendors. https://www.openreq.co/

The Importance of User Adoption and Training

Even with the best quotation software in place, user adoption is crucial for maximizing its benefits. Here are some tips to ensure your sales team embraces the new system:

  • Involve them in the selection process: Get your sales team’s input when choosing quotation software. This will increase their buy-in and ensure the chosen platform addresses their needs.
  • Provide comprehensive training: Offer thorough training on the software’s features and functionalities. Consider creating user guides and video tutorials for ongoing reference.
  • Highlight the benefits: Emphasize how quotation software can make their jobs easier and more efficient. Showcase features that save time, reduce errors, and improve client communication.
  • Seek feedback and address concerns: Encourage your team to provide feedback on the software. Address any concerns promptly and offer ongoing support.

By following these tips, you can ensure your sales team utilizes the quotation software effectively, driving sales growth and overall business success.

Beyond Features: Evaluating Security and Customer Support

While features are important, security and customer support are equally crucial factors to consider when choosing quotation software. Here’s a breakdown:

  • Security: Your quotation software will likely house sensitive client data and pricing information. Look for solutions that offer robust security features like data encryption, access controls, and regular security audits. Ensure the software complies with relevant data privacy regulations like GDPR (General Data Protection Regulation) and CCPA (California Consumer Privacy Act) if applicable.
  • Customer Support: Reliable customer support is essential for troubleshooting any issues you encounter with the software. Evaluate the available support channels (phone, email, live chat) and response times. Consider the availability of knowledge base articles, video tutorials, and user forums for self-service troubleshooting.

Optimizing Your Quotation Process for Maximum Impact

Once you’ve chosen the right quotation software, here are some additional tips to optimize your quoting process and boost its impact:

  • Create Standardized Templates: Develop pre-defined templates for frequently quoted services or product packages. This saves time and ensures consistency in your quotes.
  • Maintain Accurate Product and Service Information: Regularly update your product and service details within the software, including pricing, descriptions, and availability.
  • Personalize Your Quotes: While templates are helpful, personalize each quote with client-specific details and address their unique needs.
  • Set Clear Deadlines for Quote Responses: Establish a timeframe for responding to quote requests and communicate it clearly to potential clients.
  • Track Quote Performance: Utilize reporting features within the software to analyze quote conversion rates, identify areas for improvement, and tailor your approach accordingly.

By implementing these best practices, you can leverage your quotation software to its full potential and significantly enhance your sales efficiency and effectiveness.