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Category: Act! Tips
Written by Ken Quigley
April 30 2024

Using Microsoft Word or Excel for sales quotes is a common practice, but there are compelling reasons to consider employing a dedicated quoting software. Let’s explore the benefits of adopting such a solution:

  1. Efficiency:  Quoting software streamlines the quote-to-cash process, allowing sales reps to quickly generate polished, customized quotes. This efficiency translates to faster response times and better customer experiences.

  2. Accuracy: Quoting tools help in predicting costs and making estimates more accurate, reducing the likelihood of errors - especially amongst newer sales reps. Accurate quotes build trust with clients and prevent surprises down the line.

  3. Integration: Quoting software often integrates seamlessly with CRM systems, ensuring that customer data is easily accessible and up-to-date. This integration enhances collaboration and provides a holistic view of customer interactions.

  4. Save steps:  Quoting software should save the reps time and steps by offering boilerplates for commonly used quotes, built-in quantity discounts so pricing tables are automatically calculated, and CRM integration to create corresponding Opportunities with each quote. 
  5. Engagement: Sales teams can track how customers interact with quotes, such as whether they’ve opened them, spent time reviewing, or shared feedback. This data enables timely follow-ups and fosters higher engagement.

  6. Professionalism: Quoting software helps create professional-looking proposals that stand out. A well-designed proposal leaves a positive impression on potential clients and reinforces your brand image.

  7. Automation: By automating repetitive tasks, quoting software frees up time for sales teams to focus on more strategic activities, such as building relationships and closing deals.

  8. Consistency: Quoting solutions ensures consistency in the sales process, simplifying negotiations. When all quotes follow a standardized format, managing client expectations becomes easier.

  9. Analytics:  Some sales quote software includes reporting functionality, allowing you to track metrics like quote-to-close ratios. These insights help refine your sales strategy.

  10. Payment and Signatures: Many quoting tools offer built-in payment options and electronic signatures, facilitating a smoother transaction process. Clients can accept quotes and provide signatures digitally.

In summary, adopting good quoting software enhances sales effectiveness by making the process faster, more accurate, and more professional. Ultimately, this leads to higher sales and revenue. So, if you haven’t explored dedicated quoting solutions yet, it’s worth considering! 


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