Quote management software lets you prepare business proposals and respond quickly to bid requests. With the help of this software, you can automate proposal writing, add quote fields with values from CRM, and process invoicing faster.
If you’re an agency working with clients, you’re well aware of the pain of the billing process. Starting from creating quotes, submitting them for approval, and so on. All these financial steps eat up a lot of your time.
The quote process is the first point of contact between your business and potential clients beyond marketing and sales conversations. An accurate, complete quote delivered in a professional proposal will help you make a good impression.
A quote management software system saves time and effort and streamlines the billing process. Instead of communicating via emails and setting the quotes with clients, the quote management platform enables all the conversations in a single place for company owners, sales executives, and clients.
It’s now time to check some of the best quote and invoice management software. And if you are uncertain what features they come with, I’ve included some features after the list.
Best Quote Management Software
These are some of the best quote management software that I’ve used so far.
Quoter
Quoter is an intuitive, easy-to-use tool that makes quote building quick. It’s cloud-based software that is accessible to your entire team without you having to buy multiple licenses. You get access to plenty of readymade templates that your team can configure on the go and send quotes faster.
One of the most distinctive features is the Quoter’s integrations with third-party platforms and SaaS tools. Some of its popular workflow integrations include Hubspot, Salesforce, QuickBooks, Avalara Tax, Zoho, and so on. Being a quoting software, it shares vital accounting integrations with FreshBooks Classic, QuickBooks Online, and Xero.
Recurring quotes payments can be handled smoothly in Quoter. Once you integrate it with your accounting software, you can select a payment gateway for automatically processing recurring payments. Quoter also has a feature for setting email reminders to clients for pending quotes.
SuperOps
SuperOps is a professional services automation (PSA) platform that helps businesses run their operations smoothly. It has an in-built quote management feature that ensures your quote reaches your client’s inbox in just a few clicks.
You can create a quote with all the service items and send it to your client with a link to the quote. Using the shared link or the portal, your clients can easily approve or reject a quote, simplifying the process. Clients can even add comments when they approve or reject a quote, allowing greater context and lesser confusion.
With SuperOps quote-linked conversations, you can discuss and add the conversations with your clients alongside the quote. This way, you’re ending the long thread of emails outside the platform to discuss the same quote agreed on.
PandaDoc
PandaDoc is an e-commerce contract management software that simplifies quote management tasks like creating invoices, getting signatures from clients, and getting approval from managers all in one platform. It comes with built-in legally binding e-Signatures making it GDPR compliant and locking legal information to prevent data mistakes.
Its Proposal management software is designed to help companies enhance their sales team efficiency with contract creation automation. You can generate sales quotes and invoices in minutes. Further, you can easily edit the product descriptions and task descriptions, edit quantities and amounts, and add images.
PandaDoc offers 750+ invoice templates in their PandaDoc template gallery, thereby saving you a lot of time and design efforts. You can send the quotes to clients, and they can pay via Stripe and credit cards. Then, you can set up follow-up reminders for customer payments once you’re done invoicing them.
Scoro
Scoro is an easy-to-use platform for collaborating on project quoting, billing, and tracking everything in a single place. It helps your team collaborate on project tasks to have a clear view of the pending and completed tasks. You can track the time spent on tasks and bill accordingly to your clients.
Scoro simplifies your quoting process by building readymade quotes for pre-defined services, segmented client profiles, and multi-currency rate cards. Next, you can customize these invoices based on work orders and turn standard documents into personalized PDF format within clicks. You can even track your team’s sales and set sales targets using customizable dashboards.
Just like many project management tools, Scoro also shares integration with more than 1000+ tools through Zapier. Some of Scoro’s integrations include project management tools like Slack, Asana, Jira, Trello, Basecamp, and more. It’ ‘s also easily integrable with Slack, Gmail, and Google Calendar to keep things in the communication loop.
Bitrix24
Bitrix24 is a united collaboration software that handles various aspects of management, collaboration, and team communication. It’s a web-based solution for the company’s various operations in a single platform, eliminating the need for multiple SaaS tools. Some of its solutions include project management, file sharing, sales management, contacts, emails, and more.
With Bitrix24, you can create unlimited quotes and integrate platforms like PayPal for accepting online payments. Its architecture is cloud-based, and its open-source nature makes it stress-free for signing up and creating invoices for your clients. Bitrix24 also shares integration with accounting apps like Xero, making it convenient for client interactions.
Once you sign up on Bitrix24, you’ll see many options apart from the invoice tool. You can use these options for collaborating with different departments of your company, like marketing and sales, HR management, etc., with quoting and invoice management tools. It’s trusted by a million companies and has a mobile solution that works on your smartphone or tablet, whether Android, iPhone, or iPad.
ITarian
ITarian is an IT management platform for businesses that offer services for handling tickets, remote workflow management, remote desktop, and endpoint security.
ITarian offers a quote manager feature that helps simplify the process of creating polished quotes. These quotations are integrated with CRMs so that your sales representatives can spend more time building customer relationships.
It has pre-built professional quote templates that speed up your sales completion cycle. You also have the ability to automatically populate the quotes with the fields from distributors.
Hubspot
Hubspot is one of the most popular marketing platforms. It’s a CRM tool enables you to send emails and record customer responses in a dashboard for free. People use Hubspot for its easy content management system interface, which generates forms that can be embedded as email opt-ins or used on landing pages.
Not many people know that Hubspot has quote software from its sales hub services. Using Hubspot’s quote management tool, you can create branded quotes in minutes. You can design sales quotes that match your company’s brand within seconds of receiving the request — ensuring you’ll stay fresh on your buyer’s mind.
The CRM tool also helps you collect electronic signatures within your quote and manage all the received payments in the same place where you manage deals. Sales quotes from HubSpot will automatically pull in all the contact and product information associated with a deal record, saving you a lot of manual typing work.
Onpipeline
Onpipeline is a cloud-based CRM that helps companies improve customer relationships. The software makes it easy for sales teams to manage contacts, deals, activities, automation, and the entire sales process from anywhere.
Quote approval saves all your quotes in the draft set for approval from the management, irrespective of the approval status. With just one click, you can quickly and easily send the offer directly from Onpipeline once the offer is finalized and ready to be sent to the customer.
Using Onpipeline, users have the option of adding items from a pre-made price list or creating custom items without ever having to consult the price list. In this way, businesses can create more efficient and effective offers, saving time and money.
Let’s look at some of the important features you should look for in quote management software.
Features of Quote Management Software
Here are some of the features of quote management software.
#1. Professional Business Templates
A complete, accurate quote in a professional-looking proposal will make a good first impression. Quote Management Software offers templates to customize to meet your business needs and create professional-looking documents.
#2. Workflow Automation
Easily populate quotes from your accounting software with current product and price information.
#3. Reduced Human Errors
The chances of making errors in manual-made quotes are higher as compared to automated quotations built by these tools.
#4. Upselling
You can add detailed, easily accessible upsell options in quotes.
#5. Sales Cycle Visibility
Get notified when a client views your quote for timely follow-up and easily discuss the things within the platform.
#6. Automated Payment Cycles
With quote management software in place, you don’t need to manually raise a repeated invoice for payments.
Apart from these basic features, check whether the software is aligned with your business requirements. There is no point in opting for something packed with features you will not use when you might be getting the perfect fit in another software.
Final Words
Dealing with client payments is a responsible activity that you cannot overlook. Business owners know it’s consuming, yet the sales team spends their valuable time creating quotes.
Quote management software, if introduced in the process, solves most issues and saves a lot of time for the sales team so they can focus more on generating sales.
Lastly, creating invoices is crucial, and starting experimentation with these platforms will only positively affect your business.
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