Features that have made Sales Quoting Software so Popular Quoting is an important part of sales process. Creating fast and accurate quotes is critical to the success of any company. Automating the quoting process through software tools has shown to have the added advantage of increased productivity. Sales quoting software provides a simple and efficient way to manage quotes. It helps to save time and effort and ensures consistency in quotations and proposals. Following are some of the important features that quoting tools support:
Generate Multiple Versions of the Same Quote After you create a quote for a specific customer, there is a high probability that his quoting requirements may change slightly. For instance, he may want to add few more items to the quote. In such a case, you can create another version of the same quote. So depending upon the changing quoting requirements, you can create different versions of the same quote. With this feature, you can keep a record of every version of the quote created. So you can know how many versions of the same quote have been generated.
Send Quotes in HTML/PDF Format If you want to create a good impression on the customer, you need to send the quote in a visually appealing format. Most Quoting system software tools allow you to send quotes in attractive HTML/PDF format. When you present the quote in a