Quote Management Tools

Quote Management Tools

Sales quoting software is specifically designed to create quotes and proposals. Leading applications are designed to integrate with other software, such as professional services automation (PSA) and customer relationship management (CRM), eliminating the need to retype customer information or look up pricing when preparing quotes.

Why it Matters to Managed Services Providers

The quote or proposal process can be time consuming and inaccurate. Sales quoting software (sometimes referred to as “CPQ” or configure, price, quote) can link to an MSP’s price list as well as to its distributor or vendor partners’ databases, automatically importing the most up-to-date pricing information and greatly reducing the time it takes to generate a quote. Sales quoting software can also eliminate errors that can occur when quotes or proposals are prepared manually, ensuring profit on the project. Additionally, you may be able to limit access to only authorized personnel, ensuring that quotes are consistent.

Sales quoting software may enable an MSP to alert its sales team to upsell or cross-sell opportunities to help increase the amount of the sale. Sales quoting software will also track quotes and prompt a sales team to follow up and close deals faster. In addition, sales quoting software can integrate with accounting to streamline invoicing and ensure accuracy.

Sales quoting software’s reporting feature provides reports based on sales, customer activity, and data compared over time to identify trends, evaluate your sales team’s performance, and identify top customers or additional opportunities.

Opportunity for MSPs

Sales quoting software can help you streamline processes and get quotes or proposals to your prospects faster than the competition. By choosing Sales Quoting Software as a Service, you can pay a monthly subscription rather than an upfront software license and have the assurance you are always using the most secure, up-to-date version of the software. Software delivered via the SaaS model will ensure reliable integration with other business applications and seamless delivery of quotes or proposals to your prospects.

Quote Management Trends & Case Studies

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You’ll Want Quote Management When Pent-Up Demand is Unleashed

Configuring your quote management tool now and building templates can give you an edge when the volume of quotes you generate increases.

Steps to Get Started with a Quote Management System

Start with a standardized quote process, build your quote management system into workflows throughout your organization and use it to operate more efficiently.
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The Biggest Mistakes MSPs and VARs Make with Quote Management Tools

Solution providers can get tripped up by integration, lack of planning, and putting too much stock in a quote management tool, but the biggest mistake may be waiting too long to implement it.

Quote Management: How To Make Your Proposals Convert

These best practices for VARs and MSPs will help turn proposals into new business.
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Should You Charge For Quotes?

Tired of customers taking your quotes and then buying everything on their own? Here's why charging for quotes isn't the solution.
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Product Comparison: Quote Management Software

Check out this side-by-side comparison to help choose the best quote management tool for your business.
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90 Minutes Faster: How a Quote Management Tool Saves Time

This MSP shares how using a quote management tool has reduced the time it takes to generate a quote from two hours down to 30 minutes.

The Right Way to Use Quote Management Software

PSA integration and smart quote best practices will help you get the most value from quote management software.
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The Top 10 Quote Management Software Features for MSPs

There are many quote management software solutions available, but not all have the best features for your business. Use this checklist to make the right pick.

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