Create sales quotes faster and easily streamline your sales cycle and increase deal velocity with our CRM quotation software for small and large businesses. SalesBabu CRM Quote Software System combines both an intuitive user experience with an extensible platform serving the needs of businesses of all sizes.
Quotation Management Software (QMS) includes drafting and automating the client’s Quotation. It aims to improve client’s business efficiency in creating and generating quotations, emailing quotations, maintain billing and shipping information and providing enhanced QMS reporting features. The quotations generated from CRM Quotation Management Software would serve as an input to the deals.
Advantages of Utilizing Online Business Quotation Management Software
Streamline Quotation Processes: Sales professionals mostly invest considerable time in creating proposals and looking for the approvals. Utilizing stand-alone programs such as Microsoft Word or Excel for creating the quotations can be a time-consuming and demanding process, negatively influencing the revenue and customer satisfaction. Online Quotation Management Software accelerates the quotation procedure, making it prompt and efficient. With just a few dropdowns and clicks, your sales quotations are ready for distribution.
Efficient Conversion of Open Quotes into Contracts: Advanced reporting attributes encourage clients to predict business projections and gauge the success ratio of quotations. The centralized information management feature enables the users to share information with team members, regulating the seamless follow-up even in the absence of the account owner. Timely actions improve the company’s capability to secure deals.
Reduced Quotation Time: Cloud-based Quotation Creator Software ensures that each quotation comply with the predefined rules, elevating the likelihood of success and margin while reducing the expense of failure. The software enables for the addition of taxes, deduction of discounts at both total and individual product levels, assists multiple currencies, and allows easy downloading of quotations in PDF format for prompt reference.
Sell More, Manage Less: SalesBabu Online Quotation Management Software allows your sales team to pay more attention on selling and less on administrative tasks associated with sales and quote documents. Save time, money, and overhead expense while improving the productivity of your sales team members through a centralized database. With a simple click, attach any document to a quote, creating comprehensive proposals for seamless emailing to clients.
Gain efficiency in your sales operations : One of the vital benefits quotation management software brings to the table is consistency in sales operations. By ensuring consistent pricing and discounts, reflecting the consistent brand image in the quotes, this software will ensure that the functions of your company are reflected as unified and reliable. With quotation management software, new products can be updated automatically, and also the configurations and the prices are adjusted as the changes are made. Handling of the queries also can be streamlined, with automated requests for the information and approval to the authorized managers of the sales team. This software also contributes to the CRM of the company by providing the business accurate sales and data of the customers in real-time.
Derive actionable insights with accurate reports : By giving access to the sales team to the accurate data of real-time, quote management software will help in gaining accurate insights into the crucial sales functions. Performances, details of the transaction history, schedules, and performances all are presented in a much meaningful way, which allows you to understand your business better and make some much where needed. With intelligent reporting tools and templates, insights derived from the quotation management software can be integrated and can be used by other functions of the business as well.
With SalesBabu CRM in-built Business Quoting Software module you’re sure of preparing attractive, professional sales quotation for your customers’ consideration, complete with rich content and full technical specifications. It’s user friendly and easy and to add up-sell and cross-sell suggestions to maximize your potential sell-through. Also since online quotation generator for sales brings Real time price & Inventory information from multiple distributors in one single location you have much more information to prepare a Sales Quote that has higher chances of winning. All this is achieved through cloud-based Sales Quoting system software which means, whether you are in your company Headquarters, or home or office or even at customer place, getting the product information and creating a sales quote is simple with just a few mouse clicks away. Also,your customers will be able to view and approve the quote online. SalesBabu CRM will take your whole Sales Quoting process Online.
Features of Online Sales Quotation Maker Software
Create, Send and Manage Sales Quotation easily
A User friendly & simple yet sophisticated and efficient User Interface ensures, that putting together even the most complex business quote can be done easily
Use Standard price rules to create sales quotes easily and quickly. Modify based on need while quoting online
Copy / Save/Edit /Print Quotes easily
Send Quote in PDF format
Create multiple versions of the same Sales Quote as per your need
Powerful Multi Search Filters makes finding the right product very easy
Search and add items from your sales quotation as per your need
You can define Product Specification, Section Details
You can sort by your sales quotation in Descending and Ascending order
Ability to import external documents into the quote.
Whether you are an SME or large company, your sales team should be giving a proposal or quote / quotation for your prospective customer officially. This document (Sales Quote/Proposal) is shared by the company and used as a reference to process the order. If any resource change from that company, this sales quotation acts as the official reference. If you are a solution company, you may be providing a comprehensive proposal that includes a lot of pages of content and a small part of it will be pricing information. SalesBabu CRM can be used to generate a proposal using Quotation module. But if your business is all about giving a quotation based on the price list and a few conditions, SalesBabu CRM is a way to go. Our online business quotation generator can be used as a comprehensive quote management system and can generate pdf quotes in few minutes. And your quotes across the company can be consolidated in one platform. You can also send proposal/quote directly to the customer using CRM software.