If you are looking for the best software for quotation, you’ve landed at the right place. Here we will analyze the strengths and weaknesses of various software packages, to help you make a decision based on your unique requirements. We will also discuss which software is best and why it is worth choosing over the others. All these quotation packages, we have carefully chosen after trying out all of them and comparing them to each other. They represent the best value for money available in the market today.
1. HubSpot Quote Software
With HubSpot Sales Quotes, you can streamline the quote-to-cash process with integrated electronic signatures and payment. Close deals quickly by creating polished, on-brand, and customized quotes in seconds.
HubSpot offers built-in payment options and electronic signatures to eliminate back-and-forth between reps and customers. Reps can also use the Stripe integration to get paid right from their quote. This tool is part of HubSpot’s Sales CRM, called Sales Hub, which includes other useful tools such as email templates and tracking, sales automation, meetings, calling, predictive lead scoring, and reporting.
Pricing
Free plan or paid plans ranging in price from $40/ mo/ two users to $1,200/ mo/ 10 users.
2. Proposify
Proposify is an interactive quoting tool that automates the sales proposal process. To save time, create templates for your proposals and quotes so they’re on-hand in the future and ready to be customized. You’ll be notified the moment a recipient opens, reads, signs, and interacts with a proposal so you can time your follow-ups accordingly.
Use the tool’s live chat to respond to any questions a prospect or customer has while reviewing your proposal in real-time. There are also interactive pricing and eSignature features so customers can select their desired plan without having to go through you.
Create and send proposals without ever leaving your CRM thanks to Proposify’s many integrations with systems like HubSpot and Salesforce. The system also integrates with accounting tools, like Quickbooks, so you can seamlessly track, organize, and save payment invoices and more.
Pricing
Plans ranging in price from $19/ mo/ user to $49/ mo/ user.
3. RFPIO
RFPIO makes the process of creating and collaborating on quotes, proposals, and questionnaires simple. The tool has a recommendation engine that uses AI to auto-suggest content for your proposals and quotes.
The tool has task automation features to speed up the process of designing your sales documents as well as engagement notifications so you know when someone is interacting with your documents. RFPIO also offers a number of integrations with CRMs (including HubSpot) and other tools to make response management across your entire team easy.
Pricing
Pricing is available upon request.
4. ClientPoint
ClientPoint allows you to generate proposals and track them with ease. A content library and a document-generation engine exist to save you time while designing documents. Then, receive real-time notifications about recipient engagement on your quotes when they’re opened, read, signed, and returned to you.
Integrate with your sales software and CRM, including HubSpot, to access your quotes and related data via your CRM. ClientPoint also allows you to include videos, testimonials, custom messages, images, and other content in your quotes to increase the chances of conversion.
Price
Pricing is available upon request.
5. Loopio
Loopio helps you create and manage sales proposals, RFPs (requests for proposals), questionnaires, and other sales documents that are cloud-based, personalized, and on-brand. To save you time, create templates out of the documents that you create so you’re able to repurpose them in the future.
The tool’s easy-to-use interface allows sales reps to design and brand their own documents without the help of a marketer or designer. Loopio auto-populates sales proposals, quotes, and other documents with only your team’s most-recent and approved content and information to ensure accuracy.
Pricing
Pricing is available upon request.
6. Nusii
Nusii is an online quoting software created for creative businesses. It’s got the right features to help you get beautiful proposals out the door fast.
Top features:
- Professional proposal templates
- Notification system
- Quotes tracking and analytics
- Online signatures
What’s interesting about this tool: Once you and your team are happy with your proposal, hit send and Nusii will keep track of it, 24/7. The moment your client opens it, you will be sent a notification, making sure you’re always in the loop.
Pricing: From $29/month per user. Free trial for 15 days.
7. Loopio
Loopio is a proposal and knowledge management software tool that empowers sales, marketing, proposal teams, and subject matter experts to manage company knowledge and collaborate on client requests.
Top features:
- Library & response templates
- Automation
- Project canvas
- Single sign-on
- Content splitting
- Collaboration
What’s interesting about this tool: You can build a ‘request for proposal’ response library, tag and categorise content, and then Loopio’s automation engine pulls from your library to auto-populate a proposal.
Pricing: on request
8. Bidsketch
Bidsketch quoting software used by freelancers, consultants and agencies. Bidsketch allows you to create, electronically sign, and track professional-looking client proposals.
Top features:
- Design templates and reusable content
- Optional upselling
- Landing pages
- Automated new client workflow
- Online signatures
- Single centralised location for client information
- Notifications
- Compliance
- Domain customisation
What’s interesting about this tool: Bidsketch allows you to create customised client landing pages. The client can then view, approve, export, and comment on their proposal quickly to help users stand out as a professional and make interaction with clients more convenient and organised. Another interesting feature is the optional upselling. You can grow your revenue by marking specific fees as optional and giving clients the option to accept them when viewing a proposal.
Pricing: From $29/month per user. Free trial for 14 days.
9. Osmosis
Top features:
- Questionnaires for streamlined proposal process
- Quotes and proposals
- Custom branding
- Document signing
- Activity stream
What’s interesting about this tool: Quotes and proposals are presented as a customised web page that can be exported as a PDF.
Pricing: From $19/month. Free trial for 14 days.
10. Quotient
Quotient is an online quoting and proposal software that serves a general purpose. Therefore it appeals to a wide range of businesses which are involved in direct sales.
Top features:
- Dashboard
- Cost price and margin
- Follow-ups
- Templates
- Automatic quote expiry
- Confirmation emails
- Quote opening/viewing tracking
- One click quote acceptance
What’s interesting about this tool: Features such as auto-completion, image and file attachments and template saving make the quote creation process more efficient. Quotes will be archived in the system and can be searched using keywords.
Pricing: From $20/month per user. Free trial for 30 days.
Conclusion
Software for quotation is an application that helps the organization to quote products on different websites like Amazon, eBay etc. It provides features like creating new accounts on different online shopping websites, obtaining product pricing data, comparing products across the stores and obtains metrics on pricing history. It extracts data from webservices like Google Product search, Yahoo product listing service (Yahoo service) etc.