In this article, Accurate Reviews experts describe and list the best quote programs on the market. Find out which one best suits your needs.
THE BEST SOFTWARE FOR CREATING ACCURATE QUOTES
In order to meet all of your customers’ needs, you must also be able to provide them with an accurate quote, custom-made and, most importantly, in a very short time. However, not all companies are able to achieve this because the quoting process requires an effort and time investment that adds to an already demanding workload. For this reason, many businesses are turning to a software that automates and speeds up all of these processes, significantly reducing the time it takes to issue quotes and reducing human error.
Below is a list that includes the best CPQ programs according to the experts at Accurate Reviews:
TAKEOFF ESTIMATES AND REPORTS 4.0
TakeOff Estimates and Reports 4.0 is customer relationship management (CRM) software designed to help freelancers and businesses manage reports, estimates, budgets, accounting, proposals, goals and more on a unified platform. Administrators can create estimates using existing forms, analyze results along the business pipeline and forecast, monitor opportunities and streamline decision-making processes. The program allows organizations to gain visibility into lost, open or confirmed proposals, their distribution by department, ad rankings, team activities, progress and other metrics on a dashboard. Administrators can generate invoices, track emails sent and received to track customer interactions and store documents, images or reports in a cloud-based platform. Sales reps can also add reasons for errors related to proposal closings using prepared lists.
TAKEOFF ESTIMATES AND REPORTS 4.0 – TUTORIAL
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DEALHUB
DealHub offers a unified platform that helps companies generate quotes and contracts, connect with prospects and access buyer information. The software is designed using a revenue amplification approach that helps bridge the gap between corporate CPQ and other revenue operations. The platform includes contract management capabilities to help sales teams close deals efficiently. Using a guided flow, teams can create accurate contracts that meet compliance requirements. DealHub can be used to create agreements, quotes and other documents in Word, PDF or web-based formats. The platform includes pre-approved templates to help teams minimize errors.
DEALHUB – TUTORIAL
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QUOTIENT
Quotient is a cloud-based CPQ (configure-price-quote) solution that caters to small businesses in various industries by helping users create, submit and manage professional quotes. Key features include contact, pricing and proposal management. The program allows users to add images, website links and files to quotes. Users can also mark items as optional or create multiple choice options for quote forms. The solution allows users to convert quotes into templates and store them in a content library. The central dashboard displays updated quotes, questions, notifications and other business activity. Quotient can also be accessed via multiple devices including cell phones and tablets.
QUOTIENT – TUTORIAL
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CONVERTCALCULATOR
ConvertCalculator helps small businesses increase sales and reduce hassles. Allow your customers to set their own prices and increase website conversions and sales. With this program you can create highly flexible and customizable calculation forms that you can incorporate into your website. It is perfect for creating a quote, booking form, financial calculations and as a product configurator. With smart features like show/hide logic, a JavaScript API, input and output integrations, payments and all the form elements you need, ConvertCalculator offers a complete solution. Creating a calculator module from scratch is an expensive undertaking. Not to mention the time, effort and stress when making changes. The program allows you to stop wasting precious time and money and focus on your business.
CONVERTCALCULATOR – TUTORIAL
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MICLIENT
MiClient is a cloud-based proposal management solution that helps companies integrate and engage customers. Designed for the service industry, key features of the platform include access to a content repository and knowledge library, task assignment, status tracking, automated formatting and lead nurturing. The CPQ tool allows users to create business proposals from predefined templates and include components of proposed services. Service managers can use the billing tool to record initial deposits and generate recurring invoices based on project milestones or percentage of work completed. A reimbursement feature allows teams to tag photos of receipts to the client’s project and attach them to invoices to record claims. Users can aggregate leads from multiple channels and send engagement letters to potential clients online. It allows clients to accept proposals with an electronic signature and records details of multiple offers for analysis.
MICLIENT – TUTORIAL
Read the full review of MiClient
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