You've finally done it. You're entering the final stages of the deal you've been trying to close for weeks. The time has come to create a quote for your customer.
But how do you go about doing that?
The answer is sales quote software.
Sales quote software makes it easier to create a quote and send a proposal to your potential customer. These tools may also have reporting functionality, proposal engagement notifications, and integrations so you can sync with your other tools, such as your CRM.
Ready to see which sales quote software options are the best? Let's take a look at 9 options.
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.
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.
Plans ranging in price from $19/ mo/ user to $49/ mo/ user.
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.
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.
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.
Qwilr helps you create interactive, responsive, and beautiful quotes, proposals, and client updates for your prospects and customers. You can improve the UX of all of your documents by making them more engaging by embedding content such as videos, Google Maps, and calendars. This is easy with Qwilr's pre-built templates as well as its modular document builder.
There's interactive pricing so your recipients can choose the plan that works best for them — they just open the document on any device via the link you send them, select an option, sign, pay, and then return the document to you.
Qwilr also has reporting and analytics so you know who's interacting with your documents, when they're doing so, and which aspects of the documents they're interacting with the most. Lastly, integrate with your CRM (such as HubSpot) so you can create, share, and accept sales quotes and other documents without leaving your CRM.
Plans ranging in price from $75/ mo/ three users to $490/ mo/ 10 users.
GetAccept is an all-in-one sales enablement and contract management software that allows you to create and share personalized contracts and proposals and obtain eSignatures. GetAccept integrates with CRMs (including HubSpot) and other business tools so you can personalize, create, share, and view contracts, quotes, and proposals without ever leaving the applications you use most.
Create custom recipient workflows to automate actions and follow-ups to increase customer engagement (and ultimately, chances of a deal). The tool also allows you to send personalized videos along with proposals and quotes as well as add live chat, reviews, images, and demos to help you nurture prospects.
Plans ranging in price from $25/ mo / user to $60/ mo / user.
With Better Proposals, you can create high-quality sales proposals and quotes in minutes — the tool's automatic designer and over 160 pre-built templates make this process quick and easy. Once your proposal is complete, send it directly to your recipient via a secure link — the recipient can then sign it, pay your fee, and send it back to you.
Smart follow-ups notify you whenever a recipient opens your proposals so a rep can nurture them in a timely manner. And speaking of nurturing, Better Proposals also has reporting and tracking so you can keep an eye on where each proposal is in the sale process. This makes it easier to track what needs to be sent out, which prospects and customers should be receiving communication, and more.
Plans ranging in price from $19/ mo/ user to $49/ mo/ user.
PandaDoc's Quoting Software automates the process of creating and personalizing quotes by using contact data directly from your CRM (PandaDoc integrates with a number of CRMs including HubSpot, Salesforce, and Pipedrive). The tool has an interactive pricing table so recipients can select from multiple pricing/ product options, update quantities to meet their needs, and speak directly to you if needed. Quote recipients can access, sign, and send back the quote via any device.
Additionally, PandaDoc provides engagement and usage reports so you know the moment a recipient opens, reads, and signs a quote. This way, you can ensure your follow-ups come at the appropriate time.
Free or paid plans ranging in price from $25/ mo/ user to $59/ mo/ user (or contact for enterprise quote).
Grow Better With Sales Quote Software
Sales quote software not only speeds up the process of creating branded and beautiful proposals, but it also helps you increase conversions, saves you time, increases time-wide efficiency, and improves the customer experience. So, find the right tool for you and get started using sales quote software.
Editor's note: This post was originally published in May 2019 and has been updated for comprehensiveness.
Originally published Apr 6, 2021 1:30:00 PM, updated June 16 2021