5 Quoting Software Solutions for Any Business

Businesses that quote customers generate higher leads and are able to weed out clients and customers that do not have the budget for a service. Quoting software is powerful, and it’s easy to insert into any business’ operations to allow for a streamlined quoting process that doesn’t cause any interruption in service.

Which quoting software solutions are best?

There are a lot of them.

1. ConnectWise Sell

ConnectWise Sell is a leading solution, and it provides smart quotes for IT businesses. The key purpose of the software is to automate your business further, increase sales and growth. And the software can integrate with everything from Dell to Salesforce and Cisco.

Automating quotes, Sell is cloud-based and designed to:

• Save time
• Collect payment information
• Receive customer approvals
• Update CRM software

And, with integration into the leading CRM software, it’s easy to make ConnectWise an end-to-end solution for your sales pipeline.

2. Salesforce CPQ

Salesforce is a leader in automation, and CPQ is one of the company’s best products yet. You’ll find that you can do everything on a smartphone, and the product allows you to close deals faster. Everyone from tech companies to plumbers are using this software to:

• Control pricing
• Automate quotes
• Deliver branded solutions
• Send invoices
• Collect payments
• Streamline discounting

What’s nice is that the solution is available for teams of all sizes with a few different package options to meet your business’ needs.

3. Housecall Pro

When it comes to running a service-based business, Housecall Pro is a go-to solution that integrates easily into existing infrastructure. Built into an app, the software allows businesses to easily:

• Send out estimates
• Process payments
• Communicate
• Send out invoices
• Dispatch workers
• Create clean schedules

Customers are happier when companies have the tools to offer a modern, quick experience. The company claims that it’s easier to earn referrals, secure repeat jobs, get more jobs and make more money when you use Housecall Pro to power your business expenses monitoring.

There’s even custom SMS to provide open communication and keep customers coming back.

Email marketing has been integrated into the software, too allowing for a quick and easy way to follow up with customers after service has been rendered. Postcard marketing is also available, adding a powerful touch to any marketing plan.

4. WorkWave

The HVAC industry is booming, and WorkWave is leading the way. Users can quickly and easily manage operations through:

• Lead management
• CRM
• Drag and drop scheduling
• Dispatching services
• Easy invoicing
• State-of-the-art billing

WorkWave offers valuable information to the back office with real-time insights on job status, vehicle location and technicians.

A complete business management solution, WorkWave can help HVAC contractors increase profitability and deliver exceptional service in the process. Customers that implement WorkWave into their business’ operations can increase revenue by over 20% on average.

5. mHelpDesk

A solution like mHelpDesk is great for small and large businesses, and users are provided mobile and online tools that help automate the business. The tools are reliable and functional, and there are tools that offer:

• Complete customization of quote design
• Logo and terms customization
• Integration into QuickBooks (cloud and desktop versions)
• Customer approval automation

Deposits and signatures can be captured, and estimates can quickly be converted into invoices with the tap of a screen. Multiple versions of quotes can also be provided to help customers find the best solution for their budget and needs.

Quoting solutions of today go above and beyond the basic quote functionality to offer businesses the option to secure deposits, send invoices, capture email addresses and even create schedules for services to be rendered. With online and mobile options available, it’s easy to offer a quick response to customers and improve customer service.