Schedule a Demo. Quoting Management Key Features and Benefits. Quote Templates Use pre-built templates for fast quote creation without having to enter multiple line items to define standard configurations, or extract quote data from archives. Work Orders Turn quotes into work orders with a simple click, or attach a quote to an existing work order along with parts, tasks, and services.
Subcontractor Management Streamline customer quoting by using subcontractor portals so the quote is initiated from the field, making your subcontractors part of the quoting process. Quoting Analysis Monitor analytics on your quotes, from open and closed status, to profit margins, profitability, quote type, or by customer.
Integrations with CRM, ERP and accounting software allows for quick reference to customers and to add their information in without multiple lines of data entry The completed quote can be emailed directly from within the field service software to the recipient for quick approval Push the quote to a work order and schedule a technician or subcontractor with just a few clicks Existing pricing agreements with customers and subcontractors will make quoting a breeze with automatic pricing calculation, including taxes.
Approval of a quote sends parts and labor items straight to the new work order or attaches them to the existing work order for a complete detail of all work completed. Handle new customer installations just as well as specific fixes or upgrades to existing serialized pieces of equipment. Quote Templates Customization For Your Field Service Enterprise Create quote templates that will give you real productivity when quoting standard configurations for new installations, or standard repair bills of materials and services.
Automated Customer Pricing Accurate Calculations Within Your Service Management With pre-determined customer pricing schedules, automate quoting when selecting parts, materials and labor costs. Monitor Your Quotes Success Make Better Business Decisions Track the analytics on quoting by customers, job type, open and closed quotes, and gage the success of your quotes by margins and profitability, and how many quotes turned into jobs, giving you accurate information to make better business decisions and adjust your quoting strategy or templates.
This permission-based feature can easily be turned on or off for any user. Some customers need a personal touch. Assign ownership and automatically track aging, customer views, and responses to increase approvals.
Blow them away with interactive, online quotes that include one click approval. Privacy Policy. Quoting Increase revenue from quoted work. Never miss an opportunity to earn more revenue. Get a Demo. Having integrated communication channels to engage prospects and close deals is always a plus. You can do away with back-and-forth emails or phone tag and spend quality time on strategic initiatives. Software Advice uses reviews from real software users to highlight the top-rated Quoting Software products in North America.
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Proposable Proposable is a cloud-based proposal management solution for small to medium size businesses that helps users create, track and sign formal proposals. View all products. Popular Comparisons. Buyers guide Last Updated: January 5, We'll cover the following topics: What Is Quoting Software? Common Features of Quoting Software Here are some common features of quoting software: Quote creation Lets users create and send quotes and proposals by leveraging integrations with other tools to access data such as contact lists, inventory and sales pricing.
Custom quotes Offers prebuilt templates that can be populated with details about customers, branded logos and other specific information to result in a professional and accurate quote that represents your company. Status updates for quotes Helps you stay updated about which quotes have been sent, viewed and accepted.
Turn quotes into invoices Pulls details directly from quotes and creates a separate, brand new invoice. This makes sales even smoother as well as reducing the potential for human or clerical error. E-signatures and online payments Speeds up the process of closing sales by making it possible to complete tasks—such as online acceptance and payment—within the quote. Quote creation template in quoting software platform, Socket. Learn how products are chosen. Explore FrontRunners History: April current.
Connect with a personal advisor who can help you find the right software for your business. Get Your Free Recommendations. Reviews analysis period: The reviews analysis period spans two years and ends on the 15th of the month prior to publication. Lets users create and send quotes and proposals by leveraging integrations with other tools to access data such as contact lists, inventory and sales pricing.
Offers prebuilt templates that can be populated with details about customers, branded logos and other specific information to result in a professional and accurate quote that represents your company. Helps you stay updated about which quotes have been sent, viewed and accepted. Pulls details directly from quotes and creates a separate, brand new invoice.
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