Best Quotation Management Software
Best quotation management software are HubSpot Sales Hub, Zoho CRM, PandaDoc, Salesforce CPQ, and Proposify. The quotation management systems support the professionals in proper designing, sharing, and managing client quotations.
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List of 20 Best Quotation Management Software
Category Champions | 2023
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TallyPrime is India’s leading business management software for GST, accounting, inventory, banking, and payroll. TallyPrime is affordable and is one of the most popular business management software, used by nearly 20 lakh businesses worldwide. Read TallyPrime Reviews
Starting Price: Available on Request
Recent Review
"Nothing beats tally when it comes to accounting software" - Yusuf Jawaid
| Pros | Cons |
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Ease of use is the feature I like the most. Built in keyboard shortcuts are very helpful once you get the hang of it |
The colour scheme and the UI have improved over the years but still feel a bit dated. Dark themes/dark modes can be helpful. Easier on the eyes and will give it a modern touch. |
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It's simple to operate on Tally and it's effective on daily basis use. |
my experience of over two years, I didn't dislike anything. |
Vyapar is a GST-compatible invoicing and accounting solution for small businesses. You can use it to create GST bills, fulfill orders, generate GSTR reports, track payments/expenses, and manage your inventory. Besides, you can use it to customize invoices and collect payments online. Read Vyapar Reviews
Starting Price: $33.32 Device/Year
Recent Review
"Review of vyapar " - Aamir Khalifa
| Pros | Cons |
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I liked that I can manage invoices, make payable and receivable balances, and send payment reminders to my parties. I can also print invoices and debit/credit notes directly from the app, with an added bonus of the ability to maintain inventory, and having all this functionality within an Indian context. |
It has a little bit of a learning curve, and the learning process can take you some time initially, but this is not the case for practising accountants. |
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Some additional pros of using accounting software for small businesses include:It can automate repetitive tasks such as invoicing, payments, and reconciling bank statements.It can provide real-time visibility into financial performance, allowing you to make more informed business decisions.It can help you stay compliant with tax laws and regulations by generating the necessary reports and forms.It can also integrate with other software such as point-of-sale systems, making it easy to track inventory and manage customer information.It can save time and increase efficiency by streamlining financial processes and reducing the need for manual data entry. |
It has a learning curve and the initial learning process may take some time, but this may not be an issue for experienced accountants |
Category Champions | 2023
GST Billing software with Inventory & Accounts
Simple Billing software with complete inventory and accounts modules. It's fast, reliable and easy to maintain. Ideal for businesses that have a large number of invoices and deals in 100's of SKU's. Typically used by distributors, retailers and small manufacturers. Read Horizon ERP Reviews
Starting Price: $191.75 One Time
Recent Review
"Too good " - Roma Kapoor
| Pros | Cons |
|---|---|
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no impressive |
avoid fake selling |
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No beneficial,worst software i have ever seen in my life. |
each and every part of horizon should improve. |
TYASuite Procurement software is designed to effectively drive down costs, improve cash flow & automate multi-layered approval processes, in a single view. Read TYASuite Procurement to Pay Reviews
Starting Price: $17.36 Per Month
Recent Review
"excellence experience of managing " - Sethu
| Pros | Cons |
|---|---|
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Extremely proficient at the the purchase and invoicing transactions and flows. Highly configurable. Overall strong vision. We are growing into the usage of the Sourcing tool and starting to utilize some specialty modules like Virtual Cards. |
nothing found |
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Fully automated management services, Comprehensive data analysis and reporting tools, Cutting-edge data security and privacy and High-performance at low cost |
NA |
Contenders | 2023
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Cratio CRM is a Complete Cloud & Mobile CRM Software for SMEs. The features are marketing campaigns, lead management, sales quotes, Invoicing, payments, support tickets and many more. The Mobile CRM app is used by Field sales & service teams for activity updates with GPS location. Read Cratio CRM Reviews
Starting Price: $5.54 User/Month/Billed Quarterly
Recent Review
"Nice software" - Vinay Shukla
| Pros | Cons |
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Ease to use |
No cons |
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Responsive operating system, very quick in lead generation, sorts them based on categories, push notification system updates your about each activity. |
The software takes a lot of time in installation. Plus, regular updates are required. |
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Get a smarter CRM for small businesses - Leadforce is the smarter, modern-day CRM. If you’re tired of spending time navigating a big and complex system and getting bogged down on complicated pricing structures, Leadforce might be right for you. Read Leadforce CRM Reviews
Starting Price: $2.78 Per Month
Recent Review
"Excellent Product" - ARUNRAJ AP
| Pros | Cons |
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Affordable paid plansUnlimited customizable sales pipelinesWorkflow automationBuilt-in telephony feature on most plans |
Nothing as such. It is just a very helpful and productive tool for us. |
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IVR Calling, Work flow automation, Notification reminders and Pipeline Stages |
Email loading can be improved. Mobile app UI can be improved and to be available in IOS |
Emergents | 2023
They have automize the process by maintaining this inventory which will give an idea about raw material required to be purchased, direct entry of order from customer, barcode used to be generated for the product to be dispatch, Tracking of Payment collection became easier as goods where created and dispatch. Read Astral Manufacturing ERP Reviews
Starting Price: Available on Request
Recent Review
"It is very easy to maintenance for Astral ERP System" - Bhakti Rayzada
Contenders | 2023
Sugar CRM quotation software allows quick quote creation and increases deal efficiency. It allows the categorization of quoted line items and also offers drag and drop reordering. Sugar CRM quoting software allows global selling with multi-currency support. Read SugarCRM Reviews
Starting Price: $40 User/Month
Recent Review
"Sugar CRM best" - Harsh
| Pros | Cons |
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Functionality and easy to use |
Repetitive entries |
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Easy to customize |
Add-ons |
Contenders | 2023
NEXTAR POS, Stock, Register and Customer Control
The Free NEXTAR POS Software needs just two minutes to have installed and started making your sales, controlling precisely your inventory and customers, managing debts and storing credits. NEXTAR is the most affordable, agile and easy to use POS Software available. Read NEXTAR POS Software Reviews
Starting Price: Available on Request
Recent Review
"Brilliantly designed installable software helps us with Inventory Control and multi currency handling" - Rachel Daniel
| Pros | Cons |
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The most helpful feature of Nextar POS software is Warehouse Management. The software has reduces the human hours to manage the customers with multiple language features |
I wish trial period could be enjoyed a little longer. |
Emergents | 2023
Dquip's lead management software helps you in lead acquisition, qualification, verification, assignment/routing, prospecting, and sales closure. Failure to set sales targets and monitor sales performance and tracking, managing and servicing leads. Read Dquip's CRM Reviews
Starting Price: Available on Request
Recent Review
"Creates seamless lead flow. " - Nishith Sharma
Contenders | 2023
TICK, an exclusive Production ERP is India’s first pre developed plug n play production ERP with tally integration, It has been specially designed for those MSMEs which uses accounting software like Tally, Busy etc and needs to care their manufacturing related operations. Read Tick Software Reviews
Starting Price: $486.11 One Time
Recent Review
"production ERP softwares" - shivam tyagi
| Pros | Cons |
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Budget software |
NA |
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User friendly software. |
Nothing. |
Category Champions | 2023
Salesforce is automated subscription billing software that makes the billing process, quick, hassle-free and accurate be eliminating human intervention at all levels. This subscription management system gives great flexibility. Read Salesforce CPQ Reviews
Starting Price: $75 Per Month
Recent Review
"Salesforce for the rescue" - Sandesh Pasari
| Pros | Cons |
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It helps us keep all quotations at one place. We can track it on the go. |
Salesforce can improve the speed of their platform and make the website a bit light |
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Custom pricing option |
Slow loading speed |
High Performer | 2023
An all-in-one Low-Code Application Development sof
Zoho is an automated quotation software used for managing quotes for the products and services offered. Zoho quoting software includes streamline quote generation, integrated clientele, catalog of products and services, and data-driven reports. Read Zoho Creator Reviews
Starting Price: $8 User/Month Billed Annually
Recent Review
"Zoho Creator - Ease of Usage Custom Builder Tool" - Perathuselvi Murugan
| Pros | Cons |
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Ease of Usage - Even a newbie can quickly learn and be hands-on on the tool soon |
Customer Support is pretty weak- takes time for resolving and reaching out |
Quickest is a sales automation platform designed to streamline the sales process for businesses that require consultative sales, such as solar companies, real estate developers, legal services, art, financial services, and healthcare services. Read Quickest Reviews
Starting Price: $120 Per year
Recent Review
"very good " - nikunj valadoriya
| Pros | Cons |
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record tracking and estimate generation system is most impressive on quickest |
i am not seen any changes that is suggest because for me system is easy and this enough for me |
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The product user experience was awesome, and it was easy to use. It was efficient too |
The setup took some time, but the experience was smooth. So as a whole the software is good |
High Performer | 2023
Software by WorkflowMax job management software
Workflow Max quotation management software provides professional and customizable quotes, along with budgets and estimates. Workflow Max sales quoting software turns leads into quotes, and then, quotes into jobs in a matter of few clicks. Read WorkflowMax Reviews
Starting Price: $15 User/Month
Recent Review
"Perfect solution, which is integrated every features and application." - Chandrasinh Parmar
The sap is help Hit sales goals each time by delivering compelling sales quotations to your customers with help from SAP software for quotation management. Wait before of competitors by presenting these quotations quickly and correctly. Read Sap Quotation Management Reviews
Starting Price: Available on Request
Recent Review
"Sap Quotation Management" - Aditya Sethi
| Pros | Cons |
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User interface is friendly |
Costly |
SuperOffice CRM is capture all your customer interactions in contact management part. The CRM tool's elegant design helps you improve productivity in just weeks by streamlining how you capture and use information from your customers, your work processes and from your thought processes. Read SuperOffice CRM Reviews
Starting Price: $34 User/Month/Billed Annually
Recent Review
"Simple to start, but grows with my business" - Matt Cove
| Pros | Cons |
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The ease of set-up and support impressed me most. |
The email marketing editor could be improved, but I understand this is on the pipeline. More connectivity to UK based apps out of the box would also be of benefit. |
Streamline Your Business Processes with FirstBit E
End-to-End Cloud ERP tailored for trading/ distribution business in the UAE: Real-time reports anytime anywhere. Inventory tracking and analysis. Stock aging, inventory SKUs, serial numbers, expiry dates, and many more. Mobile app, approvals, collaboration chats. Read FirstBit ERP Distribution & Trading Reviews
Starting Price: $70 User/Month
Recent Review
"18 Months of use" - Simphiwe Gumede
| Pros | Cons |
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customization and after sale service |
POS window, current one is perfect |
Our Quotation Software is a simple, easy to use, accessible from anywhere software. Whether you sell products or doing services, this software will be the ideal option to track your Quotation and Proforma Invoice. Give Quotation, Proforma Invoice, Set Discounts, Set Taxes, Multiple user access and many more. Read Quotation software Reviews
Starting Price: Available on Request
Recent Review
"BEST WAY TO MAKE YOUR QUOTATIONS" - ramesh suthar
mjPRO is a SaaS based product that digitises the entire Procurement value chain from "planning a purchase" to "payment to the supply partner". The unified easy-to-use system connects all data and stakeholders ensuring 100% spend visibility and successful adoption. Read mjPRO Reviews
Starting Price: Available on Request
Recent Review
"The best social networking app in the world" - ashraf balaawey
| Pros | Cons |
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A new website that helps to communicate and make all your purchases in one site, easily and quickly in taking action |
Tracking data and activity, warning of dangers, permanent monitoring, and speed in authorizing transactions |
Recent Review
What is Quotation Software?
Quotation management software streamlines and simplifies the proposal and request for quote process for sales operations, intending to improve client business efficiency in creating and producing quotations, mailing quotations, and maintaining billing.
A quotation, popularly known as a quote, is a document that is provided to your potential clients to let them know the prices and time-schedule of your business offerings. Quotation Software is a tool that automates quotation generation so that you can be more responsive to your clients. Considering the advantages that quoting software systems provide, businesses of all sizes are embracing this software to prepare and send automated quotations to their customers and win new business deals.
Features and Modules of Quoting Software
A high-quality quotation making software comes with loads of features such as email marketing, product catalogue, proposal generation, renewal management, multiple currency support, and much more, to make things easy for businesses. Here are some of the useful features offered by the best quotation software:
- Contact Management: The best online quotation system comes with contact management features that allow you to add client details so that you can use the same while generating quotations. It also helps you track customers who are yet to pay you.
- Data Archiving: A quoting software also comes with backup features that allow you to archive data for future reference.
- Third-party Application Integration: Quotation creator software can be easily integrated with third-party applications such as accounting software, CRM software, etc. for reducing data-entry and streamlining work process.
- Edit Options: A premium quotation software also features edit options so that you can edit mistakes in quotations, or generate a fresh quotation with necessary modifications.
- Reporting Features: Its reporting features allow you to view comprehensive quotation or sales reports. Since all the reports are saved date-wise within one single location, you can easily search for specific reports. An online quotation software produces search results for quotations dating back several years in the blink of an eye. What’s more, the software also helps you keep tabs on the quotes that have already been sent out, and see if they have been viewed by your clients. An efficient quotation tool is also capable of exporting quotes to different supported formats.
- Cost Estimation: A quotation software also acts as a cost estimation tool. Its robust calculation feature helps you make complicated calculations with ease.
- Sales management: Last but not least, its sales management module makes it easy for you to manage customers, proposals, quotes, and sales reps from a unified dashboard.
Benefits of Quotation Management System for Small Business
Quoting software has numerous advantages over manually configured quotations. Here is a quick rundown of the benefits of online quotation software:
- Easily Accessible: A sales quoting software of high quality can be accessed from any PC or laptop. You just need to log in for automatically generating professional-looking quotations in seconds.
- Simplicity: With quotation management software, you can automatically generate quotations for your clients. It minimizes unexpected delays and makes the process of quotation generation much simpler. Moreover, the best quotation tools are easy to install and can be used by everyone in your organization.
- Accuracy: Quoting applications generate quotes quickly and accurately. Besides providing real-time access to quotations, quoting tools saves you time, reduces the room for errors, and allows you to focus on other important aspects of your business.
- Drives Profits: The key objective of every small and large business is to make a profit. However, many businesses fail to make a profit as they are not capable enough of producing high-quality quotations which play a key role in helping you earn a profit. A good quotation creator software helps you generate the right quotation for your business with accurate pricing so that you can boost your profitability by leaps and bounds.
- Strengthens Your Brand Image: Other than providing precision, speed, and consistency, quotation software makes your business look more professional. In today’s competitive marketplace, you need to make use of advanced technologies to stay ahead of the pack. Quotation making software produces professional quotes and customizable reports that go a long way in building the trust of your customers in your brand.
So these are some of the benefits of using quotation management system for small businesses. If your company is witnessing a decline in profitability, or if you need to boost your productivity, you should consider an automated sales quoting software system. The right quotation making software not only streamlines your business but also enhances your productivity.
The Key Considerations before Buying a Quotation Management System
There are so many quotation management software solutions available in the market that it becomes difficult to know which software is right for you. However, not every quotation management system is suitable for your business. Therefore, you should be careful while picking the best quotation software. Here are few factors you should keep in mind before investing in a quoting system—
- Pick a Web-based Software: If you are looking for flexibility, opt for a web-based quotation software which can be accessed anytime, anywhere. Since an online quotation application is stored on a server, you are free from the hassles of installations and maintenance.
- Decide Budget: Determine your budget and find out how much you are willing to spend on your quotation tool. At the same time, find out what your recurring expenses will be.
- Powerful Integration Features: The quotation system you are planning to invest in should come with robust integration features. Implementing a fully-integrated quotation software not only helps your business become more competitive but also leads to enhanced profitability.
- Online Payments: The quotation system you are eyeing on should enable you to accept online payments instantly via e-signature.
- Generates Customized Quotations: Make sure the quotation software is capable of generating bespoke quotations, besides capturing every possible pricing scenario.
Before investing in a quotation solution, do a bit of research on the reputation of the vendor. The best way is to go through the latest product reviews, as well as reviews on vendor services to get a clear picture. Find out if the vendor offers a money-back guarantee. At the same time, do not hesitate to request a free demo of the product or a free trial period so that you can assess the effectiveness of the software. If a vendor is reluctant to offer you a demo, it may imply that the solution is not competent enough to meet your expectations. Additionally, make sure the vendor offers world-class technical support and services.
These are a few factors you should keep in mind before purchasing an online quotation solution. A quoting solution of substandard quality may prove catastrophic for your business as it may leave your clients disappointed. Therefore, instead of taking the hasty decision of purchasing a quotation tool simply because of its popularity in the market, take your time to analyze your needs, and make a list of features that you want in your quotation tool so that you can pick the best quotation software that perfectly caters to your business needs.
Last but not least, once you manage to find the most suitable quotation tool for your business, let others know about it to help them make a better choice by simplifying their burden of discovering the best quotation solution.