What features should I look for in online quoting software?
To tick all the boxes, a quote software should:
- Integrate perfectly with your CRM.
- Align with your business needs.
- Provide accurate quotes and information.
- Cover the entire quoting process (create, revise and track quotes).
- Easily prepare and send quotes on your behalf.
- Provide your customers with professional looking quotes.
- Is customisable for your business and customer needs.
- Allows your customers to accept quotes without any hassle.
- Provide your team with real-time customer data.
