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What features should I look for in online quoting software?

by Mike Nash

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.