Top quoting apps for building proposals
Regardless of your industry, the sales process is complicated enough without having to worry about creating quotes and tracking proposals as you try to close deals.
Fortunately, quoting apps help streamline this stage of the process for you — allowing you to close deals easier, faster, and more efficiently than ever before. With features like quoting and billing automation, project management, e-signatures, and document control, quoting software helps you
- Save time, money, and resources
- Reduce human error and inaccurate pricing
- Provide easy access to quotes and proposals — anytime and anywhere
- Increase deal sizes, productivity, and profitability
- Minimize bottlenecks
- Provide better customer service
- Improve the visibility of the sales cycle and track analytics better
And though there are many quoting apps on the market, few compete with these nine solutions, especially in terms of functionality, affordability, and overall ease of use.
1. Jotform Apps
Mobile app builder Jotform Apps is an ideal solution for building, managing, and tracking quotes for your customers. It’s powerful, easy to use, flexible, and completely code-free, enabling users of all programming backgrounds to create project proposals in just a few clicks.
What’s more, Jotform Apps is fully customizable, whether you use one of its ready-made online templates to create your proposal solution or you start from scratch. With more than 120 quote form templates and helpful quote and job bidding app templates to choose from, you’re bound to find one you can tweak for your purposes.
Work management software Scoro helps businesses simplify quoting, automate workflows, track projects, and manage contacts — all from one centralized hub. In just a few clicks, you can create customized invoices and work orders for clients, track current sales goals (and forecast future sales), and manage financial reports in a comprehensive yet user-friendly dashboard. And with more than 1,000 integrations to choose from, you can connect Scoro to any of your favorite tools, including Slack, QuickBooks Online, and Mailchimp.
From interactive collateral and one-click custom proposals to configurable pricing and e-signatures, document design and automation tool Qwilr can help you close deals faster. It features customizable business, sales, marketing, and sponsorship templates to help you streamline your workflow. Qwilr notifies you when your client views a proposal and even enables your customer to accept your quote and proposal in just one click.
Whether your business is a small startup or a large venture capitalist firm, it’s in good hands with content management and tracking tool DocSend. Touting features like one-click non-disclosure agreements (NDAs), e-signature capabilities, dynamic watermarking, and a virtual data room to store multiple files, this quoting app can help you safely and securely share documents to close deals. And since more than 25,000 companies use it — including BuzzFeed, CBS, and Airtable — you can trust DocSend to boost your collaboration, productivity, and efficiency throughout your organization.
With proposal software Proposify, users can automate the sales proposal process — from beginning to end. You can design deals with branded, customized content; share them via email, link, or attachment; track them in real time for easy follow-up; and close quickly with interactive pricing and e-signature functionality. And thanks to Proposify’s powerful integrations with various customer relationship management (CRM) software, chat, and payment solutions, you can do all this using only one platform.
No matter your role, project, or industry, proposal response management software RFPIO has all the features you need to get the job done. RFPIO helps you automate your repetitive tasks; create personalized documents and proposals; collaborate on quotes; and respond to complicated requests for proposal (RFPs), requests for information (RFIs), and requests for quote (RFQs), keeping you organized, productive, and empowered throughout the sales process.
ClientPoint, a cloud-based proposal generation and sales solution, gives users the necessary tools to build and nurture strong relationships with both their prospects and customers. You can create and customize engaging content, track when and how your clients view it, and, most importantly, optimize your pipeline to sell better and faster over time. ClientPoint also lets you embed custom messages, videos, and testimonials in your quotes as social proof — helping you close bigger deals.
Promising to cut your proposal time in half, quoting software iQuoteXpress (IQX) offers proposal creation, delivery, and tracking, as well as stellar customer support and account management; unlimited storage and management of customer information; and powerful reporting. Not only is IQX easy to roll out and use, but it also integrates with leading CRM and enterprise resource planning (ERP) systems for fast, accurate, and impressive workflow management.
Document automation tool PandaDoc helps users make custom proposals in minutes, improving productivity and shortening sales cycles. With features like e-signatures, pricing tables and product catalogs, pre-approved templates, and interactive and error-free quotes, PandaDoc simplifies and organizes the sales process. And thanks to its document tracking functionality, you’ll know exactly when your customers open, view, and sign your secure, shareable documents.
Quoting software offers so many benefits that it’s clear how useful it is, especially since many of these solutions also include reporting functionality and a variety of integrations to sync with your other, everyday programs and platforms.
So, no matter which quoting app you ultimately use for your business, you’ll be more than equipped to generate proposals, send them out, and get them signed quickly and easily.
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