The Best 9 Sales Quote Software in 2021

您终于做到了。您正在进入您尝试完成数周的交易的最后阶段。是时候为您的客户创建报价了。

But how do you go about doing that?

答案是销售报价软件。bob电竞官方下载

Quote Software

销售量报价软件bob电竞官方下载makes it easier to create a quote and send a proposal to your potential customer. These tools may also have reporting functionality, proposal engagement notifications, and integrations so you can sync with your other tools, such as yourCRM。

Ready to see which sales quote software options are the best? Let's take a look at 9 options.

1。集线器Quote Software

With HubSpot Sales Quotes, you can streamline the quote-to-cash process with integrated electronic signatures and payment. Close deals quickly by creating polished, on-brand, and customized quotes in seconds.

集线器offers built-in payment options and electronic signatures to eliminate back-and-forth between reps and customers. Reps can also use the条纹整合to get paid right from their quote. This tool is part of HubSpot's Sales CRM, called销售量Hub, which includes other useful tools such as email templates and tracking, sales automation, meetings, calling, predictive lead scoring, and reporting.

Pro Tip:Use HubSpot's Quote Software to create and send sales quotes as well as collect electronic signatures and payments from the same place you manage your deals and contacts.

Pricing

Free plan or paid plans ranging in price from $40/ mo/ two users to $1,200/ mo/ 10 users.

2。建议

提案是一种自动化销售建议流程的交互式引用工具。为了节省时间，请为您的提案和报价创建模板，以便将来它们在线并准备进行定制。收件人打开，阅读，标志和与提案互动的那一刻，您会收到通知，以便您可以相应地对跟进时间进行计时。

使用该工具的实时聊天来回答潜在客户或客户的任何问题，同时实时审查您的建议。也有交互式定价和高级功能，因此客户可以选择所需的计划而无需经过您。

Create and send proposals without ever leaving your CRM thanks to Proposify's many integrations with systems like HubSpot and Salesforce. The system also integrates with accounting tools, like Quickbooks, so you can seamlessly track, organize, and save payment invoices and more.

Pricing

Plans ranging in price from $19/ mo/ user to $49/ mo/ user.

3。rfpio

rfpiomakes the process of creating and collaborating on quotes, proposals, and questionnaires simple. The tool has a recommendation engine that uses AI to auto-suggest content for your proposals and quotes.

The tool has task automation features to speed up the process of designing your sales documents as well as engagement notifications so you know when someone is interacting with your documents. RFPIO also offers a number of integrations with CRMs (including HubSpot) and other tools to make response management across your entire team easy.

Pricing

可应要求提供定价。

4。客户端点

客户端点allows you to generate proposals and track them with ease. A content library and a document-generation engine exist to save you time while designing documents. Then, receive real-time notifications about recipient engagement on your quotes when they're opened, read, signed, and returned to you.

与您的销售软件和CRM集成，包括HubSpot，以通bob电竞官方下载过CRM访问您的报价和相关数据。ClientPoint还允许您在报价中包括视频，推荐信息，自定义消息，图像和其他内容，以增加转换的机会。

Price

可应要求提供定价。

5。Loopio

Loopio帮助您创建和管理销售建议，RFPS（提案请求）, questionnaires, and other sales documents that are cloud-based, personalized, and on-brand. To save you time, create templates out of the documents that you create so you're able to repurpose them in the future.

该工具的易于使用的接口允许销售代表在没有营销人员或设计师的帮助下设计和烙印自己的文档。Loopio仅使用您团队最重视和批准的内容和信息来自动填充销售建议，报价和其他文档，以确保准确性。

Pricing

可应要求提供定价。

6。Qwilr

Qwilr helps you create interactive, responsive, and beautiful quotes, proposals, and client updates for your prospects and customers. You can improve the UX of all of your documents by making them more engaging by embedding content such as videos, Google Maps, and calendars. This is easy with Qwilr's pre-built templates as well as its modular document builder.

其他e's interactive pricing so your recipients can choose the plan that works best for them — they just open the document on any device via the link you send them, select an option, sign, pay, and then return the document to you.

Qwilr also has reporting and analytics so you know who's interacting with your documents, when they're doing so, and which aspects of the documents they're interacting with the most. Lastly, integrate with your CRM (such as HubSpot) so you can create, share, and accept sales quotes and other documents without leaving your CRM.

Price

计划的价格从$ 75/ mo/三个用户到$ 490/ mo/ 10用户。

7。GetAccept

GetAcceptis an all-in-one sales enablement and contract management software that allows you to create and share personalized contracts and proposals and obtain eSignatures. GetAccept integrates with CRMs (including HubSpot) and other business tools so you can personalize, create, share, and view contracts, quotes, and proposals without ever leaving the applications you use most.

创建自定义收件人工作流程以自动化操作和后续行动以增加客户参与度（最终是交易的机会）。该工具还允许您发送个性化视频以及提案和报价，并添加实时聊天，评论，图像和演示，以帮助您培养潜在客户。

Pricing

计划价格从$ 25 / mo / mo /用户到$ 60 / mo /用户。

8.Better Proposals

通过更好的建议，您可以在几分钟内创建高质量的销售建议和报价 - 该工具的自动设计师和160多个预构建模板使此过程快速轻松。提案完成后，通过安全链接将其直接发送给收件人 - 接收者可以签署，支付您的费用并将其发送给您。

聪明的后续通知你当收件人opens your proposals so a rep can nurture them in a timely manner. And speaking of nurturing, Better Proposals also has reporting and tracking so you can keep an eye on where each proposal is in the sale process. This makes it easier to track what needs to be sent out, which prospects and customers should be receiving communication, and more.

Pricing

Plans ranging in price from $19/ mo/ user to $49/ mo/ user.

9.PandaDoc

PandaDoc's引用软件bob电竞官方下载automates the process of creating and personalizing quotes by using contact data directly from your CRM (PandaDoc integrates with a number of CRMs including HubSpot, Salesforce, and Pipedrive). The tool has an interactive pricing table so recipients can select from multiple pricing/ product options, update quantities to meet their needs, and speak directly to you if needed. Quote recipients can access, sign, and send back the quote via any device.

此外，Pandadoc提供参与度和使用报告，因此您知道收件人打开，阅读和签名的那一刻。这样，您可以确保在适当的时间进行跟进。

Pricing

免费或付费计划的价格从$ 25/ mo/用户到$ 59/ mo/ user（或联系企业报价）。

Grow Better With Sales Quote Software

销售量报价软件bob电竞官方下载not only speeds up the process of creating branded and beautiful proposals, but it also helps you increase conversions, saves you time, increases time-wide efficiency, and improves the customer experience. So, find the right tool for you and get started using sales quote software.

Editor's note: This post was originally published in May 2019 and has been updated for comprehensiveness.