How to choose the perfect quotation tool for your business

2 min read by Nichita Herpuț

published 4 luni în urmă, updated 4 luni în urmă

Businesses big or small should always look for ways in which they can grow their business and ensure a smooth business operation. This is quite important for the overall well-being of their company.

Woman working on laptop
Woman working on laptop

There are many different, but equally important, things to take into consideration, one of them being the most suitable quotation tool for your business. In order to find the one that best suits your company, you should have a few things into account. You can find them below.

1. The necessity of a quoting tool

Businesses looking for a quoting software or a CPQ tool, normally have a fair amount of products and/or clients, meaning they need to make a bigger number of quotes than usual. Doing this manually can take a lot of time and lead to a lot of errors. If you have a lot of leads, clients, products, and stakeholders, automating this part of your business can help you close deals a lot faster and grow your business.

2. The complexity and amount of products you have

As we said before, if you have a lot of products that you sell and/or purchase from a large number of vendors, an automated tool can help you keep track of that. Or if you have products that you sell in bundles, packages, or kits, the automated tool you use should be able to help with that. A CPQ software with a built-in catalog should be capable to ease the process for your business, by letting you configure and price your products.

3. The smooth collaboration process

Communication between team members can take time and effort that can be put to better use. Ask yourself if you need a tool that can ease the communication and collaboration between your team members and that can enable the smooth liaison between members to work on a single quote.

4. The reporting capabilities

With teams working more remotely nowadays having a tool that can show the status of a quote to the whole team can be useful. It can also show you real-time data that will help you improve your sales process.

5. The friendliness of the tool

Believe it or not, having a user-friendly tool is of utmost importance. A complicated tool could lead to errors and delays in delivery. Keep that in mind when you look for the perfect software for you.

6. The scalability of the tool

Your business can grow over time, meaning that you might have different expectations from your tool. Make sure you find a tool that you can upgrade based on your new business requirements. Changing between software can, in the end, slow down your business.

7. The affordability of the tool

This is a major factor you should consider when you choose your CPQ tool. There is a large pool of quotation tools you can choose from, each of them coming with different features at different prices. Make sure the tool you choose meets all your criteria before you make a purchase. See if they offer a trial of the product, if not, request one, so you can see if it fits your business.

OptiOffer offers you a free quote that you can check out here to see if this is the right fit for you.

If you find out more information about our product, you can always check our website or contact us at info@optioffer.com.

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