Discover the Best Sales Quoting Software for Your Business

Sales quoting software

I want to talk to you about quote works and the question is is this tool great when it comes to proposal management Proposal review proposal generation let's have a conversation about that so here's a product overview I want you to really pay attention to when you think about quote works I want you to think about a webbased configure price quotes software solution that enables uh companies of all sizes to create edit and even view quotes and proposals online so whether you're a small business a large Enterprise or a mediumsized company you will love quot works especially when it comes to Clarity and also scalability and quot works gives users the flexibility to access and manage the quotes on the move with a web browser so that's kind of cool I mean whether you are in New York or aapco or even Bali you you'll be able to manage your proposals real fast so think about quot works as a specialized software tool for generating sales quotes and proposals it integrates really well with CRM PSA and Erp systems enabling all kinds of businesses to optimize their sales process so we are speaking about Revenue generation we are speaking about income optimization and uh key key features within uh quit Works include product sourcing electronic signatures payment processing and Reporting and the software actually aims to minimize errors enhance efficiency and present really when you think about it a professional image to clients and it is actually applicable across uh various Industries such as it manufacturing uh and even Hospitality among others so that's really good so quot work is really flexible quot works is actually a an all inone solution think of it as a sales acceleration software and document management software designed to streamline the creation of professional branded quotes and proposals so we are speaking about not only proposals but the lacks of uh rfqs rfps rfis dqs and also SS and they cater to businesses of all sizes from small shops to Fortune 500 companies the reason why I'm saying this because uh we have seen we have actually received uh emails from a a couple of viewers who thought that if they couldn't really use this tool if they if they were a small business no you can use a disc quote you can use a quot work it's not a problem but the cool the cool thing is that uh quot works also supports electronic signatures and payments shortening the quot to cash cycle so that's kind of that's that's very important I want to talk to you about the features here when we think about quot Works what kind of features can you contemplate well you have a a constellation of of uh quotes and also features that really come I mean not quotes that's the uh features and capabilities that come within within uh quot works so you have CRM for instance you have document management so document management is really good in terms of optimizing your uh quotes processes you have catalog management so we love that a lot in terms of uh making sure that you are able to see which catalog works or which catalog doesn't work catalog in terms of your products and services you have contact management that's really enhanced through uh quote works you have a product product configurator so we love that a lot in terms of uh differentiating yourself in a very credit field you have a proposal generation So within quit works you will love the fact that you are a ble to generate proposals real fast you have customizable branding so customizable branding helps you add an extra layer of branding but also differentiation to your proposal you have collaboration you have electronic signature and you also have requirements management one thing we love about quote works is that you have a diversity of uh of uh modules A diversity of capabilities a diversities of a diversity of uh features for you have billing and invoicing so billing and invoicing can really uh you can have uh a direct integration to the likes of fresh books for instance you have a dashboard a very simple dashboard but very powerful dashboard within uh quot works also you have pipeline management so with pipeline management you have a more granularity into more visibility if you will more transparency into your sales funnel you have Version Control so we love that a lot we you have also a client portal so which is a a Quant essential module within uh quot works you also have uh discount management pricing management you have templates you have a constellation of templates very uh well well uh well uh established templates well edited ones as well you have uh renewal management e-commerce so we love the direct integration to e-commerce here you have approval workflow content repository automatic formatting knowledge Library revision management and automated quote I want to talk to you about the value added here when you think about quot Works what kind of uh value added can you expect to have within the tool well first of all we love the fact that you have a an activity dashboard the activity dashboard really streamlines the whole uh proposal creation review and uh optimization process so everything happens through the activity dashboard and that activity dashboard actually centralizes your uh your workflows so we love that and also uh gives an extra layer of granularity into your accountability Loops you also have collaboration tools within uh within quot works so this is another value added Criterion that we love a lot in terms of uh empowering your team members to actually work collaboratively on uh on a proposal you have content management content management I already spoke about that but I want to focus on another value added which is uh forecasting so quit Works allows you to uh basically uh forecast forecast data within your proposal a lot faster you have workflow management and also you have a document templates customizable templates you have contract license management this is another area where quit works really add a lot adds a lot of value to your uh operations you have a third party Integrations so third party Integrations are are really are really Quant essential especially if if your current tax stack is already uh heavy is already a lot you have electronic payments document management email management document storage you have uh automated quoting your estimating reminders you have cataloging and uh categorization billing and invoicing so we love that a lot another area where quit Works adds a lot of value is audit management pricing management CRM CRM integration in the likes of what Salesforce five Drive hotspot m.com CRM and and what have you you also have accounting Integrations to the likes of uh QuickBooks freshbooks Zoho books and so on and so forth you have RFB creation reporting and statistics so this is another area where uh quit Works adds a lot of value you have activity tracking data Import and Export quotes estimates approval workflow so that's really fantastic and what I want to say also that we love the fact that within quit works you have actually a product catalog real time data and also API let me talk to you about the specs here when you think about quit Works what kind of specs should you be thinking about first of all in terms of deployment this is a cloudbased software tool now if you want them to do a an un premised installation quid Works will do it for you but they'll charge you extra for it but by default this tool is available as a cloud-based SAS tool the in terms of subscription plan you have monthly or yearly if you go with yearly you can save like close to 30 35% I'll speak about pricing letter one so you have a clear clear idea of what I'm speaking about you also have there's a API is accessible in terms of customization you have Mobile support desktop platforms Mac OS and also windows so this is kind of important to really mention and we also love the fact that in terms of available support you have email you have have phone and you also have uh training okay and uh in terms of uh businesses all kinds of businesses are actually needed I mean can you use a quit works if you are a freelancer of course if you're a freelancer you can use quit works but it depends on the volume of uh contracts that you actually bid on the volume of proposals that you actually uh you know so you got to have a certain volume that's what we call uh a minimum like a minimum threshold you know for a critical threshold before you can actually uh enjoy enjoy uh quit works and think that this tool is adding value to your operation and the company behind uh quit works the tool is called Aspire technology Aspire Technologies so and they are based in uh in Orlando Florida and they've been in business for many many years now so this is not the first time and they actually have other software tools that they actually were working on and when you think about quot Works don't just think about uh proposal management think also about quotation management think about cpq think about so the way they actually position themselves I'm speaking here about aspired technology they don't think that quot works is just proposal management software no they want Pro they want the quot works to be seen also as a quotation management software as well as a cpq software so that's really an important element to think about in terms of uh flexibility but also uh in terms of uh skillability so let's talk about the target audience here when we think about quot Works what kind of uh target audience should be thinking about well we think this tool is best for for small businesses of course medium businesses large Enterprises nonprofit organization if you are a startup you can also use a quot work not a problem as I said as I said a little earlier it's all about the valum of uh transactions that you are anticipating and the tool is great to help you uh create professional branded quotes and proposals in minutes okay and this is kind of cool and uh so in terms of pricing I'll speak about pricing later on but uh pricing is around $5 to $25 per month that's the starting price and uh you have deployment Cloud SAS webbase not a problem Mobile Android mobile iPhone mobile iPad and but if you want desktop I mean if you want unpromised Desktop unpromised Windows unpromised uh Linux they will charge you as I said a little earlier they will charge you extra for it but the the thing is that everything depends upon your need right let me give you an example let's say you have a large volume of proposals that you actually uh you you actually fill every single month and for security reason you want to actually have uh have complete control in terms of in terms of safety in terms of encryption over your own data so you can say in this case you can tell uh you can tell qu qu Works to actually uh help you the software on premise in other words you don't want to have it in the cloud because for some reason you just want to have more more uh more control over your own data oh you know so that in that case you can you can ask quot Works to come and the the the tool for you on premises now just remember when they come and the the the tool on on premises you're going to have to think about training afterwards because uh quot words it's not really complicated there's no steep learning curve but uh anytime there every anytime there is a new setup you got to think about the users right your team members because uh for them it's a it's a disruption so basically you need to reair climate them to how to actually use the tool especially if you want to uh if you want efficiency one thing for sure what you want to do is you want to uh take advantage of the free trial or the free version within quot Works to actually make sure that you're comfortable or even a demo for that matter they to make sure that you are fine with everything before you start paying for stuff so let's talk about the pros and cons here when we think about quote Works what kind of Pros what kind of cons can you uh think about first of all let's talk about the pros you have improved quoting process realtime tracking efficient calculations streamlined sales pipeline effective margin management so when I speak about improved quoting process quot works offers visibility of quot and online sync resources that greatly enhance the quoting process making it an essential tool for a sales operation in our view and uh you also have uh you also have uh so the second part that I wanted to uh so you have realtime tracking so so you can track when a customer views a quote providing valuable insights into a client engagement you also have uh efficient calculations so quit Works enable quick and detail calculations making it a very effective tool for online product quoting and adjusting various factors on job sheets you have streamlined sales poip line so you are able to generate deliver and monitor customer interactions in real time making this tool user friendly for pricing and discounting products you also have effective margin management so quot work simplifies pricing cost calculations and service configuration making it incredibly helpful in managing margins for product and services you also have no so let's talk about the here so when you think about Cote Works what kind of drawbacks can you think about well you have an outdated user interface limited development with act CRM challenges in designing print PDF layout limited flexibility in item selection and lack of intuitiveness and customization so when we when we speak about outdated user interface basically the interface the user interface of quid works is somewhat updated and occasionally occasionally difficult to to understand and uh so also you have to think about the limited development of Court works with X CRM which is only contact oriented and has data link limitations designing your own print PDF layout in quot work can be a bit challenging which can be a drawback for users who want to customize their quotes and for some lines of work the current templates predetermined selection in quit Works does not meet the diverse domains of the job requiring more flexibility in item selection in our View and also the interface of quot Works often lacks int intuitiveness and certain screens field sizes and templates are not easily customizable and this can be a Hing interest in our view for users who want to taor the software to the specific needs let's talk about let's talk about pricing here so the cost basically as you can see on the screen here footworks has three price and tiers and I'm showing you here on on the first screenshot here is the monthly billing so you have the standard edition the professional Edition and then you have the corporate Edition so 15 21 and 30 bucks so that's the monthly okay now one thing for sure if you go with a annual building you'll you'll be saving a lot of cash that's for sure and also one thing I want to say is that you also have the possibility to have a onetime purchase through uh quit works and I'm showing you right now the on the screen the one time purchase okay so basically uh if you are interested if you if you don't like the monthly billing process or the annual billing process if you don't like billing processes in general you can have a one-time purchase not a problem the third screenshot I want to share with you is basically uh the uh the annual billing so you can see that we went from what $15 to uh $113.75 we went from $21 to uh 19 1925 and we went from I don't I don't remember let's see how we went from 30 bucks 30 bucks to uh 2750 so you can see a Delta of 250 so it's about 20 or 30% in some cases so it's pretty interesting if you have the resources to go for annual building it's better to go that way so is this still worth it yes we think quit works is definitely worth it we think quit works is definitely worth it in terms of scalability in terms of uh electronic signature capture in terms of robust reporting capabilities and also in terms of uh integration with uh accounting and and CRM accounting software in CRM is uh quot work safe yes definitely quot work is safe of course the the user interface is a little outdated but the tool the tool is still kicking ass that's for sure okay and so you have uh if you if you're looking for a tool for a sales team if you're a business owner if you're looking for a price and discounting professionals or if you're a proposal manager or even a CRM user you will love quot works in that sense and so you are able to create uh to create edit and view quotes from any web browser or uh or device or mobile device so that's kind of cool and uh we also love the fact that quotw works is constantly uh including constantly improving it its U its uh user interface so if there are some limitations that we have seen occasionally they are working on it very very uh hard so in to this's conversation here's the bottom line in today I spoke to you about the quit works I give you the product overview the features the value added the specs the target audience the pros and cons the cost and whether or not this tool is worth it thank you so much God bless you I'll see you next time until then remember State marvelous [Applause] [Music] he