Can you Create Custom Quotes using Sales Quoting Software

It is often said that customization is the key to improve sales. It helps companies differentiate their products and services from those of their competitors. As far as possibility of creating custom quotes is concerned, it can be easily done using a sales quoting software. In fact, the popularity of these quoting tools has been credited to its ability to help users in creating quotes as per customer requirements.

Every company wants to create a quote in a unique format that reflects its brand image. This can be easily done using an online quoting system that come with a variety of attractive sales quoting templates. You can also put your company title and company logo on the quote template. You can also choose from a variety of color schemes and font (styles, font color, and text color) in order to customize the quote. The tool allows you to customize the theme and background the way you want, to perfectly match your business needs.

Also, for every quote created, you would like to add some specific information that enables you to keep track of the transaction. With the tool, you can create user defined fields (UDFs) to store such company-related data in the quote. There are quoting tools that provide over a dozen user defined fields that you can rename to store quote-specific information.

Many web quotation software tools come with ‘Customize Columns’ feature that allow you to selectively hide and show columns to the customer. For instance, you don’t want to show the Manufacturer Part no. in the quote as customers can use this information to find out exact price of the product. In such cases, you can use this feature and hide the ‘Part#’ in the quote. You can also change the column name as well as the column order as per your business requirements.

In some cases, customers may request a quote for a bundle. Quoting tools allow you to group items and form bundles in the quote. So the tool allows you to define and create custom bundles as per client requirements.