How to choose your own sales quoting template

Sales quoting software’s are basically readymade format which usually consists of all basic information and tells your customer about the prices of your products and service. A good quoting template can bring higher profitability and reduce legal risk. Choosing a template that suits best for your business is important as it helps to win and build a customer base.  Here are the few things you should keep in your mind while choosing your own sales quoting template.

1.       What to include

Make sure that your quotation includes details of the business, payment terms, and conditions referred payment method, quote expiry date, taxes, and other charges if applicable.

2.    Deskilling

Your quotes should be simple as well as at the same time it should look more professional. The quotes you choose should be such that it can be prepared by less skilled and inexperienced workers. This helps your skilled employees to focus more on product development and less time is spent by them on quoting.

3.    Beat the competition

Using great quoting software can produce professional quotes in no time. Your quote should showcase your company at its best and should include all the information a quote should have to get a sales order. Even your quotes should reach your prospects faster than your competitor’s one so that if your client wants to make a quick decision, your quote is already on their desk.

4.    Easy to buy

Removing as many steps possible from your sales process makes it easy for your customers to buy from you. Accepting offers through electronic signature and allowing clients to pay the deposit online really makes sense as it helps them to save a lot of time and effort.

5.    Save your time

The software you choose should be such that it can save you hours by automating manual calculation. It also saves you time by internally connecting your system, so that you don’t end up typing basic information again and again. Automatically adding product images to the quotes improves success rates as their remains no doubt about your products in the customer's minds.

6.    Follow-ups

No matter how good your quote is, if you don’t take follow-ups, you won’t get any benefit out of it. Most of the businessmen end up losing work which could have been won with a little attention on follow up. CRM helps to improve the business of your sales team by creating follow-ups and adds a lead to your sales quota.

7.    Mobile quoting

Make sure that your software is mobile responsive because if it does not support smartphone then you are unlikely to get your quotes out quickly. A mobile application able you to do product searches and also helps to create sales quotations easily from anywhere anytime.

It's not easy to estimate how much your sales will increase from better-looking quotes but it will certainly help your employees save a lot of time while creating them by using the best quotation software.