7 Best Quote Creation Tools in 2020 for Value Added Resellers

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Ok so you’ve got a lead, followed up and now they have requested for a quotation. You want to close the deal soon and it’s time to create a winning quotation.

How do you go about it?

Sales quotation software is an easy way to create professional quotes. The best sales quote software will integrate seamlessly with your product catalog, and CRM, accounting and ERP software. They centralize the process of quoting and tracking and sync with your existing system and software to organize your business.

Here is a list of the 7 best quoting software for value-added resellers in 2020.

1. VARStreet

VARStreet is a popular, user-friendly business quotation software that is suitable for small, medium and big scale businesses. It is widely used by IT and office supply value-added resellers (VARs) as the software comes with ready distributor connections.

They have aggregated the product catalogs of 40+ IT and office supply distributors into one ‘aggregated catalog‘ with real-time price and availability, and FREE rich content. This information is very useful while creating a quote and lets you create winning quotes all the time.

The software creates quotations and compares multi distributor pricing to reduce your chances to overprice or under price your products. 

VARStreet’s online quotation system offers a comprehensive package of quote creation and management to VARs. You get a detailed quote ready in minutes!

VARStreet Offers

  • Multiple pre-designed quote templates
  • Multiple versions of the sales quote
  • Upsell and cross-sell suggestions with the sales quote
  • Import bulk spreadsheets
  • Creation of custom bundles while working on quotations
  • Seamless integrations with almost all well-known accounting, ERP, CRM and PSA software
  • Integrations with payment gateways, shipping companies and auto-tax integration including an Avalara integration.
  • Automatic freight calculations as per  price, product weight and delivery address
  • Special systems for contract quoting
  • Constant customer support from implementation and beyond.

Key Features

  • 40+ IT and office supplies distributor integrations
  • Free rich content
  • Complex quoting features
  • Easy customization and branding
  • In house integration team to help you sync processes and systems with VARStreet.
  • Smooth addition or import of products from the catalog to the quotation.
  • Addition of approval workflow
  • Discount calculation
  • Quoting analytics
  • Pricing history
  • Catalog management
  • Product configurator

Read: Features in a Great Quoting Tool

2. QuoteWerks

A business quotation software used by businesses of all sizes and industries. 

QuoteWerks offers

  • Integrations with software like CRM, accounting, distributor and vendor, shipping, leasing and payment gateways.
  • Free trial available
  • No free version
  • In-person and live online training available. Training support through webinars and documentation too.
  • Excellent customer support

Key Features

  • Automated quoting
  • Client portal
  • Customized branding
  • Pricing management
  • Catalog management
  • Contact management
  • Discount management
  • Product configurator

3. Connectwise Sell

Formerly known as Quosal, Connectwise Sell, is a powerful quote generation software that provides quote-to-cash automation.

Connectwise Sell offers

  • Training through videos and recorded tutorials
  • Email support
  • Phone support
  • Community forum
  • Access to knowledge-based articles and documents.

Key Features

  • Professional templates
  • Distribution feeds
  • Interactive quotes
  • Automatic upselling
  • Sales notification
  • Product sourcing
  • Procurement automation
  • Workflow automation
  • Better reporting

4. Quoter

Quoter is a cloud-based, service quoting software. It enables its users with pre-defined content and templates to create proposals and quotations.

Quoter offers

  • Monthly and yearly pricings
  • Third-party integrations
  • Centralized platform
  • Automated calculations

Key Features

  • Visibility of cost of product and services
  • Pricing management
  • Product configurator
  • Proposal creator
  • Online payments

5. iQuoteExpress

iQuoteExpress is easy to quote software that requires a lesser amount of training than other quoting software. The users can easily understand the processes and the software integrates well with the systems which are already in use.

iQuoteexpress offers

  • Customer templates
  • Discount management
  • Tracking
  • Quote approval system

Key Features

  • Product search
  • Dynamic catalog
  • Account management
  • Flexible integration
  • Reporting

6. Proposify

The quotation software Proposify simplifies your quotation process and makes it more efficient with integration with different CRM and accounting software.

Proposify offers

  • On brand template
  • Content library
  • Creation of proposal directly in Salesforce to keep data in sync.
  • Faster sign off

Key Features

  • Electronic signature
  • Interactive pricing
  • Real-time tracking
  • Custom fields and variables
  • Client input forms

7. Qwilr

Qwilr is an efficient quoting tool for individuals, teams, and organizations. It quickly creates ready to share quotations for all business types.

Qwilr Offers

  • Flexible quotation
  • Interactive pricing
  • Upsell opportunities
  • Hasslefree designing

Key features

  • Inbuilt payment
  • Faster sign off
  • Personalized accept
  • Document protection
  • Instant notifications

“Every quotation you prepare has the potential to add revenue to your account books.”

If you still prepare quotations with the use of Excel or Word, you are far behind your competition who definitely has moved to sophisticated online price quote software.

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