As we all know, a Sales Quoting Software is helpful to resolve issues associated with manual quoting. It simplifies the process by automating routine tasks associated with quote-to-delivery process. It has a simple UI, is easy to use and can definitely contribute in accelerating the quoting process. Surprisingly there are some common myths associated with sales quoting software that make you feel as if the software tool will hinder the process of quoting.
The following blogs busts some myths linked to usage of sales quoting software.
Creating Attractive Quotes using the Software is Time Consuming
We have long been told that quoting software is designed to speed up the quoting process. This doesn’t mean the visual appeal or the quality of your quote is compromised. If that was the case then quoting tools wouldn’t have become so popular. The fact is, preparing attractive, professional quotes is easy and quick with sales quoting software. Also, the software tools come with point-and click interface, hence quote creation is never a complicated task. Using the software, you can always make the quote more engaging by adding images, separators and even website link without spending any additional time.
Sales Quoting Software are not suitable for Generating Complex Quotes
Irrespective of how complex your quoting process is, with a sales quoting tool you spend hardly any time in generating quotes. Configuring products is a tedious job while creating quotes manually. With a CPQ software solution, you can accurately configure products and their prices in no time, to generate quotes quickly.
You have to Install the Software on the your Computer
If you choose cloud-based or SaaS version, also referred to online quoting system, it eliminates the need for installing and running the software. In the type of software delivery model, the software is installed at a remote facility such as a server on Internet. The provider delivering the cloud-based version has to house all the infrastructure needed to support the web quoting software. So the job of managing the server as well as upgrading the software is done by the provider at his end. As a user, you should have a computer with an internet connection to access the online quoting software. You will be charged a monthly subscription fee in order to use the software.
Sales Quoting Software does not Allow Customization
This is another myth that needs to be debunked immediately. Sales quoting software have a range of built-in quoting templates that you choose from to meet your business needs. In case, none of the quoting templates match your requirements, you can always create your own custom templates. Also, most quoting tools give the flexibility to create custom bundles while creating a quote. In some cases, resellers want to adjust cost/price/margins for individual items in the quote while other resellers do not want their customers to view Itemized pricing & Manufacturer Part no. in a Quote. All this can be easily implemented using sales quoting software.
Creating Quotes through Software is Error Prone
This is possible if you are not familiar with the sales quoting software or the quoting tool is itself defective. Keep in mind that various companies use sales quoting software to reduce the number of errors, to ensure greater accuracy while quoting. Since the software tool automates the quoting process, the total amount in the sales quotation is automatically calculated. All the required taxes are considered while calculating the total amount.
Also, the product information that you access while creating quotes is updated in real time. Hence pricing errors, or errors in calculation are unlikely to occur when creating quotes. So it is a myth that quoting through software is an error-prone process. In fact, it is error-free, provided you know how to use the software.
This post first appeared on How To Solve The Biggest Problems With Online Quoting Software, please read the originial post: here