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One of the most widely used business methods is certainly the estimate, it is essential to provide the customer with the price of a specific service. For this reason, many companies are using software that creates accurate, customized quotes in a short time.
In this guide we’ve included the best CPQ software, analyzing their pros and cons, the quality-price ratio and the functionalities they offer.1 TakeOff Estimates and Reports 4.0
TakeOff Estimates and Reports 4.0 is customer relationship management (CRM) software designed to help freelancers and businesses manage reports, estimates, budgets, accounting, proposals, goals and more on a unified platform. Administrators can create estimates using existing forms, analyze results along the business pipeline and forecast, monitor opportunities and streamline decision-making processes.
2 iQuoteXpress
iQuoteXpress is a cloud-hosted quote and proposal generator that allows organizations to automate their sales estimation processes. Salespeople are able to conveniently create detailed and accurate proposals without taking too much time, so they can focus more on the actual sale than on preparing sales documents.
3 MiClient
MiClient is a cloud-based proposal management solution that helps companies integrate and engage customers. Designed for the service industry, key features of the platform include access to a content repository and knowledge library, task assignment, status tracking, automated formatting and lead nurturing.
4 ConvertCalculator
ConvertCalculator helps small businesses increase sales and reduce hassles. Allow your customers to set their own prices and increase website conversions and sales. With this program you can create highly flexible and customizable calculation forms that you can incorporate into your website. It is perfect for creating a quote, booking form, financial calculations and as a product configurator.
5 Quotient
Quotient is a cloud-based CPQ (configure-price-quote) solution that caters to small businesses in various industries by helping users create, submit and manage professional quotes. Key features include contact, pricing and proposal management. The program allows users to add images, website links and files to quotes.
6 DealHub
DealHub offers a unified platform that helps companies generate quotes and contracts, connect with prospects and access buyer information. The software is designed using a revenue amplification approach that helps bridge the gap between corporate CPQ and other revenue operations.
7 Expedite Commerce
Expedite Commerce is a cloud-based CPQ solution that helps manufacturing, distribution and communications companies with automated quote processing, invoicing and payments. Its key features include order management, forecasting, delivery and documentation. The application allows manufacturers and distributors to set up product profiles and monitor order and revenue flows.
8 KBMax
KBMax is a cloud-based, omnichannel quote configuration software designed for direct sales organizations, retailers, distributors and ecommerce companies to improve the sales process, simplify the configuration and sale of complex products and elevate the customer experience.
9 CIS Configurator
CIS Configurator is a cloud-based tool for large and mid-sized manufacturing companies. It helps automate configuration, pricing, and quote generation. Extremely flexible, it offers an open API for integration with existing business applications such as ERP and CRM solutions.
10 Paperless Parts
Paperless Parts is a cloud-based, ITAR-compliant collaboration and quoting solution aimed at machine shops in the aerospace, defense, industrial and medical device industries. The software offers a central repository that provides visibility into quote status and historical information. It performs quick quotes by leveraging geometric features to enhance pricing formulas.
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