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.
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