The UK IT-managed service sector is intensely competitive, with huge pressure on businesses to respond quickly and accurately to quote requests from customers.
In this context, every IT company, from independent consultants and small start-ups to large national franchises, need to have efficient processes and tools in place to provide a fast and responsive quotation service.
A bespoke quoting software solution, such as QuoteWerks or IT Quoter, can help streamline operations, increase productivity, and boost profitability. In this article, we’ll take a closer look at what quoting software is, how it’s used, and why your IT company needs it to thrive.
What Is Quoting Software And How Is It Used By IT Businesses?
Quoting or CPQ (Configure, Price, Quote) software is a digital application that unifies and simplifies the process of creating custom quotes and proposals for your clients. The platform allows IT sales staff to gather the necessary data and automate the process of producing accurate, professional-looking quotes. With a quoting platform, sales teams can quickly generate quotes that include all the essential details about the project or requirement, such as the scope of work, timeline, pricing, and personalised discounts. This saves time for everyone involved and avoids the errors that can occur when creating quotes manually.
The Benefits Of Using Quoting Software For Your IT Company:
Quoting software offers numerous benefits to IT businesses, including:
- Streamlining the quoting process, which saves time and reduces errors.
- Standardised branded quotes and proposals that are easy for customers to understand, reducing ambiguity and queries.
- Providing accurate pricing information that increases clarity and transparency.
- Centralising data and reporting into a unified cloud-based interface to help you and your sales team make intelligent pricing decisions – whether you are working from the office or home, or in the field.
- Faster response time to customer requests and a shorter sales cycle.
What Are The Best CPQ Software Options For Small IT Businesses?
The two most effective quoting platforms currently available to IT businesses are QuoteWerks and IT Quoter, both available as a managed service through Quintadena. QuoteWerks has been on the market for over 20 years and has gained a strong reputation for its scalability and capacity to integrate with major CRM systems. Its easy-to-use, versatile interface makes it quick and straightforward to create, personalise, revise, and send quotes and invoices, with minimal training or technical knowledge.
IT Quoter is another good option for growing IT MSPs, with the advantage of being specifically tailored to IT resellers and solution providers. One of the advantages of IT Quoter for service providers and resellers is its ability to draw down real-time pricing and availability from leading technology vendors in the industry, so you can offer the most competitive quotes on IT products and services. The platform also helps IT salespeople compare services by highlighting their critical features, specifications, and components, delivering a precise and transparent quoting process when creating bespoke service packages for customers.
Both QuoteWerks and IT Quoter have an easy-to-use interface that can be customised to suit your IT business needs, and which adapts to the operating systems and screen sizes of various devices, including smartphones. Customisable templates, product configuration, and automatic creation of invoices all contribute to making these solutions stand out as quoting systems for IT SMEs.
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