Quotewerks

All CRMs give you the option to create Quotes, but we recommend this purpose-built quotation management product, especially since it integrates with major CRMs for Contact & Deals, as well as Financial systems, for Orders and Invoices.

When using its own product database (you can also link products from CRM and Financial systems, or even Excel), you have the option to add specification sheets, images and video that launch within the quote.

A Literature Tab allows to add frequently required documents as well as standard Cover Letters that can be modified, enabling a professional proposal to be created double quick, which can be sent as a .pdf or hosted for online collaboration. Customise the existing layouts for creating Quotes, Proposals, Purchase Orders and even Invoices.

With multiple currencies, customer profiles, approval workflows and a choice of pricing strategies, this is one slick solution that will save time and enhance the quality of your documents.