The best software for quotes and sales

A quote software is the perfect solution when that customer you've been waiting for so long finally arrives and asks you for a quote for your products. Quotation and sales programs have become the solution for many companies to generate a document that allows them to close a negotiation and give the customer a view of how much their products will cost. But before getting to the above, it is fair to understand how a quote works and what are the best ways to present it. A quote can be generated when you combine a series of orders with products through a WhatsApp message or it can be formal and arrive in the form of an email, it all depends on the way you want to present your company. Hire Mobilvendor and start seeing how your quotes are converted into sales. Learn more heremobilvendor appMobilvendor quote softwareContents hide 1 What is a quote? 2 How to make a quote that sells? 3 Mobilvendor commercial software for quotations4 Ways to submit a quotation5 Most used quote formats5.1 Quote format to send by email5.2 Quote format to send via WhatsApp5.3 Quote format to send physically 6 Final Conclusions What is a quote? A quote is a document that details the estimated price for a period of time of products or services offered by a company to a potential customer. The quote includes information about the products or services, their characteristics, quantities and unit prices. The quote may also contain additional details, such as payment terms, warranty policies and any other associated costs, such as taxes or third-party or own shipping charges. How to make a quote that sells? To make an effective quote, it first identifies the customer's needs and offers specific solutions. It details the products or services offered, specifying characteristics, quantities and unit prices. Be transparent about additional costs, such as shipping or taxes. Additionally, don't forget to present clear and flexible payment options. Include information about guarantees or return policies. Use clear and concise language, avoiding unnecessary technical jargon (depending on whether your product or service requires it). Everything may seem very difficult to generate or capture in a single document, but I'll tell you that there are programs like Mobilvendor that make your quotes safe sales. Mobilvendor is a software that has several modules, including the commercial one, which integrates customizable quote formats so that your sales team can use and close more sales. Mobilvendor commercial software for quotationsOne of the best options is to have a program for quotes since it will allow automation of your processes and time improvements. With mobilvendor's commercial software, you can not only access quotes, but you can also manage your sales at another level. Here are some features of the MobilVendor commercial module: Promotion management with more than 200 automatic mechanics. Reward system for customer loyalty. Customization of daily activities of the sales force. Business tools to increase sales, such as suggested ordering, ecommerce, and telesales. Complete reporting for efficient and timely follow-up. And that's not all, with Mobilvendor you can access to automate your quotes, sales and also the invoicing of your business thanks to the accounting platform that the system can offer you to empower your company 360 degrees. Ways to submit a quotationWhen you use quotation software, you have many ways and means to submit a quote. Here are the most common ways to submit quotations: Custom PDF format: With specialized software, you can create quotes in PDF format with your company's brand, logos and corporate colors. This transmits a professional and coherent image to the customer. Interactive Email Sending: Some platforms allow you to send quotes as interactive emails, where the customer can accept, reject or request changes directly from the email. Among them, you can configure an API for Mobilvendor to connect with platforms such as MAILCHIMP, etc.Online Customer Portals: Advanced quote systems offer online portals where customers can access their quotes, make changes and accept them electronically. This streamlines the process and provides transparency. Most used quote formats.Here are some quote formats that you can use to improve the customer's buying experience and promote direct sales. Remember that the best way will always be to automate your quotes with quote software such as Mobilvendor commercial module. Quote format to send by emailSubject: Quote [Quote Number] — [Company Name] Email Body: Dear [Customer Name], Attached you will find the detailed quote for the products/services you requested. We have designed this proposal specifically to meet your needs and optimize your results.Please, review the quote and do not hesitate to contact us if you have any questions or if you need any modifications. We are here to help you. We are waiting for your comments and hope to have the opportunity to work together. Kind regards, [Your Name] [Your Position] [Name of Your Company] Attached: Quote [Quote Number] — [Date] Quote Format to send by WhatsappHello [Customer Name], I will send you the requested quote. I am sure that you will find our proposal very attractive and competitive. Please take a look at it and let me know if you need any modifications or if you have any questions. I'm here to help you with whatever you need. I look forward to working together on this project. Thank you for considering us! Regards, [Your Name] [Name of Your Company] Quote format to send in physical formCover: [Company Logo] Quote [Quote Number] — [Date] Body of the Document:Dear [Customer Name], Attached you will find the detailed quote for the products/services you requested. We have prepared this proposal with care and attention to ensure that it meets your specific needs. Please review the quote carefully and do not hesitate to contact us if you have any questions or if you need any modifications. We are here to provide you with the best possible service. We hope to have the opportunity to work with you and contribute to the success of your project.Sincerely, [Your Name] [Your Position] [Name of Your Company] Final Conclusions At Mobilvendor we recommend that your quotes and sales be managed from the same software so that the information you have can be analyzed using data analytics for business.Creating a quote will always be a good alternative to promote the closing of the customer's sale since it connects the consumer with the product that you want.