Automated Quoting Software
Create and customise foolproof quotes that streamline you buyer's journey and corresponds with your corporate branding.
Our optimised Quote-to-Order Workflow improves staff efficiency by making it easy to send accurate quotes that will secure the sale.
Make quoting easy
Prospect CRM helps you save time on the quoting and invoicing process using automation with a personal touch! With software that syncs directly to your accounting or inventory management system, product information can be pulled directly from your data-set and imported into your quote template, converting order to invoice in a matter of seconds.
Benefits of Automated Quoting Software
- Accelerate your sales success by reducing manual time spent on processing quotes
- Improve customer satisfaction with a foolproof quoting system that immediately sends their order information to your Operational team for quick delivery
- Customise branded and beautiful quotes using pre-designed templates
- Capture all purchase history, invoices, and email communications in one place so you can deliver a personalised quoting experience every time
- Stay connected with your accounting or inventory software to set up a seamless quote-to-order workflow
How to Automate your Quote-to-Order Workflow
Build quote template
Work with our team of experts to create a quoting template that corresponds with your corporate branding, so your customers always receive a personalised experience.
Import data
Using the dynamic data pulled from your back-office system, select the right products for your customers with automatic promotions and discounts applied.
Let your system do the rest
Once your quote is sent, all your customer has to do is accept or decline your offer using the option buttons built-in during the quote creation phase. Their order will be processed immediately and converted to an invoice – completely hands-free!
Comparing CRM Software - Get a side-by-side comparison of the top-rated CRM vendors
Users that love automated quoting
Quoting Blogs & Resources
Importance of Streamlined Quoting Blog
Learn how to implement an automated quote-to-order workflow for improved business growth.
Webinar: Optimising your Quote-to-Order Workflow
Watch back our webinar on how to get from quote to order faster, taking more orders, in less time - every time!
Handbook: Creating a Winning Workflow
Find out how to optimise your quote-to-order workflow from start to finish with this comprehensive guide.
Quoting FAQs
What is a Quote-to-Order Workflow?
A Quote-to-Order Workflow refers from the process of building quotes, sending them to your customer, and eventually passing the order information to your warehouse team for delivery – all stages combined to create a profitable sales motion.
How do I send automated quotes from Prospect CRM?
Prospect CRM uses smart searching that allows you to find products, identify relevant upsell opportunities, and survey stock availability for your quote. Using your pre-configured quoting template and the customer information logged in your system, Prospect CRM will automatically assemble your quote – all you have to do is press send!
How do I set up my quoting workflow in Prospect CRM?
Prospect CRM’s quoting system offers various configurations that our Onboarding team can help you set up. From document templates to quote tables, it’s quick and easy to tailor the quoting system to suit your needs.
Does it cost extra for automated quoting & invoicing in Prospect CRM?
Interested in Stock-Aware CRM? Visit our Pricing page to view our subscriptions and what’s included.
Why choose Prospect CRM?
For B2B product selling businesses, opting for Prospect CRM is a no-brainer. It’s rated the #1 Stock-Aware CRM focused on increasing customer lifetime value (CLTV), designed specifically for product-selling businesses that want to increase repeat orders and drive sales growth.