If you’re like many businesses, you’re probably already using a cloud-based accounting package such as Xero, MYOB, Reckon or Quickbooks. However, chances are that you still have plenty of manual paper-based processes in your business.
One area which often gets neglected is the quoting process. Yet, this is one of the most critical processes in your business, as it converts prospects to paying customers.
Most of the accounting packages allow you to produce quotes but getting them to look exactly how you want them to look is not easy.
There are plenty of cloud-based quoting applications available that can improve your sales process and help you win more jobs. Here are a few great examples:
- Quotient – a simple easy to use quoting app that allows you to create, send and get online approval from your customer. It also integrates with Xero. It’s great for businesses that complete a high volume of quotes with set products or services.
- Proposify – a great solution for preparing proposals with many high-quality templates. It also integrates with Xero, plus a range of other applications. It’s suited to businesses in the construction, professional services, hospitality or engineering sectors, where more detail is required.
- Qwilr – Similar to Proposify, Qwilr offers a professional solution for presenting beautiful proposals. It also has plenty of useful integrations, including Xero.
So help your business stand out from the crowd, present your prospects with a professional quote or proposal and watch the projects roll in.
To get the right advice for your business call PPT on (03) 5331 3711 (Ballarat) or (03) 8391 3063 (Melbourne).
DISCLAIMER: This information is general information only and hasn’t taken your personal circumstances into account. It is important that your personal circumstances are taken into account before making any financial decision and we recommend you seek detailed and specific advice from a suitably qualified adviser before acting on this information.