Best Quote Maker for Small Businesses

Having the best quote maker allows you to impress your clients, increase your sales team’s productivity levels, and win new business. So, what is the key to helping you attract new clients? Besides obvious things like the quality of your products and services, pricing, branding, and marketing, it’s your sales process that plays a huge role in encouraging steady business growth.

It all starts at the first “hello” and continues through building a strong relationship to the initial business offer before following up and earning a new client. The key to a strong sales cycle is swift and clear communication with a personalized touch.

Quote makers for small businesses streamline and automate your proposal and the request for proposal process for your sales team. Today, common features include an e-signature, CRM, e-commerce software, and accounting that all work together to make your sales process more efficient and precise.

A few benefits of having a quote maker include the ability to easily and quickly make impressive and professional-grade sales quotes and proposals. You design these proposals with a winning sales strategy in mind. You can generate proposals and quotes in several file formats that you can then send through different channels. The formats include a dedicated landing page for your proposal, and this can boost your chances for success.

Essentially, your quote maker lets you spend more time with each client while cutting the time you spend working on proposals and paperwork. This approach can win you more business, but what are the best quote makers for small businesses?

Why Quotes Are Important for Your Small Business

Quotes are essential to your business because they’re a way to increase your transparency and trust levels with each client you come into contact with. They can show your potential clients that you have a consistent and clear pricing structure and it’s professionally run. Also, they can easily see what you charge for each part of the project because it’ll all end up right on the quote.

Quotes allow your customers to see that you have a very clear idea of how much work their particular job will take to complete, and you’re transparent with your pricing so there aren’t any nasty price hikes at the end of the project.

A quote maker also allows you to clearly list out your conditions and terms of each project between your business and the client. The client gets peace of mind knowing they’ll have protection should these clear terms and conditions get broken, and both parties know what is expected of them throughout the project. If you weren’t ready to give out a written quote before starting a project, this can throw up a red flag to your potential client.

It could prompt them to look elsewhere. So, creating a quote at the start of a project using the best quote maker lets your client know that your business is trustworthy and a serious contender for their project.

Another important thing to consider is that learning how to create a quote when you first start your business can help you focus. You’ll have to take a hard look at what you believe your products or services are worth, as well as how much you should realistically charge for your time. It also gives you a good idea of the amount of work involved in different projects.

Important Components to See on Your Quote Maker

When you’re deciding on a quote maker, you have to keep in mind that the objective of this quote is to persuade potential customers to choose your business over your competition to close the deal. You want to consider your potential customers’ demands before creating a personalized quote to win them over. Ideally, any quote maker you use will be intuitive and user-friendly.

Platforms like Billdu offer an easily customizable quote maker if you log into the platform and look under the Documents tab, then to Estimates. Estimates and quotes are essentially the same things, and you can easily customize it with the following components to win your clients over.

Client Information

It’s important that you input details about the client that you want to send your quote too. Make sure you have standard information like the client’s name or the company’s name, address, contact numbers, and e-mail if it’s available. You can also add notes at this point in Billdu if you think that it’s appropriate.

Company Information

Any quote maker you use should allow you to input information about your business to make it easy for your clients to see. Write out your company’s name, address, contact numbers, and e-mail. If you have a website or fax, you can add it here too. There should be space to write a quick blurb about how your company functions too.

Validity Period and Date of Issue

Put the date you sent the quote to the client and the date of issue. It’s essential that you have this in your quote because most quotes usually come with time limits for the client to accept them. You could also add in a note that states that your quote is valid for X amount of days from the date of issue. This can create a sense of urgency for your client, and it may entice them to send you a faster response.

Quote Number

As most businesses use accounting software, they can automatically generate a unique number for this specific quote. If you don’t have accounting software, you can manually input a unique number for your quote to keep them all straight. This can help you locate and track the quote quickly and easily for future reference.

Services or Products

The client is interested in the services and products your company offers. This is why all of your offering details get clearly listed with the required pricing in your quote. The following structure can give you a good idea of how to describe your services or products to your clients:

• Check and see if you need one or more tables to list your services or products. If you have different categories for your services or products, you can use multiple tables in one quote to make everything clear.
• Include columns for the name of the service or product, duration of the service, quantity, price, and the total amount that includes taxes.
• You can add notes or an extra column that describes whatever you’re offering your client to help them understand better.

Pricing Structure

When you create your pricing structure, having an eye for detail is critical. Make sure there is absolutely no room for confusion when it comes to your pricing details because this will be the client’s guide for any future payments if you close the deal. Don’t forget to include any applicable taxes along with appropriate rates for your products or services.

Make sure you have a section for the cost breakdown. Include as many details as you think you need to have before you finalize your quote and share it with your prospective client. For example, say that you run a SaaS company, and you offer a tiered pricing strategy to your clients. Include each feature of the specific package you’re offering to your client in your quote. Also, make sure you list the validity period of the product or service and how the client renews the plan. This will get rid of the possibility of any future disagreement between you and this client.

Terms and Conditions

Lay out your terms and conditions that will outline the whole agreement between your business and the client. There could be bad instances like poor customer service, late deliveries, and the products end up delivered damaged or broken. The terms and conditions will spell out what will happen should these events occur, and it can help settle disputes.

You also need to mention in this space your payment terms, the contract’s duration, and any clauses you have like confidentiality, intellectual property, limitation of liability, or termination.

Signatures

The signatures from the client and your business act like a confirmation of the project, service, or deal. Some platforms offer you the ability to use e-signatures to get rid of chasing the client down to try and get a traditional paper signature.

Clarity Notes

If you realize that some of the information in your quote maker, like the terms and conditions or pricing structure, are complex, it’s a good idea to add a note for clarity. The notes will give the client additional information along with any information you mentioned earlier in your quote.

10 Best Quote Makers for Small Businesses

Now that you know how critically important quotes are for your business, you’ll see how it’s so important to invest in high-quality software. Since there are so many options available, we’re going to break down the best quote makers available on the current market. You can compare them and decide which one is best for your business.

1. Billdu

First up is Billdu. This is an intuitive cloud-based platform that allows you to quickly and easily generate customized quotes with all of the relevant information. Once you log in, all you have to do is go to the left-hand side and look for Documents. Click the down arrow by Documents to find Estimates. You can then customize your quote or estimate for each client all in one screen.

It’s easy to select different currencies, set a tax rate, list out your items, and make a very clear and concise document with this quote maker. There are also a host of other intuitive features you can try to streamline your business, and you can invite your accountant right to your account.

• Pricing: Tiered pricing starting at $0.00 and going to $16.99 a month and a free 30-day trial

2. Qwilr

Qwilr is an invoice maker that allows you to replace your quotes, PDF proposals, and presentations with mobile-friendly and interactive web pages. The pages will plug right into your system, and they have a timeless design that allows you to use them again and again or build new ones. They offer customized fonts and styles, analytics, free templates, quote acceptance, e-signatures, free stock videos and images, and free templates. It allows you to analyze and track how people browse your marketing and sales materials. You’ll get notifications when someone views your document, how many times people look at it and which sections the people spend the most time on.

• Pricing: $22 per user, per month with a free 30-day trial

3. Bitrix24

In addition to being a quote maker for small businesses, this software offers tools like project management and CRM. The invoices and quotes are completely customizable, and you get a host of tools like automatic numbering, multiple currency support, product catalog, taxes, and email marketing. It offers task and workflow reporting, calendar sharing, reporting, and more. You can use it as an online service like SaaS or a cloud version. It also comes as a ‘box’ product that is self-hosted. You can pick between the more flexible cloud subscription plans, or you can build a custom intranet project with the self-hosted version of the software.

• Pricing: Paid plans starting at $39 a month and a free 14-day trial

4. Scoro

Scoro is one way to streamline your service and product billing processes. Instead of using five different tools to try and manage contacts, send quotes, and take care of your billing, you can do it all in one powerful quote maker. In just a few clicks, you can create proposals and quotes. It offers PDF export, CRM, quoting automation, billing automation, sales pipeline reporting, work management, and project management. You can also get an overview of a supplier or client on a single page that lays out every transaction you’ve ever had, and it includes contact details, communication history, linked files, invoices, orders, quotes, and linked projects.

• Pricing: $26 per user per month and up plus a 14-day free trial

5. DocSend

One of the best quote makers is a tracking and content management solution that helps your marketing and sales teams be much more efficient. With DocSend, you can easily see when, where, and how customers engage with your sales documents. So, you can easily keep the flow of conversation going. It has manager insights, collaboration and teamwork, advanced document tracking, remote presentations, document control, training, support, and custom branding. You’ll get instant notifications that alert you when a prospective client engages with your content. In turn, you can reach out in a timely manner. There are also page-by-page analytics that give you more insight into what matters to your prospects.

• Pricing: $10 per month, per user and up with a 14-day free trial

6. PandaDoc

This quote maker is a document automation software suite that gives you higher closure rates on your deals while shortening your sales cycles. You can custom-make proposals in minutes. It allows you to create unlimited documents with e-signatures, custom branding, product catalogs, pricing tables, manager approved workflows, automatic reminders, and integration with CRMs. You can run document analytics to see where your prospective clients spend the most time, and it makes it easy to track each quote’s progress. Once you send a quote off, you’ll get a notification when the customer opens it, views it, and signs it.

• Pricing: $19 per month, per user with a free trial

7. Bidsketch

This is a popular quoting software used by agencies, consultants, and freelancers. It lets you create quotes, sign them electronically, and track professional-grade proposals for your clients. It features optional upselling, design templates, reusable content, online signatures, landing pages, automated new client workflow, notifications, domain customization, and a single centralized platform for your client information. You’ll create unique client landing pages where they can then view, approve, comment on, and export the proposal quickly. The optional upselling is also an interesting feature, and you can mark certain fees as optional to give the clients the choice to accept them as they look at your proposal.

• Pricing: $29 per month, per user and up with a free 14-day trial

8. Quotient

This is a more stripped back quote maker that will serve a general purpose for your business. It appeals to a broad range of businesses that have direct sales because it’s a simple online proposal and quoting software. It offers follow-ups, templates, confirmation emails, automatic quote expiry, templates, quote opening and viewing tracking, one-click quote acceptance, and a dashboard. You can also take advantage of auto-completion, file and image attachments, and template saving to make it more efficient to create different quotes. The quotes will be archived and be searchable via keywords.

• Pricing: $20 per month, per user and a free 30-day trial

9. Mosspaper

This is a mobile-friendly contract management system and quote maker that gives your small business a platform to create, track, sign, and accept contracts and quotes. It allows for paperless approvals, payment integration, and electronic signature capture. You’ll enjoy centralized data management, simple payment processes, e-signatures, predictive data analytics, customer collaboration, and invite and manage users to the platform. You can track and manage contract payments, send payment requests to customers, collect payments, and review outstanding balances from a centralized platform. It’ll integrate with Stripe to allow you to accept secure international payments too.

• Pricing: Paid and free plans from $19 a month with a 30-day free trial

10. Nusii

Nusii works for creative businesses as an online quote maker. It has a host of nice features that help you get beautiful proposals out the door and on the way to the client much quicker. You’ll choose from professional-grade proposal templates, online signatures, notification system, and analytics with quote tracking. Once you and your client are happy with a proposal, all you have to do is hit the send button. This platform will keep track of it for you around the clock. When your client opens and views it, you’ll get a notification. In turn, this can help keep you informed and in the loop.

• Pricing: $29 per month, per user with a 15-day free trial

Why Billdu is the Best Quote Maker for Small Businesses

When it comes to the best quote maker, it’s hard to beat the convenience and intuitiveness of Billdu. The centralized platform is a huge selling point, and so is the dashboard. You can easily view paid, unpaid, and created quotes at a glance, and this can help you keep your business’s finances running on the right track. A few other reasons why Billdu excels as a quote maker include but are not limited to:

Apps

It’s a busy world, and you may not be able to tie yourself to a traditional desk and PC to run your business. Instead, you can use Billdu’s user-friendly apps for Android and iOS devices to view your quotes, accept them, review payments, and use all of the features right from your phone anywhere you have a stable internet connection. As a bonus, the apps are very secure.

Host of Services

Billdu takes great pride in making itself a one-stop shop for all of your business’s financial needs. It’s not just a quote maker. It allows you to create and track invoices, purchase orders, delivery notes, credit notes, recurring invoices, set up an online store, set up different payment methods, track expenses, and much more all in one cloud-based platform.

Accountant Onboarding

It’s essential that your accountant or accounting team can view all of the necessary information they need to set up your taxes, check your finances, and ensure that your business is on the right track. With Billdu, you can invite your accountant right to your platform where they can get everything they need.

Try Billdu Free for 30 Days

We understand how important it is to find the perfect quote maker for your business, and this is why we invite you to try Billdu and register for a free trial. We’re confident that it’ll help you streamline your business operations and stay on top of all of your important financial transactions.