Let’s face it: As a small business, you do a lot of things that maybe you didn’t envision yourself having to do. You might have not thought you’d be in charge of payroll — but if needed, there you are, figuring out what needs to be done.
Same for something like marketing or accounting: You’re juggling all the different mechanics and solutions required in order to keep your business afloat and keep it growing, too. So when it gets to sales, you want to maximize your time in order to have the best chance of delivering pricing that is expedient, efficient, and also delivers so that you don’t lose your shirt over every job. That’s where templates and software comes in.
Sales quote software helps you work through what can be a complex process in a way that’s uniform and faster than you might be able to do in the old-fashioned way. This graphic walks through the process.