Free Quotation Software

What Is Quoting Software?

Quoting software, also referred to as quotation software, is a tool designed to streamline and automate the quotation process professionally and efficiently. This software assists businesses in every step of the quotation cycle, from the creation of quotations and template selection to emailing clients, record-keeping, and managing the status of quotations. By utilizing quoting software, businesses can effectively manage client information, and pricing details, and reduce errors associated with the quotation creation process.

In essence, quoting software plays a crucial role in enabling businesses to submit quotations professionally and accurately. By automating various aspects of the quotation workflow, businesses can dedicate more time and attention to serving their clients and expanding their business opportunities.

Why is there a need for Quotation Making Software?

Quotation-making software, such as Refrens, is indispensable for several reasons, addressing critical aspects that handwritten quotations or generic templates may lack. Here's why businesses need dedicated Refrens quotation-making software:

Efficient Communication:

• Speed is crucial in the competitive business landscape. Quotation software enables fast communication with clients by automating the quotation generation process. Quick responses increase the chances of winning business, as clients often seek prompt and accurate quotations from multiple vendors.

Professional Quotation Format:

• Quotation software provides professionally designed quotation templates and formats. This ensures that the quotation is not only accurate but also presented in an aesthetically pleasing and easy-to-understand manner. The visual appeal of a well-designed quotation reinforces the professionalism of the business.

Calculations and Accuracy:

• While tools like Google Sheets or Docs quote templates are versatile, they may lack the sophistication needed for complex calculations in quotations. Quotation software automates calculations, including taxes, TDS, and total amounts, ensuring accuracy and saving time compared to manual calculations.

Consistency and Branding:

• Quotation software allows businesses to create consistent and branded templates. Consistency in design and formatting across all quotations contributes to a cohesive brand identity, reinforcing the professionalism of the business.

End-to-End Management:

• Quotation software goes beyond just creating quotations. It provides an integrated platform for managing the entire process, from creating quotations to converting them into invoices and collecting payments. This end-to-end management ensures a seamless workflow and eliminates the need to juggle multiple tools.

Data Centralization:

• Unlike scattered files in Google Sheets or Docs, quotation software centralizes all data in one place. This centralized approach simplifies data management, making it easy to locate information, track quotations, and generate reports.

Time and Resource Savings:

• Quotation software minimizes the time and effort spent on manual processes. It automates repetitive tasks, allowing businesses to focus on client interactions, product/service delivery, and overall business growth.

In summary, the need for quotation-making software is driven by the desire for efficiency, professionalism, accuracy, and streamlined end-to-end management. Refrens, as a dedicated tool, addresses these needs, providing businesses with a comprehensive solution for their quotation processes.

What does a Quotation contain?

A quotation also known as “Quote” is considered similar to an invoice. But, both serve different purposes. A quotation is issued to the potential customer before the order confirms whereas an invoice is issued after the product has been delivered to the client. A quotation is the first point of contact with the client and also the first opportunity to impress the client thus chances of getting the business from the client increases. Thus, it becomes extremely important to issue an error-free and attractive quotation to the client.

There are many challenges when creating an accurate quotation. Some of them are:

Price Fluctuations: Frequent changes in the prices of products or services can pose a challenge in accurately quoting prices.

Data References: Referring to multiple documents and files before creating a quotation can be time-consuming and prone to errors.

Calculation Errors: Manual calculations may lead to errors in the total amount, impacting the accuracy of the quotation.

Inaccurate Details: Providing inaccurate details on the quotation can diminish the chances of winning the client.

Any of these factors are enough to lose the potential client. Having quotation software like Refrens helps to overcome these challenges and helps to create, manage, and track all the quotations in one place.

Refrens provides a comprehensive solution to these challenges by offering user-friendly quotation software. This tool not only simplifies the quotation creation process but also assists in managing and tracking quotations effectively. Moreover, Refrens extends its capabilities beyond quotations, offering features for invoicing, proforma invoicing, purchase orders, and expense reporting—all for free. The platform serves as a valuable invoicing software, streamlining the accounting process and making it more manageable for businesses.

Benefits of Quotation Management Software

Whether you are preparing quotations for a new client or a recurring client, serving both of them effectively and offering them deals that add value to their business is important. Using price quotation management software, you can process quotation requests easily without any cumbersome.

1. Error-free Quotations

A quotation is the first point of contact with the client, and it is imperative to issue a quotation without any errors. Creating quotations using quotation software eliminates the risk of error in the quotation. As the data is fetched from the database, there is no need to retyping the customer details every time you create a quotation. The calculations like TAX or VAT, discounts, and totals are auto-calculated, so there is no chance of error when creating the quotation.

2. Save Time And Effort

When creating quotations there is no need to write the customer details again, once the customer detail is stored. You can also bulk upload the client’s details at once and can use the same details to create quotations and other documents, which saves your time and effort.

You can instantly send the quotation to the client via email and can also track the same to check whether the customer opened the quotation. Once the quotation gets approved, you can directly convert the same quotation to an invoice, without any effort of creating the invoice from scratch.

3. Customizable Format

Always choose the quoting software which provides the option of customizing the quotation you want. You should be able to customize the quotation, the way you want it. Refrens provide the solution to the “Add/Rename Columns” on a line item, you can add custom fields and columns to add more details on the client-side as well.

4. Professional Templates

Select from the host of different quotation templates. We provide a professional template, letterhead template, business quotation template, print-friendly template. You can choose multiple font headings and more than 240 colors for templates. The professional-wise template includes free photography invoice template, online commercial invoice template, freelance invoice template, free purchase order template, proforma invoice template.

5. Quick Changes

When any client asks for changes, there are high chances that the client is interested in your product or service. You can’t take the risk for a long time, editing the same quote and resubmitting it to the client. Quotation making software helps to edit the quotes within seconds and faster the quoting process cycle. Access and process your quotations from anywhere in the world using mobile devices. Get real-time email alerts.

6. Set of Information

Quotation management software helps you to keep all the quotations in one place and manage and track all of them easily. You can get all the client details as well. No need of referring to multiple files and folders to access the quotations. All the quotations in quotation management software is well organized and easy to access with a few clicks of a mouse.