Still using Word to create your Quotes and Proposals?

Many of our customers started out creating their Quotes in Word and Excel. We speak with many prospects that create their quotes and proposals using a spreadsheet (like Microsoft Excel) or a word processor (like Microsoft Word). When most business professionals are first asked to create a sales quote for a customer, naturally they use the tools that they are already familiar with such Word or Excel. At first glance, using Word or Excel is a quick way to create a quote. As you get further along in the quote generation process you very quickly discover how inefficient and error prone the process is.

Verified by MonsterInsights