
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.