Integrator Estimating and Sales Proposal Software Statistics

By Sean Patton, Published Nov 23, 2021, 09:40am EST

Estimating and selling projects is time-consuming and critical for security integrators, as many rely on continually selling new projects to stay in business, but there are many proposal software offerings to choose from.

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To see what is most commonly used for selling projects and why, 180 integrators answered the question:

What software, if any, does your company use to create estimates or sales proposals? Why?

In this note, we examine statistics from integrator responses and examine the trends they reveal, the most commonly used software for proposals, and compare them to 2018 results.

Top ***** ******** ******** ****

*** ******* ***** ** respondents ***** ***** ********* products (**** ********* ***** or ****):

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**** ** ******* *** same ** ******* *******.

*** ****** **** ****** named ******** *** *** estimation ****** ** *** accounting ******************. *******, ***** **% answered **** **** *** a ******** *******, ** is *** *** ******** used ** **** **** a *** ******, ******* as *** '*****' ********.**************************** *** **** ***** systems ** ******* **** 10 *********.

**** **** **% ** responses ********* *** ***** proposal ********, *******, **% of ***** ********* **** from ***-** ***********.

Purpose-Built ******** ********

*** ****** *** *******-***** software ** ****** **********, integrators ********* **** **** 20 ***** ******** ********* or ******** ******** ** their *******, *** ******** even **** ** ******** company *********** **** ***** systems *********** ********** ********, **********,****** ********, *** *** ***** ********.

*** ********* ********* ******** votes ** ********* ** Security, **, ** */* industries, *** *** ****** on *** ***** ********:

Microsoft ****** / **-***** *********

*** **** ****** ******, 28% ** *** *********, mentioned ***** ******** ********* Office ********* ** ******** quotes. *******, ********* ****** products *** *** *******-***** for ******** ***** *********.

**** *********** ***** ********* software ********* * ***** of ************* *** ********, and **** ********* *** even ****** '*** *******', which *** ** ****-********* for ***** *****. ******* comments ***** **** ******** products *** **** ** fully ****** *** ******, usually ** *********** **** other ********* ********. ** general, ***** *** ********* most **********:

  • "*****. ** ******* *** pricing **** *** ************ monthly ** ** ***** spreadsheet *** **** ** linked ** *** ********* spreadsheet ** *** ********* just *** ** ***** the **** ******* **** drop-down *******"
  • "********* ******. *** ******* was ********** ***** ***** and **** ** ****** estimates *** ********* *** based ** ***** *********** with ***** **** ******* an ******* ****** ***** off ** **** ***** Microsoft ******."
  • "* **** *** ***** for ********* **** ** transfer ** **** ***"
  • "**'** * **** ***** company **** ******* **** with **** ***** **** and *****."
  • "** ***** ***** ****** so ** *** ** customized *** *** ******** types ** ******* ** provide"
  • "** ****** ********, ***** with ****** ***** *****, technical ******* *** **** sheets , ******* ******** . ******** ******* **** from ******** *. , list ** ******** *** customized **** ******* ********** "
  • "** *** ***** *** costing, **** *** ***** proposals"
  • "**** / ***** - No *** ******** *** alike *** * ***'* care *** **** **** say **** ***** ** software **"
  • "****** ***** ** ** Word ********. *** ******** volume ** *** *** that *** ****** ******** to *** *****."
  • "***** ********* *** ********** following *** ************* ** MS ***. ***** ****** are **** ** ********* sales ******."
  • "*****. ** ******* **** proposals ** *** **** of * *********** **** a ******** ****** *** Commercial *****."
  • "** *** ***** ** create ********* *** *********. This *** **** ***** ago *** ** *** been ****** ********* ** migrate ** * *** software *** ** *** amount ** ***** ** our ****** *** **** to ********* *** *********"
  • "***** ******** *********, ** QuickBooks ********* *** *** larger ******** ** **** and ***** *** * detailed ********."
  • "********* *** ** **** uniformity ***** **********."
  • "********** / **** / Excel ***** * ****** alternatives *** ***** *** so ********** **** ** abandoned **** ***** * short *****."
  • "** **** *** ***** because *** ******."
  • "******* ********. ********* *** of **** *****"
  • "** *** *****, **** used ** ******"
  • "********* ***** *** **** templates"
  • "**** *** *****"

************

***** **** * ****** integrators ******** ** ******* for ***** ***** ******** software:

  • ******** *******/******** ***********:******** *********** ** ****** design ********, ******* **********, and **********/******* ********.
  • ******** ******* *************:******** ****** *********** *** features **** ******* *********** the ******** ** ***** specific ******** **********, ***** on ******* **** ***/** common ******* *********.

Business/Software ***********

*** **** ****** ***** integrators ***** *** ***** a ******** ******** ******** was *********** ****** ***** existing ******** ***/** ****** software. *-*****, **********, *** WeSuite **** **** ******** mentioned *** ***** *******:

  • "**** ********* *** ********* are ******* ** ** D-Tools *** *********** ** salesforce ** ******* ****** Salesforce ** **** ** line **** *** **** of *** ***********"
  • "** *** ********** *** D-Tools ****** **********. *-***** System ********** ****** *** deep ************* ** *********, it **** *** ************ with ********* *****, **********, and *** ********."
  • "** **** *** *********** piece ** *-***** ***** with *** ***** **** integrations **** *-***** *** to **** ********* ****** data ***** ** **** pricing ** ** ****."
  • "***** ****. ** *** turn * ***** **** a ***** ***** **** the ***** ** * button"
  • "********** - ********** **** Sedona *** **** ******* of ****. ******** ******* from ***, *** ****** to *** ***** ** Sedona **"
  • "*******. ***** ****** **** Sedona *** *** ** we **** **** ** up ** **** ** possible *******"
  • "********** *** ******* ********* where ** ****** ** drawing ** ********. ** chose ** ********* *** to **'* ******* ** integrate **** ***********"
  • "*****, ****** *** *********. Soon ** **** ** move ** ********* **** plugs ** ** *** accounting ******** *** * simpler *****, *******, **** process."
  • "*-*****. *-***** *** ************ with ******** *********/************ ** pull ** ******* *******"
  • "*********** **** *** **** Calculator. **** ** ********** into *** ***** ********"
  • "********** ** *******. *********** parts ******** ** *********** with *** ************* ***** database ***** ***."
  • "**********, ************* **** *** accounting ********"
  • "***, ** ** **** complete *** ********** **** other *********"
  • "*********** **** *** *****, integration **** *********** ******"
  • "**********, **** ** *** and *********** **** **** clock ********"
  • "******, ********** **** ****.*** accounting"

Features / ***********

*********** **** ******** ******** features ** *********** ** features/setup *** ********* ***** proposal ********.

  • "********** - ******** *** flexibility, ****** ** ******* for ******* ****** *******, and *********** ** ******* Wise ***, *** *********"
  • "**********. **** ** * great ******* **** ****** us ** ********* ***** forms, ***** ******, ******* them *** ***** *** get ******* ********** *** quote *********"
  • "***********. **** ** ** Quosal **** ** ********* them. ****** **** *** flexibility ** *** ********. Was *** **** ******** factor ** ***** **"
  • "********. **** *** *** one ***** **** ******** did ****** ****. ** were **** ** ****** custom ***** ********* ** Crystal ******* ***** ********* very **** ** *** customer."
  • "** *** ****. **** is *** **** ********* Accounting ******* ***** ** also **** ******* ** do ****** *** ********* in. *** ****** *** then ***** ** * series ** ******** ********* we **** ***** *********."
  • "** *** *-*****. *** reason ** ** ***** doing ******* ****** ****** easy ***** **** ***** is **** ******** ** the ****** (***/*****). **** you *** * ******* to *** ****** ** automatically **** ******* *** added ** *** *****."
  • "********** ********** ******* ******* it ** ********** *** up *** ***** ******, cost, ******"
  • "******. ***** *** ****** into ******, ******* *** forecasting *******. ******** ****** are **** ********* **** jobs."
  • "*********** **** ****** ********* catalog ********** ********* ********* for ***** ******* **** looking ********* **** * customer ******* ****** **** tracks *****."
  • "** *** ******* (******** Esticom). ***** ********, **'** able ** **** *** our ***** *** ******** and ****** ********** *** commonly **** *****. ****** simple ** **** ***** and ******* ********."

*******, ******** ******** **** cited ************* **** **** in ************* ***** ************ ****** Tool ***** ******.

Complaints **** ****** **** ***** *******

********** ********* **** ********** more ****** ** ******* negative ******** ******* ** their ******** ******** ********** ***************** ***** ********.**** ********* *********** *** to '****-*********' ******* ** 'pain' ** ***** ***/** replacing ***** ******:

  • "*** *********, ** *** Quoteworks ** ***** *** information **** * ***********. This ******** ***'* **** to *** *** ** a **** ** *** have ** ******* ******* between ********** *** *** accounting ********. ********** ** are ********* ** ******* product ****."
  • "**** ********** ******** *** the ********, ********* *** generated **** ****** **** templates *** **** **** consuming"
  • "*********** ****... **** **** you ** *** **** it ******* ** *****"
  • "*********** ****. * **** I **** ***."
  • "** *** **********. ** far ** *** * am *** ******* ****. What ** **** **** VS **** ** *** has *** **** ********** and *** **** * pain ***** *** *** team."
  • "** *** ** ******* tool ***** ** *** 90s ****."
  • "********** - **'** **** it *******. **'* ******* but ** *****."

Cost ************* ********

**** * *********** ***** that *** **** ** the ******** *** * driver ** ********* ***** proposal *****:

  • "********** ** ** ********** and **** *** *****.
  • "** *** ******* (******** Esticom). **'* * ****** pricey *** **'** **** to *** **** ******* now **** ******* *** taken **** ***** ** originally ****** ** **** Esticom"
  • "**** / *****, **** of ** ****** ************ to ** ****** ****** whatever *** *** ******* is ******** ** * deal ****** *** *** software. ********** ** * smaller **********"
  • "***** *****. ********* ** are ***** ***, *** seems ** ** *** best *** *********** *** somewhat ****-*********. "
  • "*****. **** * ****** doing *****. **** *** justify ******* ** **** blown ***** ********."

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