Integrator Estimating and Sales Proposal Software Statistics

By Sean Patton, Published Nov 23, 2021, 09:40am EST (Info+)

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

*** ******* ***** ** *********** ***** using ********* ******** (**** ********* ***** or ****):

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**** ** ******* *** **** ** the**** *******.

*** ****** **** ****** ***** ******** was *** ********** ****** ** *** accounting ******************. *******, ***** **% ******** **** they *** * ******** *******, ** is *** *** ******** **** ** more **** * *** ******, ******* as *** '*****' ********.**************************** *** **** ***** ******* ** receive **** ** *********.

**** **** **% ** ********* ********* not ***** ******** ********, *******, **% of ***** ********* **** **** ***-** integrators.

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

*** ****** *** *******-***** ******** ** highly **********, *********** ********* **** **** 20 ***** ******** ********* ** ******** software ** ***** *******, *** ******** even **** ** ******** ******* *********** than ***** ******* *********** ********** ********, **********,****** ********, *** *** ***** ********.

*** ********* ********* ******** ***** ** dedicated ** ********, **, ** */* industries, *** *** ****** ** *** chart ********:

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

*** **** ****** ******, **% ** all *********, ********* ***** ******** ********* Office ********* ** ******** ******. *******, Microsoft ****** ******** *** *** *******-***** for ******** ***** *********.

**** *********** ***** ********* ******** ********* a ***** ** ************* *** ********, and **** ********* *** **** ****** 'per *******', ***** *** ** ****-********* for ***** *****. ******* ******** ***** that ******** ******** *** **** ** fully ****** *** ******, ******* ** combination **** ***** ********* ********. ** general, ***** *** ********* **** **********:

  • "*****. ** ******* *** ******* **** our ************ ******* ** ** ***** spreadsheet *** **** ** ****** ** our ********* *********** ** *** ********* just *** ** ***** *** **** numbers **** ****-**** *******"
  • "********* ******. *** ******* *** ********** using ***** *** **** ** ****** estimates *** ********* *** ***** ** their *********** **** ***** **** ******* an ******* ****** ***** *** ** that ***** ********* ******."
  • "* **** *** ***** *** ********* then ** ******** ** **** ***"
  • "**'** * **** ***** ******* **** manages **** **** **** ***** **** and *****."
  • "** ***** ***** ****** ** ** can ** ********** *** *** ******** types ** ******* ** *******"
  • "** ****** ********, ***** **** ****** price *****, ********* ******* *** **** sheets , ******* ******** . ******** contain **** **** ******** *. , list ** ******** *** ********** **** several ********** "
  • "** *** ***** *** *******, **** for ***** *********"
  • "**** / ***** - ** *** projects *** ***** *** * ***'* care *** **** **** *** **** piece ** ******** **"
  • "****** ***** ** ** **** ********. Our ******** ****** ** *** *** that *** ****** ******** ** *** needs."
  • "***** ********* *** ********** ********* *** opportunities ** ** ***. ***** ****** are **** ** ********* ***** ******."
  • "*****. ** ******* **** ********* ** the **** ** * *********** **** a ******** ****** *** ********** *****."
  • "** *** ***** ** ****** ********* and *********. **** *** **** ***** ago *** ** *** **** ****** difficult ** ******* ** * *** software *** ** *** ****** ** parts ** *** ****** *** **** to ********* *** *********"
  • "***** ******** *********, ** ********** ********* and *** ****** ******** ** **** and ***** *** * ******** ********."
  • "********* *** ** **** ********** ***** estimators."
  • "********** / **** / ***** ***** a ****** ************ *** ***** *** so ********** **** ** ********* **** after * ***** *****."
  • "** **** *** ***** ******* *** simple."
  • "******* ********. ********* *** ** **** still"
  • "** *** *****, **** **** ** always"
  • "********* ***** *** **** *********"
  • "**** *** *****"

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

***** **** * ****** *********** ******** as ******* *** ***** ***** ******** software:

  • ******** *******/******** ***********:******** *********** ** ****** ****** ********, project **********, *** **********/******* ********.
  • ******** ******* *************:******** ****** *********** *** ******** **** support *********** *** ******** ** ***** specific ******** **********, ***** ** ******* size ***/** ****** ******* *********.

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

*** **** ****** ***** *********** ***** for ***** * ******** ******** ******** was *********** ****** ***** ******** ******** and/or ****** ********. *-*****, **********, *** WeSuite **** **** ******** ********* *** these *******:

  • "**** ********* *** ********* *** ******* in ** *-***** *** *********** ** salesforce ** ******* ****** ********** ** keep ** **** **** *** **** of *** ***********"
  • "** *** ********** *** *-***** ****** Integrator. *-***** ****** ********** ****** *** deep ************* ** *********, ** **** has ************ **** ********* *****, **********, and *** ********."
  • "** **** *** *********** ***** ** D-Tools ***** **** *** ***** **** integrations **** *-***** *** ** **** alleviate ****** **** ***** ** **** pricing ** ** ****."
  • "***** ****. ** *** **** * quote **** * ***** ***** **** the ***** ** * ******"
  • "********** - ********** **** ****** *** easy ******* ** ****. ******** ******* from ***, *** ****** ** *** items ** ****** **"
  • "*******. ***** ****** **** ****** *** PSA ** ** **** **** ** up ** **** ** ******** *******"
  • "********** *** ******* ********* ***** ** design ** ******* ** ********. ** chose ** ********* *** ** **'* ability ** ********* **** ***********"
  • "*****, ****** *** *********. **** ** want ** **** ** ********* **** plugs ** ** *** ********** ******** for * ******* *****, *******, **** process."
  • "*-*****. *-***** *** ************ **** ******** suppliers/distributors ** **** ** ******* *******"
  • "*********** **** *** **** **********. **** is ********** **** *** ***** ********"
  • "********** ** *******. *********** ***** ******** is *********** **** *** ************* ***** database ***** ***."
  • "**********, ************* **** *** ********** ********"
  • "***, ** ** **** ******** *** integrated **** ***** *********"
  • "*********** **** *** *****, *********** **** Connectwise ******"
  • "**********, **** ** *** *** *********** with **** ***** ********"
  • "******, ********** **** ****.*** **********"

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

*********** **** ******** ******** ******** ** flexibility ** ********/***** *** ********* ***** proposal ********.

  • "********** - ******** *** ***********, ****** to ******* *** ******* ****** *******, and *********** ** ******* **** ***, and *********"
  • "**********. **** ** * ***** ******* that ****** ** ** ********* ***** forms, ***** ******, ******* **** *** email *** *** ******* ********** *** quote *********"
  • "***********. **** ** ** ****** **** CW ********* ****. ****** **** *** flexibility ** *** ********. *** *** main ******** ****** ** ***** **"
  • "********. **** *** *** *** ***** that ******** *** ****** ****. ** were **** ** ****** ****** ***** proposals ** ******* ******* ***** ********* very **** ** *** ********."
  • "** *** ****. **** ** *** base ********* ********** ******* ***** ** also **** ******* ** ** ****** and ********* **. *** ****** *** then ***** ** * ****** ** standard ********* ** **** ***** *********."
  • "** *** *-*****. *** ****** ** it ***** ***** ******* ****** ****** easy ***** **** ***** ** **** directly ** *** ****** (***/*****). **** you *** * ******* ** *** design ** ************* **** ******* *** added ** *** *****."
  • "********** ********** ******* ******* ** ** completely *** ** *** ***** ******, cost, ******"
  • "******. ***** *** ****** **** ******, feeding *** *********** *******. ******** ****** are **** ********* **** ****."
  • "*********** **** ****** ********* ******* ********** Customize ********* *** ***** ******* **** looking ********* **** * ******** ******* portal **** ****** *****."
  • "** *** ******* (******** *******). ***** platform, **'** **** ** **** *** our ***** *** ******** *** ****** assemblies *** ******** **** *****. ****** simple ** **** ***** *** ******* takeoffs."

*******, ******** ******** **** ***** ************* less **** ** ************* ***** ************ ****** **** ***** Survey.

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

********** ********* **** ********** **** ****** to ******* ******** ******** ******* ** their ******** ******** ********** ***************** ***** ********.**** ********* *********** *** ** '****-*********' process ** '****' ** ***** ***/** replacing ***** ******:

  • "*** *********, ** *** ********** ** enter *** *********** **** * ***********. This ******** ***'* **** ** *** and ** * **** ** *** have ** ******* ******* ******* ********** and *** ********** ********. ********** ** are ********* ** ******* ******* ****."
  • "**** ********** ******** *** *** ********, proposals *** ********* **** ****** **** templates *** **** **** *********"
  • "*********** ****... **** **** *** ** and **** ** ******* ** *****"
  • "*********** ****. * **** * **** why."
  • "** *** **********. ** *** ** why * ** *** ******* ****. What ** **** **** ** **** we *** *** *** **** ********** and *** **** * **** ***** for *** ****."
  • "** *** ** ******* **** ***** in *** *** ****."
  • "********** - **'** **** ** *******. It's ******* *** ** *****."

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

**** * *********** ***** **** *** cost ** *** ******** *** * driver ** ********* ***** ******** *****:

  • "********** ** ** ********** *** **** our *****.
  • "** *** ******* (******** *******). **'* a ****** ****** *** **'** **** to *** **** ******* *** **** Procore *** ***** **** ***** ** originally ****** ** **** *******"
  • "**** / *****, **** ** ** annual ************ ** ** ****** ****** whatever *** *** ******* ** ******** is * **** ****** *** *** software. ********** ** * ******* **********"
  • "***** *****. ********* ** *** ***** QBO, *** ***** ** ** *** best *** *********** *** ******** ****-*********. "
  • "*****. **** * ****** ***** *****. Does *** ******* ******* ** **** blown ***** ********."

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