Favorite Integrator Sales Quote Software (Statistics)

By: Brian Rhodes, Published on Feb 23, 2018

What application do integrators use the most to issue sales quotes? Nothing? Spreadsheet? MS Project? Online software? Of the many offerings out there, which one has the interest of security companies?

150+ integrators told IPVM what they software they use. Inside we examine answers, and reveal which quote creating software is used most frequently.

Sales Quote Software Statistics

The largest group of respondents cited using Microsoft products (most typically Excel or Word):

**** *********** ** *********** use *** **** ** issue ***** ******? *******? Spreadsheet? ** *******? ****** software? ** *** **** offerings *** *****, ***** one *** *** ******** of ******** *********?

***+ *********** **** **** what **** ******** **** use. ****** ** ******* answers, *** ****** ***** quote ******** ******** ** used **** **********.

Sales ***** ******** **********

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

[***************]

*** ****** **** ****** named ******** *** *** estimation ****** ** *** accounting ******** **********. *******, 23% ******** ***** **** use * ******** *******, it ** *** *** commonly **** ** **** than * *** ******, tallied ** *** '*****' category.

General ********* ****** ******** **** ****

*** **** ****** ******, 30% ** *** *********, mentioned ***** ******** ********* Office ********* ** ******** quotes. ******* ******** ***** that ******** ******** *** used ** ***** ****** the ******, ******* ** combination **** ***** ********* software. ** *******, ***** was ********* **** **********, but ***** **** ** actually **** ** ******** the ***** ***** ** the ********, ***** ** a ***-******** *** ****** viewable .*** ******:

  • "***** ********* ********* **** with ***** **** ********. Small ****** ********* ***** and **********. **** **** are ********* ** *** for ********* ****."
  • "***** *****, ** ****** Integrator, ** ** *** best ***"
  • "***** **** ******** **** sheets *** ******** ********** a ******** ***** ** PDF. *******, ********* **** beginners ****** ***** **** itself **** *********."
  • "** *** *****. ** is * ******** ****!"
  • "** **** *** *** quoting ****** **'** ********* within *****. ** ***** but *** *** ********* unorganized ** *** ********* rushes ******* *** *****."
  • "** ********* ******** *** quoting. ** *** ***** for ******* *** **** for *********. "
  • "**** **** ***. ******* at ****** * **** filled ******* *** ********** and *****."
  • "***** *********** *** ********** and ********* **** *** proposals. * **** ** because ** ** ******. What ***** ** * negative ** **** ****** from ********* *********** *** not **** * ******* appearance."
  • "***** *** ****. ****** but **** ** ********** tasks."
  • "********* ****** ***** **** but ***** *** ** too **** ********* ********** of *** **** *****. "

Heavily ********** '*****' ****** *****

*********** ********* **** **** 35 ***** ******** ********* or ******** ******** ** their *******, ***** ******* shows *** '***** ********' market ** ***** ****** customized *** **** ************ to ******** ******* *********** and ***** ******* *********** ********** ********, **********, ****** ********, and *** ** *** Software.

***** **** ** ********* were *****, ***** ********* multiple ***** ** ********* to ********, **, ** A/V ********** *******:

Quickbooks ********** ***** ******

** ******* ****, *** general *****/****** ****************** ******** ******************** ***** ***** ***** mentions. ********* **** *** managing ******** ********, ***** Quickbooks ** ****** ***** quotes ***** ******* ***********, but ** *** *** specifically ******* '****' ** terms ** *********** ** usability *** ***** ****.

***** ******** ******** * generally ******** *******, ******** several **** *********** ** drawbacks ** ***** *** book-keeping ******** ** **** issue ******:

  • "**********, **** *** ***** it ** **** ******. We *** *** ********** do ** ******** ** naming ********** *** **** gradually ***** ***** **** the *****, ** ** pretty **** ***** ***."
  • "** *** ********** ******* Quickbooks. ** **** ** because ** *** **** our ******* ** *** quote. **** ** ** highly ************."
  • "***** *** ********** ** in **********. **'* **** that *** ** *** financials *** ******** *** it's *** *** **** tool *** *** ***, or *** **** ******, but ** *****."
  • "**********. ** ** ****** for ** ** ** directly **** **** ** billing."
  • "**********. ** ****** **** a ******* ********** **** kind ** *** ******* management ******** ** * way **** ** *** adjust ******* ** ***** price ******* ***** ** repetitive *****."
  • "**********, (*** **) *****'* do * **** *** of ******** **** **** into * *** **** once **'* ***, *** navigating ******** **** ** Quickbooks ** **** ********** - **** ******* ***** parts **** **** *******/*******, which **'* *** ******** to *** ***, ******** jobs/parts **** **** ********, etc"
  • "********** ***. * **** it ***** **'* **** and **** ** ******* to ********."
  • "**********. **** **** ** but ****** ***** ******** better."

******* ****** *******$* - $**/***** *** versions ********* *** ****** to **** *********, *** additional ******* *** ** added *** ********** **** access *** ******* *** inventory ********.

*******

******* ******** *********** ******** votes, ******** *** * security-industry ******** ******** ** WeSuite. ******* ******** ***** that ** ** ****** complex *** ***** *** novices ** ****** ***** to *****, *** *** degree ** ************* ** confusing. ******** ******** ********** each ***** ********** ** that *****, ******** * quick ****** ** ******** allows **, ***** ******* may ** ********* ** too ***** ** *********** use:

  • "*******. ** *** ** tough *** *********** ** grasp, *** **** **** do ** ***** ** work **** ****. ** really **** *** ****** of ******** **** **** people *********** *** ******. It *** * *** of ************* ******* *** sometimes *** *** ******* can **** ** * bit ********. ****, ******* and ****** ******* ** the ****** *** *** expensive ** **** ** this ** ****** *********** work."
  • "*******'* **********, * ***'* personally *** ** *** is ***** **** *********. The ****** ****** **** our *** *** *** costing."
  • "** *** *******, *** it's *** **** *****. The **** ****** ****** is **** ****, *** the ********** ** *** quote ****** ** ********. It **** *** ***** for *** *************; ***'** stuck **** ***** ****** unless *** ****** ** all-new ********. *** ***-*** quotes, **** ** *** feasible."
  • "** *** *******. * like **. **’* **** can ****** ******* *** flexible."

******* ****** **$**/***** *** **** *** the **** *******, *** local ** ***** ********** is ** ****** ** that *****.

**********

******* ******* ********, ******** non-security ********, *** *** online ***** ***** ***** specific********** ********. **************, ********** ** designed ** '*** **' with *** ******** *** and *** ********* *** is ********** ** **** information **** *** ******* into ******. ******* ******** noted **** ****** ** the ******** ***** **** and *** *** ******* reason *** ***** **:

  • "**********, *** ******** ***** package **** ***-** **** CRM *** ********** ********. price ** **********."
  • "********* ** *** ********** for *** ******** ***** lists. * **** *** built-in ******** *** ** is * **** **** forward **** ** ***** parts *****. ****** *********** with *** ******** ****** and ****-**** ******* ***** be ****."
  • "**********. ** ***** ** work **** **** ****** we *** *** ** fully ********* ** **** pictures *** ********** *** it ********** **** *** CRM *** ** *** custom ******* *** *** make *** ****** ******* ie. ****** ******* ***** build *** ****. ** creates * ************ ******* quote."

***************** ****** ****$~** ** ~$**/***** *** user **** ***-**. *** $45/month ******* ** ***** for *********** ** ***** enterprise-version *********, ********* *** databases, **** **** ** Dynamics *** ***! ** other ************ **** *********** and ********.

'Needs ***********' * ****** ****

**** *********** *** ******* unhappy **** *** ******** currently ***** **** ** their *******. * *********** number ** ******** ******* express *************** **** ***** tool, *** ******** ** other ******* ************ *********** ********** ************ *** *** **** software *** ******** *****, the ******* ******* ** changed ***** ** ** the ****** ** ****** now:

  • "**********, ******. **'* **. We *** **** ** the ******* *** ***** backward **********. ******* *** other ******* ** **** point."
  • "***** *********** **** ****** fields. **** ** *** most ************ ******** *** quite ********* *** ******** for **** ****** ***."
  • "******* *******, ***** ***, Excel - ***'* **** them ** *** - looking *** ****** ********"
  • "** **** ** *** special ** *** *******, we **** **** ******* which ** **** *** ourselves. ** *** ******** mainly *******, *** ********* systems. ** ***'* **** it **** **** ** it ***** * ****** time ** ******** * quotation."
  • "********** ** *** *** a ******* ******* **** it. ********* ******* *** the ***** ******* *********."
  • "*** ******* ** **** use ***** *** ****. We *** ******* **** other ******* *** *****'* found ******** ***."
  • "********** ******, **** ** because **'* ****, ***********, not ************."

Comments (18)

** **********. **** *****, ******* all *** *****, *********, quotes *** :)

***** ****** ** **** to ***** ***** *********** using **** *** **** an ******* ***** ********** and ** **** **** had ******* ******** ******? Appreciate **** ****!

*****. ****** *** *** comment. **** ******** *** votes ** *** ******, and *** ** ***+ responses ** ***'* ****** used.

*'** ***** *** ******** people *** ********* ** the ****** **** **** and **** ***** ******* here.

******!

** **** **** *** for ***** * ***** but *** ** ** estimating ******* **** ******, we ********** ** ****** for ********* *** ******* to ****** *** ******** that *** ****** ******* the ******* ****** - Proposal - *********** ****** - ****** ******* ** Service **** - ****** Lost ***.. ***.. ***... It *** ***** *** keeping *** *** ********* related ** ******** ************* in *** ****. ** suited *** ***** **** well *** **** *****. The ********* ******** ** measure ** ********** *********** were *********!

** **** ****** ** using **** ******** ** better ***** *** ******** once **** ****** ****** in ***. *** **** was ** *** * project ** ****** ** Zoho ***, ************* ******* a ******* ** **** Projects, *** ****** **** relevant ****. ****** ****** enough ***** **** **** were ** *** **** Zoho ********.......*****!

***'* ** ****** ** their ********** ** "**** integration" ******* *** **** Zoho ************. **** *** developers *****, *** *** the ******* *.*. *** that's *** ****. ** even **** ** *** as ** **** * Zoho ********* ********* *** he ********* ** *** this ********* ****** *********** to ****. **** **** he *** ******** ** was ****** *** **** often **** ***, ******'* work.

** *** *** ******** which ** **** *********, way ****** ** ***, and ** ** ********* CRM *** ** **** all ** ***. ***** using ***** *** ******** though. * ***** ** hard-pressed ** **** **** that **!

**** ** * ***** CRM **** *** ****** that *** *** *** of ** **** *** put **. ** *** quoting, * ****'* ***** they *** **** **********.

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

**** ***** **** **. Cheap, *****, ******.

**'* ****** ****** ** why ***** ** * lack ** ******** ******** quote ********. ***** ** years ** *** ****, I ***** **** ** trusted ***** *********** *** yearn *** * ****** option. ** ***** ***** use *** ******** ** present *** *********. ** a ******* ********** *** quotes *** *** *** as * *********** ******** include ***** ** *******, full *********** *** ***'* - ** **** ******* of *** *** ************ in *** **, *** also ** ******* **** usually ** ****** ** £100k.

** ** *** * seperate *** - ********* to ****** *** ******** but ** ******** ******** financial ***** ******* ***** be *****. ********* ** can **** ************ ***** lists, ***** ** **** sheets, ******** **** *****, brief ******* ************ *** categories **** **** **** also ***** ** * full *** *** **** list. ** *** - sterling ****** *** *** $!!

* **** ******** *** companies **** *** *** present ********* ********** ** their *******. ***** *** the ******* ****** ** the ***** ** **** apart *** ********* **** the ********** ** **** If ** ********* * specific **** ****, *** customer ***** ** *** it *** **** ********* within *** ********. * was ****** **** * quote ** ****** ****** read **** *****, **** survey ** ************ *** should ** ******** *** never *******.

** *** ******* *****.

*** *** ****** *****, we *** ********** **** a **** **** ***** list. ** ***** ** creating * ******, **** take **** **** ** QB.Our ********* *** *******, mounts, ***** ********, ********, HDD, *** ***** ** other *****. *** ********* is *** ********, *** reminds ** "** * need * ***** *** that ******" ** ** the **** **** ** HD, " * **** a ***** ******"

**** ** ** * proposal ** ********* *** bring *** *** ***** in ** **** *** line *****.

* ***** ** *** an ******* ** * to * ******** * day *** ******* *****. And ** ****** ******* is **** ** ****** me ***** ***...

** *** ****** *** pdf **** ********** **** Pandadoc? *'** **** ******** for ***** ********* ** our ******** *** *****'* looked ** ****** ********/***** into ** *** **** yet.

** **** *** ******** as * *** ** a ***** *****, *** insert ** *** **** end **** * ***/******. In *** **** **** bar ** ********* ***** is ** ****** *** attaching ****.

** **** *** *** total ******* ***** ** the ******** ** ** is * ***** ****, then **** *** *** the ******* ** *** line **** ********.

** **** ***** ** Connectwise ****** *** *** still ********* * ****** options *** ******** ********* a ****** ******. **** includes *********** ****, *-*****, and **********

******* ** * ******** industry-specific ********. ** *** the ********** ** ****** take-offs, ***, **********, *** it ** ********** **** Sedona *** **. **** other **** ******** ******* daily ***** ******* **** PSA, ********* ******* *******, preventative *********** *******, ***** approval ******* ******, *** e-sign *******.

*** *******, **'* *** "plug-and-play." **** **** ********** solutions, *** *** *** of ** **** *** put **** **.

** *** ***** ***** is **** ** ***** is *** ****** ********* it ****. ** ********** trained *** ***** **** to ******, ** ** okay *** *** ****** "do *** **** * story."

** ******** *** *** days ***** ** ****** presented ** *** ** Suite **** *** ** actual **** **** *****-** the ******** ********. *** of ****, "****'* **** lap-top, **** ****"

* **** ** ** be * **** *********** choice *** ********* **** experience **-**% ******** ** their ***** ***** **** year *** *********** ******* their ***** *** ****** why? **** ** ***** so-called '***** *********' **** install ******** **** ****** do **** **** ****** of ***** **** **** manage ***** **** ************* to *** ***** ****** turnover...

#*, ***** ****. ******** is ********** * **** point *** *******. ** for "******* * *****," this ****** ** *** fact **** ** ** not "****-***-****." *** **** has ** ** **** to ** ** *** create ********* *** *******. With *** **** ** clicking **** ******* ** get * ****** ******* proposal **** **** *** without ****** ** ***** hours ***** ** ** always * ********* *** any ********.

** *** * *** owner/member. ** **** **** using ********** ** ******* for ***** * **** and **** *** *** up ** ******* ***** proposals. *** ********** ***** database ************ **** *** parts ******** ***** ******* that *** ***** ******* is **** ******** ** ever ********. *** ** has * ****** *** of * ******** ***** but **** *** ** a ***** ******** ** gets ******. ***** ** also * *** ********* (WeOpportunity) ***** ********** ****** well **** ********** ****. You *** * ****** app ** ***** ******** contact *********** *** *****/*************. This **** **** **** WeEstimate ******** ******** ** server. ** *** *** producing **** ******** *** professional ******* ******** **** we **** ******** ******. Prior ** ********** ** did *** ****** *** by ********* ******** *** it ** ******** *** building ********** ********* *** not ********. ** **** also ******** ********* ** Word ***** *** ****** much ****** **** *** we *** ***** ** now. ********** ******* ***** 80% ** *** ******** automatically *** ** **** need ** ****** * scope ** **** *** cover ******. ** **** give *** *** ******* to ***** ******** ******** templates **** ** *** the ******** ******* ***** to ** ********* ** customer. **** ********* *** setup (***** * ******* to ****** * ********) just ** ******** * box * *** ****** the ******** **** **** sum ** ******** *******. We **** ********** *** definitely ********* *** ************ and ***** ** ********* proposals *** **** *** accuracy ** ***** *** pricing **** *** **** come ** ** *** actual ******* ** ********** priced ** ********.
** **** *** ******** and *********** ** *** inhouse ** *** ******* does *** ** **** the *********** ** ** Amazon ******. * *** WeEstimate ***** *********** **** not ** ********* *** another **** ** **.

********* ********** ***'* **** widely ****. **** **** strong *** ************ [** keep ***** ** ******] and *** *********** ** format **** ****** (*** sales ******, **** ******, pick *****) ******* *** like ** ****** ********.

* *** *** ****** at ********** ****** ***** this ****** ******, *** it **** ***** *** to ** ** ****** powerful *** ***** *****. The ************ ** **** CRMs *** * *** benefit ** ********** *** use **.

* *****, * **** Qoutewerks *** **** ***** as * **-****** ** Servers *** ********** ******** (in ******, ******).

** *** ***** ** connect ****** ***** *****/********* to **.

*** **** ** ********* sources ** *********** * built **.

************ **** ******** *** Ingram *** ****** (*** inventory ** *** ********** in ****-****-****).

*** *** *** ******* right **** .

**** **** ***** ** from ********* ******* *** a *****(******).

*** ** ****** **** these **** ** ****** you **** ** **** time ** *****.

*** **** **** ********* open *** ***** *** like ***** (******), ***** they ******* *** **** the ***** ****** ** be ******* =*** ******** (update ******** ******) *** send **** *****.

***** *** ** ********* :)

/*

** *** ******** ** use “********* ********” **** application *** **** ******** Sales *********** *** ** Technology ***********. **** ********** it *** *** *********** business *** **** *** been ** ******** ******** for ** *******. ** is ***** ***** / CRM / ******** ********* / *-********* / ****** cloud ******* / ***** generation / ******** ********** that *** *** **** as * **** ** download **** * ********* pdf ** **** ********. I ****** **** * link - * *** embed ****** * **** from **** ** **** webcam, ******, ***, ********, intro ******, ************ *********, scope ** ****, **********, certificates, ***** ******** **** working **** ****** **** allows *** ********** ** GSA ***** *******. **** I **** * ******** thru ** ******** *** what ** **** ** and **** *** ********* items **** *** ****.

**** ** *** * get ********* - * can *** **** *** customer ****** ** ** how **** **** ****** at **, **** **** looked **, ** **** forwarded **, *** **** forwarded ** **. **** they *** **** **** allows ** ** ******* an *-********* *** ****** us ** ****** * booking ******** **** ***** cost **** ****** *** and ******** ***** ** source *** ********* ** services ****. ** **** a *** * ***** a ****** *** **** a **** ** **********.

** *** ********** ***** documents *** ****** **** see ** ***** ********** to *** ***** *** documents *** ** **** receive *-********* **** *** is ********.

* *** *** ***** 3 ***** *** ** ISC **** ** * small ***** *** ** honestly ******* ** ** my ******. ****** **** SST *********, *** ***** wreck *** *** *******, sales ***** ******* **** SDI ******* *** **, Gold ****, ***** **** merged ** **** *********, pdf ******* **** ** honestly *** ******** ***** in *** ******** ******** since *** ******** ** the “****** **** **** contact”.

* **** ** *********** never *** **......

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