Introduction

Finding the right quoting software can transform your sales process from time-consuming manual quotes to seamless, accurate proposals. But with so many tools out there, how do you choose wisely? Whether you’re a reseller navigating complex pricing or managing tight deadlines, aligning your sales team with the best quoting solution can make or break your efficiency and success.

Why the Right Quoting Software Matters

• Boost Sales Speed & Accuracy: Tools like Quote.ly eliminate manual entry and reduce typos, letting reps focus on selling instead of formatting and errors.

  
  

• Better Forecasting & Visibility: By syncing quotes directly to CRM opportunities, teams gain pin-point visibility on margins, win rates, and distributor-level forecasts.

  
  

• Optimized Processes for Government and Enterprise Deals: Automated RFQ handling and analysis of trends make Quote.ly a standout for resellers working with GSA, SEWP, IDIQs, and other service contracts.

  
  

Key Features to Look For

1. Native CRM Integration

Choose software that integrates with your CRM like Quote.ly, which minimizes context switching.

2. AI-Powered Automation

The ability to convert PDFs into editable quotes, automate pricing, and match invoices to POs saves countless hours and eliminates human error.

3. Real-Time Supplier Pricing & Availability

Resellers need up-to-date pricing from multiple vendors. Quote.ly supports distributors like Arrow, Ingram Micro, TD Synnex, D&H, and ScanSource, ensuring your quotes reflect live data.

4. Accurate Sales Forecasting Tools

Update forecasts automatically, account for win probabilities, and refine credit line management. This is especially critical for volume-based and distributor-dependent sales environments.

5. Support for Complex RFQs & Compliance

The ability to process government contract vehicles and parse RFQs for contacts, addresses, and pricing trends empowers teams to respond faster and more accurately.

6. Scalable Pricing & Transparent Tiers

Quote.ly offers tiered plans: Professional at $75/month including drag-and-drop quoting and supplier visibility; Enterprise at $150/month adds invoice matching, distributor product search, and automated order updates.

Common Mistakes to Avoid

• Overvaluing Legacy Familiarity: Traditional systems like QuoteWerks may feel comfortable, but lack modern automation and supplier integration.

• Focusing Only on Price: Skimping now may cost more later in lost productivity, errors, or missed deals. Look for tools that future-proof growth.

• Prioritizing Design Over Functionality: Beautiful interfaces (like Qwilr’s interactive proposals) are great but for resellers, integration and automation should come first.

How Quote.ly Stands Out

• Salesforce Native Option: Built to work in-app, lowering adoption friction.

• AI Automation: Converts PDFs to quotes, matches POs to invoices saving time instantly.

• Live Supplier Data: Pulls real-time pricing and availability from 100+ suppliers worldwide.

• Forecasting & Cash Management: Supports margin-level analytics and distributor-level insights to manage lines of credit.

• RFQ Processing for GovCon: Automates RFQ response and trend analytics for contract vehicles.

• Transparent Pricing: Clear plans at $75 and $150/month that scale with feature and automation needs.

Conclusion

When you’re evaluating quoting solutions, your checklist should include:

• Seamless CRM integration

• AI automation for speed and accuracy

• Live supplier pricing

• Scalable features and transparent costs

Quote.ly delivers on all fronts being purpose-built for resellers and government contractors, and engineered to scale.

Ready to transform your quoting process and close deals faster? Book a demo to see how Quote.ly can help your team sell smarter and stronger.