A SaaS quote is a dynamic document that software companies send to prospects. The document lists products, prices, and other offer details. Modern quotes are interactive, letting clients configure their order in real-time.
A SaaS quote template lets companies create and send out SaaS quotes quickly and easily. It’s a standard feature in Quote-to-Cash software like Salesbricks as well as legacy CPQ software.
The 3 types of SaaS price quote templates are...
There are several good reasons to use templates, here are some we believe are pretty important:
Save time for sales teams: Creating quotes manually can take hours, while using a template can take just a few minutes. This allows your sales team to focus more on doing things that move the needle.
Maintain consistency: Manually created quotes can be plain, prone to errors, and confusing. Templates ensure your quotes are consistently well-made, helping you win more business.
Customization: Your potential customers want quotes they can easily customize themselves. With a platform like Salesbricks, they can select the options they need and purchase without any hassle.
Automatic quote generation: A quoting tool connected to your price list and product catalog will fill in the details automatically. It can also update information like product names and prices, saving your sales team from having to do this manually.
With Salesbricks, you can quickly create quotes that offer:
SaaS proposals and SaaS quotes both show products, prices, and terms. What's the difference?
A SaaS proposal is used early in the customer journey to provide prospects with detailed information about your product and move them further into the sales process. It showcases your clients, case studies, and more to promote your product.
A SaaS proposal is typically a slide deck or text document that can be copied, edited, and reused. These templates are:
SaaS quotes come after proposals and indications of interest. They summarize essential details that potential buyers need to make a decision, such as prices, quantities, features, and terms. Modern sales quotes are interactive, allowing customers to make changes on their own.
SaaS quotes are:
TLDR: a proposal is like your sales page, presenting detailed information about your product, while a quote is like your pre-checkout page, summarizing what customers are buying and what they're paying for.
Winning software quotes tend to have the same 5 elements. Here’s what they are:
A quote that includes all these features helps customers easily understand what they're getting and what they're paying for, reducing friction and making it simpler for them to make immediate purchase decisions.
There are three main types of software quote templates: spreadsheet-based, document-based, and software-based. Each has its advantages and disadvantages, so let's break them down:
These templates are essentially documents that need to be copied and filled in manually.
While they can be created quickly and affordably, they may look unprofessional, error-prone, and difficult to revise. It's best to avoid document-based templates if possible.
Built in programs like Excel or Google Sheets, these templates often have price books and product lists in separate tabs, with the quote page pulling data from them.
Although they're inexpensive to create and maintain, they come with several drawbacks:
While spreadsheet-based templates are better than document-based ones, they're still not ideal. Avoid them if possible.
These templates, like those offered by Salesbricks, automatically generate and populate quotes based on various inputs, such as price points, quantities, terms, add-ons, and more. Software-based templates are the best choice in the cloud era because:
Software-based templates are the way to go in the cloud era. They are fast and easy to use for sales reps and customers alike. They are interactive and beautiful. And with Salesbricks, you can do all of this on day one.
Ready to generate interactive SaaS quotes that drive sales in minutes? Salesbricks can help. Schedule a demo and see how our software works for yourself.
