I use the quoting function inside our CRM. I would not consider an online quoting system that did not directly integrate with our CRM.
Where do most of your leads come from?
Eg. Quote request form on your
website, phone, email, etc.
The lead source is different for different business lines. For our consulting business out our leads come from qualified referrals. For other business lines we take advattnage of web-to-lead forms that push information into our CRM.
Where/how do you store your pricing
Within our CRM we store pricing information. For higher-end custom work we have a standard pricing guidelines sheet on a shared Google Doc
How do you generate, send, and track
The majority of our quotes are generated from within our CRM. Highly customized quotes are generated from templates stored in DropBox.
How many quotes do you produce per
How much time do you spend per week
generating and sending quotes?
Depends on the percentage which are for customized work. In general between 3-5 hours.