Are you looking for the best software for creating quotes easily ?
You are in the right place.
When you are responsible for running a business, accounting is one of the most important pillars.
But without the right tools, it is often difficult to properly monitor the evolution of your turnover, to manage the payment status of invoices and reminders of unpaid invoices, or even to provide a proper quote.
Fortunately, for the latter scenario, tools exist to allow you to create a quote with ease.
Focus on the best quote creation software and the benefits of using them.
Summary
- What is quote creation software?
- 8 best software for creating free quotes
- How to choose software to create quotes?
- Is it mandatory to use quote creation software?
What is quote creation software?
A quote creation software is a tool used to edit this invoicing element in a simpler, faster and safer way.
Used by small businesses, self-employed people, freelancers or even large companies, quote creation software also makes it possible to correct or update amounts following, for example, a negotiation.
Use a online quote creation software is particularly useful to avoid making mistakes when editing the document, or even to anticipate duplicate problems.
This type of tool also ensures that the quote is edited according to legal standards and presents all the mandatory information required.
8 best software for creating free quotes
Choosing quotation software is not necessarily easy.
However, it is very important to make the right choice to be sure to use a competent tool that is fully adapted to your needs.
Here is a selection of the best quote creation software to help you make your choice.
Freshbooks
Freshbooks is one of best quote creation software free and offers solutions for freelancers, self-employed people, but also companies with or without employees.
Its ergonomic interface allows for good handling and easily adapts to the user’s needs.
Freshbooks allows you to very quickly and easily create personalized quotes, turn them into an invoice in one click, easily add discounts, allows your customers to accept them online in 1 click.
To put it simply, the solution is well thought out and saves time and maximizes the chances of signatures.
Test Freshbooks now for free
Henry
Henriri is the most popular solution at the moment.
Launched by the company Rivalis, it is one of the most complete free software programs for creating quotes, notably thanks to the absence of advertisements or restrictions in its interface.
This quote creation software is suitable for all professionals and has detailed and very complementary features, ideal for saving time.
Axonaut
If you are looking for a quote creation software that also acts as a sales management software, Axonaut is the one for you. Ideal for VSEs and SMEs, it presents a certain number of modules that are particularly useful for companies that employ employees.
This is also the case for others CRM software like Hubspot which include these quote sending features and allow you to generate product databases to simplify their creation.
invoice.net
Facture.net is one of free software to edit quotes.
It allows VSEs and SMEs to classify their documents from the dashboard and export them in different formats to facilitate their use.
Please note that this simple software is approved by standard NF 525, relating to cash management software.
Sinao
Sinao, this online quote creation software is very intuitive and simple to use. You can test it with its free version.
On the other hand, if you want to access more features, you will have to opt for the paid version.
Google Sheet
If Google Sheet cannot really be considered as quote creation software, it remains a very interesting tool to know, especially for a micro-entrepreneur or a freelancer.
Free and accessible online, it allows you to create tailor-made and fully customizable quotes, since it is used like an Excel spreadsheet.
You can also directly import an already existing quote layout and populate it just as easily.
However, it is recommended to combine the use of Google Sheet with invoicing software to complete your accounting.
Odoo
Odoo is a complete software. Its main advantage lies in the fact that it has a very good level of automation, which can save time for professionals, particularly in terms of business management.
The only negative point is that it is essential for you to add the “Sales” module to your offer to be able to produce a quote.
Sellsy
Ideal for any type of business, Sellsy is a complete quote creation software in French. Widely acclaimed by many professionals, it has an intuitive and easy-to-use interface.
Its little extra?
All data in this software is hosted in France!
As we have already mentioned in this article, choosing your quote creation software is essential to ensure the proper management of a business, which is why this act should not be taken lightly.
To select the free software that suits you best, we first recommend that you carefully study the features offered by the latter to ensure that they meet all your needs.
It is then important to consult the customization possibilities offered by the quoting software you plan to use.
Some of these tools allow you to add the company logo to your quote, define personalized numbering or choose a personalized font, which remains essential to preserve your brand image among your customers.
Finally, if you use other accounting software, we recommend that you check their compatibility with the quote creation tool you are considering choosing.
Also make sure to interface quality and its ease of useas well as the good value for money that this investment can represent for you.
Is it mandatory to use quote creation software?
It is not not mandatory to use quote creation software.
On the other hand, according to article 286-I-3° bis of the General Tax Code (CGI), any natural or legal person subject to VAT must have cash register software.
The latter must also respect four conditions relating to the inalienability, security, conservation and archiving of data.
It is not obligatory to use cash register software, however, if you are in the following cases:
- Company working mainly in B2B with invoicing for each client
- Micro-entrepreneurs
- Taxpayers subject to the flat-rate agricultural reimbursement scheme
- If you do not collect VAT
We hope this information will help you better understand the different quote creation software and help you make the right choice!
What is quote creation software?
A quote creation software is a tool used to edit this invoicing element in a simpler, faster and safer way.
Used by small businesses, self-employed people, freelancers or even large companies, quote creation software also makes it possible to correct or update amounts following, for example, a negotiation.
Is it mandatory to use quote creation software?
It is not not mandatory to use quote creation software.