The right software should support the company's actual workflow, rather than simply offer a long feature list. Start with the decisions that currently consume the most time or cause the most errors.
Evaluation checklist
- Does it calculate the configurations and materials you use?
- Does it organize prices and components?
- Does it connect quotes, sales and finances?
- Can proposals be reused safely?
- Do support and updates suit your team?
Test a real example
Use the dimensions, system, color, glass and terms from a familiar proposal. Compare time, review effort and clarity of results.
Read about web versus desktop software and spreadsheets versus software.