Many businesses start with Excel. That makes sense: it is familiar, flexible and free if you already have it.
What Excel is good at
- Complete freedom in layout and formulas.
- No new tool to learn.
- Fine for few quotes with a fixed structure.
Where it pinches
- Manual work. You start each quote by copying and adjusting.
- Mistakes. A formula overwritten by accident often goes unnoticed until late.
- No status. You cannot see whether the customer opened or signed the quote.
- No conversation attached. Notes live somewhere else.
- Versions. Which version is the latest?
Where Dealnote fits
Dealnote starts at the conversation: you record, the summary and quote lines come out, and the calculation runs through your own products and calculation rules. The customer signs online and you see the status. Also read making a quote in Excel.
When to choose which
- Excel: few quotes, fixed structure, you have the time.
- Dealnote: many conversations away from the office, fast response important, several salespeople.
Using both
Dealnote can send your quotes as a feed to Excel or Google Sheets, so you do not have to give up your overview.
See the pricing or try it free.