Desk Quote Professional logo

Desk Quote Professional

by Desk Quote Professional
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ActiveAvailable globally
Quick facts
VendorDesk Quote Professional
Year launched
StatusActive
Location70 Buckingham Gate, London, SW1E 6AL
Countries servedGlobal
Languages7
Integrations
Free tier
Free trial
Contact salesYES

About Desk Quote Professional

Desk Quote Professional is a quoting software from Desk Quote Professional that helps users create accurate and professional quotes. It combines customizable templates, client management tools, and real-time pricing updates so users can generate quotes quickly and efficiently. Designed for businesses of all sizes, Desk Quote Professional supports multiple currencies and tax calculations for global transactions. Users can also track quote statuses, ensuring they know when quotes are viewed or accepted. Key capabilities: customizable templates client management tools real-time pricing updates multi-currency support quote tracking Best for: businesses that need a reliable solution for creating and managing professional quotes.

Desk Quote Professional is a comprehensive and efficient quoting and business management software specifically designed for small to medium-sized manufacturing companies, offering a seamless way to manage quotes, orders, and invoices in a single, user-friendly platform. The software’s Access-based architecture allows businesses to generate a wide variety of documents including quotations, delivery notes, job sheets, purchase orders, pro forma invoices, credit notes, and final invoices, all while maintaining consistency and accuracy across records. Its intuitive interface enables users to track the status of each job in real time, from initial enquiry to invoicing and payment, reducing errors and ensuring that follow-ups are timely. Customization is one of Desk Quote Professional’s strong points, allowing companies to tailor forms, reports, and workflows to their specific processes without the need for extensive IT knowledge. The system supports networked use, enabling multiple team members to access and update data simultaneously, and integrates with parts lists to auto-populate item details and pricing, significantly cutting down manual entry.

Pros & Cons

What users like
  • +Supports team collaboration, allowing multiple users to access and update the database in real time.
  • +Customizable workflows and templates adapt to unique business processes and job tracking needs.
  • +Covers the full document lifecycle from quotes to invoices and delivery notes, reducing manual errors.
  • +Produces professional PDF and print documents, enhancing business presentation and client confidence.
What users flag
  • Windows-only software requiring Microsoft Access Runtime, not compatible with Mac or Linux.
  • Not cloud-based, limiting remote access unless connected via VPN or network setup.
  • Advanced customization of templates and workflows may require technical knowledge or IT support.
  • Limited CRM features for customer tracking compared to specialized CRM software.
  • Scaling to multiple locations or larger teams requires careful network administration and IT resources.

Features

Key features

Quotation Management
Create, track, and manage professional quotes efficiently.
Order & Invoice Integration
Convert accepted quotes into orders, delivery notes, invoices, and more.
Split Database Architecture
Multiple users can share data over a network using a front-end/back-end setup.
Job Status Tracking
Track the status of each quotation through custom job workflows (e.g., inquiry, invoiced).
Print / PDF Documents
Generate professional quotations, invoices, delivery notes, and purchase orders for printing or PDF.

Additional features

Customer & Supplier Database
Manage customer info, supplier data, and stock within the quoting system.
Reporting and Job Costing
Built-in reports for quotations, job sheets, costing, and custom reports.
User Permissions
Administrators can set permissions to control access to forms or reports.
Microsoft Access Runtime
Runs using Access Runtime, so full Access installation isn’t required.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
7
Interface languages
3
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianDutchPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP

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