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Pulse Technology CRM and Quoting Software: Great for Small Businesses

by

Pulse Content Team
Last updated on October 28, 2025
Are you in search of good quoting software for your small business? If yes, then read this article to find out about an excellent option that you can use.
Pulse Quoting Software
Pulse Quoting Software

Pulse Technology CRM and Quoting Software is an excellent option for small businesses. It offers the option to create good, better, best packages or itemized quotes to give your prospects the information they need to decide what fits their needs the best. You can also add personalized videos to your quotes, increasing conversion rates by up to 20%.

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What is Pulse Technology CRM and Quoting Software

Quoting is one of the most challenging parts of sales. It can be time-consuming, and it's hard to make your quotes stand out from the competition.

Would you like a tool that will take all the work out of quoting? A tool that will help you create professional-looking quotes in seconds instead of hours?

Pulse Technology Quoting Software allows you to create quotes quickly and has many great features. For example, you can create highly personalized, professional-looking quotes very quickly. In addition, you can personalize the quotes with your logo, a customized video, notes, images, and add a company overview section.

Pro Tip: 10 Different Ways CRM Can Help Increase Sales

Why Use Pulse's Quoting Software for Your Small Business

Pulse is more than just quoting software; it's a complete solution to help you run and grow your company. You also get full access to our CRM and Marketing Automation software which allows you to trigger nurture campaigns, update statuses on your lead management project boards, and much more!

Pulse is cloud based so that you can access it anywhere, and it works well on tablets or your phone.

Now you can power your business with one tool at one low price!

Let Us Help You Get Started!

Pulse CRM delivers more than software. We’re your partner in success.

We fully set up your CRM, including importing your data, configuring sales and marketing automations, designing branded email templates, writing engaging email copy, setting up sales pipelines, and much more.

Request a Demo
Free Strategy Call

How Can Pulse's Quoting Software Help You Grow Your Small Business

Pulse's quoting software is designed to help you grow your business. It provides a simple, intuitive interface that allows you to create quotes quickly and easily. Plus, it's got all the features you need to make sure your quotes are accurate and professional-looking.

With Pulse, there's no more agonizing over how much time it takes to create a quote or how many steps it takes just to get started on one! And with our low monthly price, nothing is holding you back from seeing what we can do for your company!

Getting Started with the Quoting Software - What to Expect and How to Get Set Up

You can expect all the help you need getting starting. We'll walk you through uploading your logo, configuring quote packages, and setting up an email template so that quoting is easier than ever before.

You can also optionally add a company video and about us section to your quotes. You can even override the video for each quote if you wanted to add a more personalized video. Adding this level of personalization will help your sales reps close deals quicker!

The entire process can be set up in as little as a few minutes.

Pro Tip: Investing in CRM Software: Why it's a Good Idea for Small Businesses

Pulse Quoting Software FAQs

Common FAQs About the Quoting Software

Can you add terms and conditions to quotes and proposals?

Yes, you can create note templates in Pulse, which will allow you to add different terms and conditions to your quotes quickly, and it will merge in any information needed, such as the contact name, company name, or address.

How does Pulse's quoting software integrate into the sales process?

The quoting tool is fully integrated with our CRM and project boards, so your sales reps can manage any sales quotes along with their sales process, which also allows you to trigger marketing automation and streamline the entire process.

Can you use Pulse's quoting software on your mobile phone?

Yes, you can use the quoting software on your phone, tablet, laptop, or desktop computer. It's mobile responsive and cloud based, so it's super easy to create quotes on the go!

Is there reporting on the quotes and proposals created in Pulse?

You can add reports to your dashboard and use our formula widget to add excel style formulas and use it with the data from your sales quotes or any other data in your CRM.

Can I add videos to my quotes?

Yes, you can easily add videos to your quotes and create highly personalized quotes to increase conversion rates.

Is Pulse's quoting software a CRM?

Yes, the core of Pulse is a CRM, and the quoting tool is one of the many powerful features included with it.

Do you have franchise options for your quoting software?

Yes, Pulse has a franchise management module that will give you visibility on all of your franchises and their quoted amounts, along with many other franchise management features.

Can you have automated follow-up emails and text messages?

Yes, you can utilize marketing automation to trigger nurture campaigns, and once the quote is approved, you can have it set up to stop the nurture sequences and move them into a new customer sequence. It's very flexible, and you can customize it to fit your needs best.

How long does it take to configure all of the quote settings to get started?

It all depends on if you'll be using the Good, Better, Best packages and how many you have to set up. If you are using this feature of the quoting tool, it could take 30 minutes to a couple of hours, depending on how many quote packages you want to offer. However, once your quote packages are configured, you can create quotes using these packages in seconds!

It will only take you a few minutes to set up if you're not planning on using the Good, Better, Best packages.

How much time will Pulse's quoting tool save me?

You can save hours per day by cutting down on the time you spend making quotes. In addition, the ROI is enormous when you consider the starting price for Pulse is only $49 per month, and you get all of the great features included in this price.

Let Us Help You Get Started!

Pulse CRM delivers more than software. We’re your partner in success.

We fully set up your CRM, including importing your data, configuring sales and marketing automations, designing branded email templates, writing engaging email copy, setting up sales pipelines, and much more.

Request a Demo
Free Strategy Call
Find Out How Pulse Can Help You Implement This!
Unlike other CRMs, we don’t just give you the tools—we build everything for you so you’re ready to succeed from day one.

Conclusion

If you are trying to find the best quoting software for your business, you should definitely consider Pulse Technology CRM and Quoting Tool. It has many features that will help your business become more efficient and convert more quotes and proposals to sales.

With our low monthly price, nothing holds you back from seeing what Pulse can do for your company! So contact us today for a live demo or get started using Pulse.

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