Quotation management will help you to automate the Quotation generation process effectively.
Create your own custom quotation within seconds directly from CRM with multiple or single product List. You can customize Quotation Number or can set it as Auto- generate sequences, it is saved in a secured Cloud Environment and active history of each & every quotation could be checked. Preview & Print of quotation can be done. Being online your quotations will have a whole new level of engagement leading to greater success.
Revisions and adding markup prices is easy. Advanced features such as Copy, Edit, Delete, Finalize and active search feature & navigation. It could be sent directly through Email & can be printed directly from browser.
Configuration of Terms & Conditions and custom header with logo and business details & footer configuration. Flexible Tax & Discount which could be customized as per business requirement.
It is easy to keep management in loop and get the quotation reviewed and checked by the supervisor with the approval process, just create and send it to the concerned person for approval and he/she after reviewing the quotation could either approve/reject or ask for modification. Once approved quotation could be finalized.