Quotation Management CRM Malaysia | Professional Quote & Invoice Software
Streamline your sales process with the leading Quotation Management CRM in Malaysia. Create professional, SST-compliant quotations in seconds, track price history for customers across KL, Selangor and Penang, and convert deals to Sales Orders with a single click. Boost your sales efficiency with revision tracking and quotation duplication features designed for Malaysian SMEs.
Create Professional Quotations & Invoices in Seconds
In the fast-paced Malaysian business landscape, speed and accuracy in quoting are critical for winning deals. TargetCRM's Quotation Management module empowers your sales team to generate beautifully branded, professional PDF quotations instantly. Whether you are providing complex industrial solutions in Shah Alam or retail services in Johor Bahru, our platform ensures your pricing is consistent, your templates are professional, and your follow-ups are automated. Move beyond manual spreadsheets and carbon-copy books to a digital workflow that converts more inquiries into revenue.
Professional Brand Impression
Impress your clients with beautifully branded PDF quotations that match your corporate identity. Standardize your professional look across all communication channels, ensuring your Malaysian business stands out from the competition.
Price History & Data Accuracy
Never misquote again. Instantly access the price history for the same customer and item directly within the quotation screen. Ensure consistent pricing and protect your margins with data-driven decision making.
Seamless Conversion Workflow
Eliminate double entry and manual errors. Convert approved quotations into Sales Orders or Invoices with a single click. Streamline the handoff from sales to finance and operations for faster fulfillment.
Master Your Quoting Workflow
TargetCRM provides a comprehensive suite of tools to manage the entire quote-to-cash cycle. Our localized platform is designed for the Malaysian market, supporting local tax requirements like SST and integrating seamless communication via WhatsApp. Experience a unified interface where you can track every revision, duplicate successful quotes with one click, and maintain a complete historical record of your customer interactions.
One-Click Conversion
Instantly transform an approved quote into a Sales Order, Delivery Order, or Tax Invoice. This seamless transition ensures that your operations team can start fulfillment immediately without re-keying any data.
Smart Revision Tracking
Keep track of all versions during complex negotiations. Our system automatically archives previous versions, allowing you to refer back to earlier discussions or price points while maintaining a clean 'Master' quotation.
Customer Price History Lookup
View the last 5 prices a specific customer paid for any item. This intelligent insight helps your sales team negotiate better and ensures you don't offer higher prices than their previous purchase.
Quotation Duplication & Templates
Save time on recurring deals. Duplicate existing quotations with one click to create new ones for similar projects or repeat customers, ensuring consistent terms and faster turnaround times.
Automated SST Calculations
Stay compliant with Malaysian tax regulations. Our system automatically calculates Sales and Service Tax (SST) based on your custom rules, ensuring every document is legally accurate and ready for accounting.
Manager Approval Workflow
Set safeguards for your margins. Require manager approval for quotations that exceed specific discount thresholds, ensuring that every deal remains profitable for your business.
Interactive PDF Generation
Generate professional PDF documents with your company logo, bank details, and digital signature. Email them directly to your clients or send them via WhatsApp for instant viewing.
Digital Signature Capture
Go fully paperless. Capture customer signatures directly on a tablet or mobile device upon quotation approval, creating a legally binding digital record for your sales agreements.
Quick Start Your Quotation Workflow
Fast-track your sales document generation with our proven local implementation methodology.
Template & Branding Setup
We help you upload your company logo, set your color palette, and configure your bank details to ensure every PDF quotation reflects your professional brand.
Item & SST Configuration
Import your product list and service catalog. We configure the SST tax codes and unit prices, including special pricing logic for your key Malaysian accounts.
Team Mastery Training
Our experts train your sales and admin teams on how to manage revisions, use duplication tools, and convert quotes to orders for maximum operational efficiency.
Why SMEs Choose TargetCRM for Quoting
Bilingual Support (EN/ZH)
"Our local Malaysian support team is available via WhatsApp to help you with template customizations and technical questions in your preferred language."
50% Faster Quote Generation
"Clients report saving hours every week by moving from manual Word/Excel templates to our automated system. Speed wins more deals in the competitive Malaysian market."
Audit Trails & Version Control
"Maintain full transparency. Know exactly who created, revised, or sent a quotation. Protect your sensitive pricing data with granular role-based permissions."
Frequently Asked Questions
Everything you need to know about Quotation Management in TargetCRM.
Q:Can I see what price I quoted this customer last time?
Q:How do I convert a quotation to a Sales Order?
Q:Does the system support multiple quotation revisions?
Q:Is the system compliant with Malaysian SST?
Q:Can I duplicate a previous quotation for a new customer?
Ready to Transform Your Quotation Process in Malaysia?
Join 100+ businesses in KL, Penang, and Selangor closing more deals with TargetCRM.