Quotation Management

Create Professional Quotations in Seconds

Impress your clients with beautifully branded PDF quotations generated instantly. Track open quotes, follow up automatically, and convert them to Sales Orders with a single click.

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Why Businesses Love This Feature

Designed to solve specific pain points in your workflow.

Professional Branding

Customizable templates that match your corporate identity.

Faster Turnaround

Generate complex quotes in minutes, not hours.

Version Control

Keep track of revisions and price changes easily.

More Modules

Lead Management Auto Lead Distribution Contact Management Quotation Management Sales Order Job Order Invoice & Billing Delivery Order Contract Management Task & Activity File Sharing User & Role Dashboard & Reporting

Feature Highlights

One-Click Conversion

Convert an approved quote to a Sales Order or Invoice instantly.

Auto-Calculations

Taxes, discounts, and totals are calculated automatically.

Approval Workflow

Require manager approval for discounts above a certain threshold.

PDF Generation

Download or email professional PDF quotes directly from the system.

Frequently Asked Questions

Can I have multiple quotation templates?

Yes, you can create different templates for different products or brands.

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