Quotation

Effortless Efficiency:

  • Auto-filled Customer Details:
    Eliminate repetitive data entry. Our CRM automatically pulls customer information, saving you valuable time.
  • Customizable Templates:
    Create unique quote templates for your products or services. Ensure consistency, and clarity, and include all vital details every time.
  • Seamless Delivery:
    Send quotes directly through the platform! Choose your preferred method - email or WhatsApp - all within one system.

Boost Your Competitive Edge:

  • Real-Time Pricing:
    Deliver accurate and competitive quotes instantly with automatic cost and discount calculations.
  • Version Control:
    Track revisions and maintain a complete quote history for easy reference and collaboration.
  • Streamlined Approvals:
    Set up an approval workflow for larger quotes or those requiring additional sign-off. Improve accuracy and streamline internal processes.

Close Deals Faster:

  • E-Signature Integration:
    Allow customers to electronically sign quotes directly within the system. Get faster turnaround times and increased convenience.

Unmatched Security:

  • Data Protection:
    Our system prioritizes data security with features like secure login protocols and data encryption.