Quotes Module in CRM

Is Quotes Module so important for marketing and sales activities?

A Quote is a legal binding between the customer and the vendor issued by the vendor as quote number, product Items, quote stage,….


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Why quotes module is essential in CRM?

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Quotes module facilitates Creation of quotes quickly and easily streamlining your sales cycle and increase deal velocity, serving the needs of businesses of all sizes.

Sales professionals often spend a lot of time drafting proposals and obtaining approvals. Generating quotations in a stand-alone program, such as Microsoft Word or Excel, can be a time-consuming, weak process that can negatively impact revenue and customer satisfaction over time.

Quotes module in CRM streamlines the quotation process making it work with customer sales orders in faster and organized procedures..

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How does quotes module work and be managed?

  1. Categorize quoted line items with grouping capabilities for superior organization with the ability to modify adding quote stage, amount fees and inline comments for better detail.

  2. Categorize quoted line items with grouping capabilities for superior organization with the ability to modify adding quote stage, amount fees and inline comments for better detail.

  3. Build quotes with greater efficiency via import/export functionality to send to customers in their preferred PDF custom template.

  4. Make modifications to your quotations and store them as versions for your future reference.

  5. Generate customer invoices from your quotations that can be mailed to the customer to close a sale. The data from the quotation is automatically copied to the invoice and after making the necessary modifications, you can directly email the invoice to the customer.

  6. In real-estate industry, it will instantly notify a sales rep when a suggested discount is bigger than what is allowed or offered. Set up workflows so that the sales rep knows who to seek approvals from before sending the quote to the customer

  7. You can also edit, delete, duplicate, import, export, email, etc..in the quote.

Still have questions about how CRM’s software can help your business?


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