Sales CRM
Quotation Management
GST-ready quotations with per-line GST, revisions, viewed tracking, lost reasons and Mark as Accepted. Quotation Management connects products, pricing, discounts, per-line GST, approvals and customer-facing PDFs.
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Who it is for
B2B sales, field sales, dealers and teams selling products or services with formal quotes.
Part of the Leads & Sales CRM module. See plans and modules
How it works, step by step
Send a quotation by email link and see when the customer opens it. Re-quotes link to the quotation they replace, a declined quotation records why, and it can be marked accepted from web or the mobile app.
- Add your products, units and GST rates.
- Create a quotation from a lead or customer and add line items.
- Send it for approval if your process needs one, then email the link to the customer.
- The customer accepts or declines; an accepted quotation can become an invoice.
What you get
- Per-line GST (5, 12, 18 percent)
- Revisions
- Viewed tracking
- Lost reasons
- Mark as accepted
- Approval flow
- PDF output
- Expiry tracking
What it connects to
- GST Invoicing & ReceivablesGST tax invoices with per-line GST, credit notes, part payments, receivables ageing and automatic invoice drafts for contracts and AMCs.
- Inventory ManagementProducts, variants, serial units, stock movement and low-stock alerts, connected to quotations, invoices and purchase orders.
- Site Survey & BOQRecord a site survey against a lead and build the bill of quantities from your product list before you quote.
- Lead PipelineMove leads from new enquiry to qualified, demo, quotation and closure with owner accountability.
- Customer 360One page per customer with their leads, quotations, invoices, tickets and warranty units.
Getting set up
Add products, units and tax details, then create quotations from lead or customer records.
Quotation Management: questions and answers
- Can one quotation mix GST rates?
- Yes. Each line carries its own GST rate, so one quotation can mix 5, 12 and 18 percent items.
- Can I see whether the customer opened it?
- Yes. A quotation sent by email link shows when the customer viewed it.
- How are revisions handled?
- A re-quote is linked to the quotation it replaces, and a declined quotation records the reason.
- Which module is this part of?
- Quotation Management is part of Leads & Sales CRM. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.
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Keep exploring
- Lead Pipeline
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- GST Invoicing & Receivables
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- Inventory Management
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