Quotation Creation & Management
Create, manage, and share professional quotations quickly to speed up sales decisions.
Why Choose Quotation Creation & Management?
Discover the key advantages that make this feature essential for your business operations.
Quick Quotation Creation
Create quotations without manual calculations.
Catalog-Based Items
Add items directly from the catalog.
Tax and Price Accuracy
Ensure correct pricing and tax application.
Easy Sharing
Share quotations with clients instantly.
How It Works
Get started in four simple steps and transform your business operations
Select Client
Choose the client for the quotation.
Add Items
Select items from the catalog.
Review Pricing
Check prices, taxes, and totals.
Save or Share
Save or send the quotation.
Feature Highlights
Powerful capabilities designed to streamline your business processes
Editable Quotations
Update quotation details anytime.
Auto Calculations
Totals calculate automatically.
Quotation Duplication
Reuse existing quotations easily.
Quotation Status
Track draft, sent, or approved quotes.
Clear Quotation View
View complete quotation details clearly.
Instant Updates
Changes reflect immediately.
Use Cases
See how different industries leverage this feature to drive success
IT Services
Send project quotations to clients quickly.
Wholesale
Share bulk pricing quotations with buyers.
Service Businesses
Provide service quotations professionally.
Manufacturing
Create product quotations with accuracy.
It creates and manages sales quotations.
Yes, items are added from the catalog.
Yes, taxes apply automatically.
Yes, quotations are editable.
Yes, they can be sent easily.
Yes, status is visible.
Yes, it speeds up sales.
Yes, access depends on permissions.
Yes, it belongs to this module.
Yes, it works for all sizes.
Ready to Get Started with Quotation Creation & Management?
Contact us today to learn how this feature can transform your business operations
Get Started Today
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