Quotation Sharing & Client Communication
Share quotations with clients easily and keep communication clear during the sales process.
Why Choose Quotation Sharing & Client Communication?
Discover the key advantages that make this feature essential for your business operations.
Instant Sharing
Send quotations to clients in seconds.
Professional Communicati
Maintain clear and formal client communication.
Communication Record
Keep a record of shared quotations.
Client Confidence
Build trust with timely quotation sharing.
How It Works
Get started in four simple steps and transform your business operations
Prepare Quotation
Finalize quotation details.
Choose Sharing Method
Select email or link sharing.
Send to Client
Share quotation with the client.
Track Communication
View sharing history and responses.
Feature Highlights
Powerful capabilities designed to streamline your business processes
Secure Share Links
Share quotations using secure links.
Sharing History
Track when quotations were sent.
Follow-Up Reference
Use sharing data for follow-ups.
Access Control
Ensure quotations are shared securely.
Clear Sent View
View all shared quotations clearly.
Instant Status Update
Sharing updates reflect immediately.
Use Cases
See how different industries leverage this feature to drive success
IT Services
Share project quotations with clients quickly.
Wholesale
Send bulk quotations to buyers.
Service Businesses
Communicate service pricing clearly.
Manufacturing
Send product quotations for approvals.
Quotations can be shared via email or link.
Yes, secure access is maintained.
Yes, all sharing activity is recorded.
Yes, it helps plan follow-ups.
Yes, sharing supports multiple recipients.
Yes, updates apply immediately.
Yes, access depends on permissions.
Yes, faster sharing improves response.
Yes, it belongs to this module.
Yes, it works for all sizes.
Ready to Get Started with Quotation Sharing & Client Communication?
Contact us today to learn how this feature can transform your business operations
Get Started Today
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