Quotation
Get Quotations in Predefined Templates Automatically with Just One Click without Any Manual Entries with Online Sales Management Software. Fully Customisable and Editable Templates Meeting All Required Fields for Your Business. Maintain Consistency and Accuracy, with System Generated Quotation and Minimize the Errors that Could Arise out Of Manual Entries.
Create Quotation
Quotation can be created by simply clicking on create quotation button and fill necessary details. On the other hand once an opportunity is created and the desired product is selected, you can generate a quotation with a single click. The quotation will be automatically saved within the opportunity section for easy access and tracking.
Quotation Format
Users can customize their quotation format to fit their business, including the header, business logo, and quotation title. Each branch can also have its own unique quotation title for a personalized touch.
Quotation Series
You can set up unique quotation series for each branch, making it easy to distinguish quotations by branch. This setup helps streamline organization and tracking, ensuring that each branch’s quotations are clearly identified and managed separately. With branch-specific series, tracking, reporting, and referencing quotations across multiple locations becomes more efficient.
Quotation Authentication
You can make your quotation look official by adding a company stamp and the signature of an authorized person. This gives customers confidence that the quotation is genuine and approved by your business.
Easy Customization
The quotation is fully customizable to suit your business needs. You can add fields to capture specific details, choose which headings to include in the quotation table, and even add product images. Additionally, you can display a GST breakdown based on different tax rates, making your quotations clear and specific to your requirements.
Store and Share
Once a quotation is created, it can be revised, shared via email or WhatsApp, saved as a PDF, and printed. All quotations are securely stored in the CRM, allowing you to access and refer to them anytime as needed.
Frequently Asked Questions
Everything you need to know about the Wortal CRM.
What is Quotation Automation?
Quotation automation is a process that allows businesses to create and send quotes to customers quickly using software. It streamlines the process by generating quotes based on predefined templates and pricing rules. This saves time, reduces errors, and ensures consistent, professional-looking quotes. Automating quotes helps sales teams respond to inquiries faster.
Why is Quotation Automation important?
Quotation automation speeds up the process of sending quotes, which can help win more business by responding to customers quickly. It also reduces the risk of errors and ensures that all quotes follow company pricing guidelines. This approach increases accuracy, consistency, and customer satisfaction. Automated quotes allow teams to focus on closing deals instead of manual work.
How does Quotation Automation work in a CRM?
In a CRM system, quotation automation pulls data like pricing, discounts, and customer details to generate a quote instantly. Users can customize the quote, add specific terms, and send it directly to the customer from the CRM. Many systems also track when a customer views or accepts the quote. This makes it easy to manage quotes and stay organized.
Can Quotation Automation improve sales efficiency?
Yes, by automating quotes, sales teams save time and can handle more inquiries without delays. It allows reps to focus on building customer relationships instead of manual tasks. Faster response times can lead to higher conversion rates and more satisfied customers. Automated quotes also keep the sales process moving smoothly.
Is Quotation Automation Secure?
Most CRM and quoting software have built-in security measures, such as encryption and user access controls, to protect customer data. This ensures that only authorized team members can view or edit quotes. Secure systems keep sensitive pricing information safe from unauthorized access. Data security builds trust with customers and protects business interests.
How accurate is Quotation Automation?
Quotation automation ensures high accuracy by using predefined pricing and discount rules, reducing human errors. Changes to pricing or terms can be updated instantly, so quotes are always based on the latest information. Automated calculations remove the risk of manual mistakes. This improves the professionalism and reliability of each quote.
Can Quotation Automation be customized?
Yes, most systems allow customization of quotes to fit a company’s brand, including logos, colors, and terms. Pricing and discount structures can also be adjusted to meet specific customer needs. Customization ensures that each quote aligns with the company’s standards and customer requirements. This flexibility helps businesses provide a personal touch to their automated quotes.
