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.
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.
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.
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.
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.
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.
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.
Everything you need to know about the Wortal CRM.
