One of the areas where businesses can significantly improve their operations is in the process of creating and managing quotations.

Quotation Automation in Wortal CRM is a tech-driven approach that streamlines and automates the process of creating, sending, and managing quotations. It replaces the traditional manual methods of generating quotes with software solutions designed to make the process more efficient and accurate.

Quotation Automation is vital because it eliminates the risk of human error, reduces the time spent on generating quotes, and ensures that businesses provide consistent pricing and information to their clients.

Quotation Methods

Quotations can be generated using two primary methods:

Manual Quotation

Manual quotation involves creating quotes using spread sheets, word processors, or even pen and paper. While it offers flexibility, it is time-consuming and prone to errors.

Automated Quotation

Automated quotation, on the other hand, utilizes specialized software that can quickly generate quotes based on predefined templates and pricing rules. This method not only saves time but also enhances accuracy.

Scale Your Business with Wortal’s Quotation Automation

Increased Efficiency

Quotation automation significantly improves efficiency by reducing the time spent on manual tasks. Sales teams can focus on closing deals rather than creating quotes.

Enhanced Accuracy

Automation minimizes errors, ensuring that clients receive accurate quotes. This builds trust and credibility, leading to higher conversion rates.

Improved Customer Experience

Quotation automation enables quick responses to customer inquiries, leading to a better overall experience. Clients appreciate the promptness and professionalism.

 The Advantages of Quotation Automation

Now, let’s explore the advantages of implementing Wortal CRM’s quotation automation in your business:

Time Efficiency

Quotation automation saves time by generating quotes in minutes instead of hours. This allows sales teams to handle more leads and close deals faster.


Automation eliminates the risk of manual errors in quotes, ensuring that clients receive precise pricing and information.


With automation, you can create personalized quotes tailored to each client’s needs. This customization sets your business apart and increases the chances of winning deals.

Real-time Insights

Quotation automation software provides real-time insights into your sales pipeline, helping you make informed decisions and adapt to market changes swiftly.

How to create Quotation in Wortal CRM:

Let’s explore step by step process of creating Quotation in Wortal:

  •         Login to your CRM account.
  •         Create list of items you are dealing in.
  •         Create lead and convert it to an opportunity.
  •         Or directly create an opportunity.
  •         Open opportunity and click on quotation button.
  •         Download/Print the Quotation and share it to your clients.

Quotation Customisation:

At Wortal, we understand that every business is unique, and your quotation process should reflect that. That’s why we offer you the flexibility to customize your quotations according to the specific requirements of your business.

We provide a selection of inbuilt templates designed to cater to various industries and styles. You can easily choose a template that aligns with your business’s identity and needs. But the customization doesn’t stop there.

With Wortal, you have the power to create and modify quotations for each branch of your business individually. This means that if you have multiple locations or divisions, you can tailor your quotations to suit their unique needs and preferences. Whether it’s different pricing structures, product offerings, or branding, you have full control.

In addition to branch-specific customization, you can also define terms and conditions separately for each branch. This ensures that the contractual agreements associated with your quotations are aligned with the specific requirements and legal considerations of each location or division.

Furthermore, Wortal allows you to add a personal touch to your quotations by providing the option to write narrations for each transaction. This means you can include specific details, explanations, or notes to provide clarity and context to your clients.

Wortal empowers you to create, modify, and sequence your quotations with precision and efficiency, tailoring them to the unique needs of your business, branches, and individual transactions. We offer you the tools and flexibility to make your quotation process as personalized and effective as possible.”

Quotation feature of Wortal CRM is a powerful tool that can revolutionize your sales process. By reducing the time spent on generating quotes, improving accuracy, and enhancing the customer experience, it paves the way for business growth and success.