1.1 What is the Quotation Module?
The Quotation Module is used to create and share formal price quotations with customers based on deal and product details. It helps businesses generate standardized quotations quickly, maintain a complete quotation history, and track quotation movement from creation to approval and conversion.
Quotations are typically created after a lead is qualified and converted into a deal, once:
- Product selection is finalized
- Quantity is confirmed
- Pricing is agreed internally
- Commercial terms are clear enough to share with the customer
1.2 Why the Quotation Module is Important
The Quotation Module ensures:
- Professional quotation documents are generated in a consistent format
- Pricing and product details remain structured and traceable
- Quotations are stored deal-wise for future reference
- Teams avoid manual errors and repeated formatting work
- Owners and managers get visibility into quotation activity and pipeline movement
