Quotations
Create branded quotations with customer-specific pricing, track validity, compare revisions, and convert approved quotes to sales orders in one click.
Overview
Quotations is a dedicated workspace for proposals — separate from the sales order list so your pipeline stays clean. Build quotes with the products, discounts, and terms that match each customer, set expiry dates, and track status from draft to accepted or lost.
When the customer says yes, convert the quotation directly into a sales order with lines intact. Revision history and quotation reports help managers review win rates by salesperson, segment, and period.
Key Capabilities
Branded proposals
Professional quote documents with your terms and bilingual support when needed.
Flexible pricing
Customer price lists, volume breaks, and line-level discounts.
Convert to order
Approved quotes become sales orders without duplicate entry.
Validity management
Expiry dates and reminders so quotes do not go stale unnoticed.
Revision history
Compare versions when terms change during negotiation.
Win/loss insight
Reports by owner, customer, and outcome for pipeline coaching.
Interface Showcase
Quotation register, pipeline status, and conversion to sales orders.
Connected Modules
Customers
Account and credit context.
Sales Orders
Fulfil what you quoted.
Products
Catalog and price lists.
Ready to quote faster and win more?
Send clear proposals, follow up before they expire, and turn wins into orders without re-entering lines.
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