Simplifying Your Quotation Process

Our Quotation Module streamlines the entire quotation process, making it available from start to client approval. The user-friendly interface makes quotations simple, even for non-technical users. Automation features help to reduce manual tasks, saving time and minimising errors. Businesses can customise quotations to match client needs, adjust payment terms, and effortlessly include detailed item descriptions. The module also allows for the tracking of quotations, providing clear status updates for better follow-ups. This comprehensive approach ensures a smoother workflow, enhances client communication, and supports faster decision-making, improving overall business efficiency and productivity.

Key Feature of Quotation

Instant Quotation Sharing

Analyse quotation pricing, which can be exported to Excel, providing a bird-eye view of financial insights for effective decision-making and planning.

Efficient Revision Handling

Easily update quotations with organised version history and ensure accuracy, which improves client communication throughout the quotation process.

Position Management

Track product details effortlessly, from quantities to pricing, and visualise items with images for clarity and streamlined operations.

Flexible Payment Terms

Adjust payment terms before sending quotations, offering tailored financial options to meet client needs and enhance satisfaction for smoother processes.

Comprehensive Financial Overview

View pricing details directly and export data for analysis to manage finances effectively. This supports better decision-making and improved financial planning efficiency.

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