Use smarter quote features, streamline workflows and communicate lucidly with prospects. You can either create a quote from scratch or use a recently created one to save time and effort.
Simplify quote creation by configuring taxes, tax regions, price books, discounts, shipping charges, and other details.
A quote is a formal document which states details like price, taxes, discounts, and terms for products or services being sold by a company.
You can create a quote from the deal itself. The new quote is linked with the deal automatically.
You can share the quotes created to your prospects either as attachments or as links via email. Additionally, you can choose to export quotes to your computer. You can also select a specific quote to export or export all the quotes.
Use the Summary View to see all the information about a quote. You can also modify the details from here, if needed.
You can view information from other modules related to your quotes via One View. One View offers useful information such as contact details, organizational details, deal information, and sales orders in one place.
Sync with Deal lets you easily sync the items in your quote to the related deal. This eliminates errors and duplication of data.
Simplify the quote discount approvals process by automating it via Approvals in Vtiger CRM. Cut short the total time spent in securing approvals. Use the List View to sort your approved quotes with ease.
You can conveniently generate documents related to your quotes, such as sales orders, purchase orders, and invoices right from the quote itself.
Vtiger CRM lets you change the quote template either temporarily or permanently based on your requirements.
PropelCare relies on Vtiger Help Desk to ensure light enthusiasts are not left in mid air.
Aurik gets complete visibility into business operations by running on Vtiger's cases and tickets.
Hacker Earth accelerated growth by switching from Salesforce to Vtiger.
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