Use smarter quote features, streamline workflows and communicate lucidly with prospects.
A quote is a formal document which states details like price, taxes, discounts, and terms for products or services being sold by a company.
In Vtiger CRM, 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.
You can create a quote from the deal itself. The new quote is linked with the deal automatically.
Sync with Deal lets you easily sync the items in your quote to the related deal. This eliminates errors and duplication of data.
List View lets you see and sort all your quotes based on the most recently modified quote. You can quickly edit, follow or call from the List view itself.
Use the Summary View to see all the information about a quote. You can also modify the details from here, if needed.
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.
You can conveniently generate documents related to your quotes, such as sales orders, purchase orders, and invoices right from the quote itself.
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.
Vtiger CRM lets you change the quote template either temporarily or permanently based on your requirements.