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Quotation Management
Stay organized and increase productivity.
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Quotation Management
Overview
Dashboard
Kanban
Reporting
Calendar 
Notifications Overview
A Quotation Management application helps you create, manage, and track quotations and proposals for your customers. This allows you to quickly generate accurate and professional-looking quotes and proposals for your products and services and keep track of the status of each one. Additionally, it can help make more informed decisions about sales strategies and increase sales productivity.
Dashboard
- Get a real-time overview of the status of all quotes and proposals, allowing for quick identification of sales opportunities and potential issues.
- Easily view key performance indicators such as the number of quotes sent, accepted, and declined, and track progress over time.
- Track the progress of different quotes and proposals, and identify which ones are at high risk of not closing.
- Monitor the performance of different sales representatives, and identify which ones are most effective at closing deals.
Kanban
- Quickly visualize the progress of different quotes and proposals in real-time, allowing for quick identification of potential issues or delays.
- Organize and prioritize quotes and proposals based on their status, such as “in progress,” “awaiting approval,” or “closed.”
- Identify which quotes or proposals are at high risk of not closing and take action to resolve any issues.
- Track the status of each quote or proposal, including whether it is in the process of being created, sent, reviewed, or closed.
Reporting
- Generate detailed and customizable reports on the performance of quotes and proposals, allowing for better tracking and analysis of sales data.
- Identify key trends and patterns in the sales process, such as which products or services are most popular.
- Get an overview of the revenue generated by each quote or proposal, and track progress towards sales targets.
- Track the status of each quote or proposal, including whether it is in the process of being created, sent, reviewed, or closed.
Calendar 
- Quickly view the deadlines of different quotes and proposals in a calendar to manage time and resources efficiently.
- Schedule follow-up calls or meetings directly from the calendar view, improving the efficiency of the sales process.
- Quickly identify any potential issues or bottlenecks in the sales process, such as delayed follow-up or lack of customer engagement.
Notifications
- Stay updated on the status of quotes and proposals, even when away from the office.
- Get alerted when a quote or proposal is about to expire, allowing for timely follow-up with the customer.
- Receive notifications when a customer requests a change or additional information, allowing for a prompt response and better customer service.
- Receive reminders for important sales-related tasks, such as follow-up calls or meetings.
Benefits and use cases of quotation management application:
Quote and proposal creation:
Create, manage and track quotations and proposals.
Document Management:
Store and organize all quotation-related documents such as contracts, invoices, receipts, and purchase orders.
Analyzing Quotations:
Generate reports on the performance of quotations, including conversion rates and revenue generated.
Compliance and regulatory management:
Generate detailed reports on expenses to see where the money was spent.
Team Collaboration:
Facilitate multiple team members to work on a single quotation simultaneously.