Modules
Quote Management
Preparing a quote shouldn't take hours.
Prepare professional-looking quotes from your product and service catalog, and track revisions and approval processes.
Company names, people and figures in the screenshots are sample data.
What is the Quote Management module?
Quote Management is the nullCRM module that generates templated PDF quotes from your product and service catalog. It includes revision history, manager approval based on discount or amount limits, multiple currencies and VAT calculation; an approved quote converts to a won deal with one click.
Key features
- 01
Product & service catalog
Define your price lists once, use them in every quote.
- 02
Templated PDF quotes
Create quote templates that match your brand.
- 03
Revision tracking
Keep every version and change of a quote on record.
- 04
Approval flow
Request manager approval based on discount or amount limits.
- 05
Currency & tax
Work with multiple currencies and VAT rates.
- 06
Convert to sale
Turn an approved quote into a won deal with one click.
Frequently asked questions
What does quote management software do?
It produces branded PDF quotes from the product and service catalog with price, discount, currency and VAT calculated automatically, and records revisions and the approval process. Preparation time drops, pricing errors fall and the stage of every quote is always known.
Can the quote template match our corporate identity?
Yes. Logo, colors, letterhead, terms and signature areas are configured for your company; different templates can be defined per product group.
How does manager approval work on quotes?
Quotes that exceed the defined discount rate or amount limit are automatically routed to a manager; the approval or rejection and its reason are stored in the quote history.
How does an approved quote become a sale?
When the customer accepts, the quote is converted to a won deal with one click; amount, line items and customer details flow automatically into the pipeline and reports.
Let's plan a demo tailored to your company.
Let's plan a demo tailored to your company — we'll listen to your processes and show you how nullCRM fits.