Error Free Quotes
Create professional-looking quotes or proposals. Use customizable templates, pre-built content libraries, and one-click functionalities to assemble error-free quotes quickly.
Product Catalogue Management
Store and manage information about your products and services with one click. Easily define prices, discounts, tax rates, and other product-related details for errorless quoting.
Pricing and Discount Management
Set pricing rules and manage discounts for different products and customers. Ensure hassle-free multiple-line selling with integrated complex pricing models, volume-based discounts, or special promotions.
Quote Tracking and Analytics
Track and monitor the progress of quotes. Users can see when quotes are viewed, accepted, or declined, helping them prioritize follow-ups and analyze the effectiveness of their quoting process.
Seamless Approval Workflow
Send accurate and consistent quotes pre-approved by managers. Team leaders can approve the quotes in the central dashboard, precluding any to and-fro of documents within the team.
Collaborate with multiple team members to work on quotes simultaneously. Users can leave comments, make revisions, and track changes in real time.
Create, manage, and track quotes on the go. This flexibility is especially useful for sales representatives working in the field.