Quotation Management

Quotation Management CRM software to create customized professional quotations for every salesperson on your team

Quotation Management

What is Quotation Management?

Quotation management process involves creating and managing your business’ quotes for clients. A good quotation management software empowers salespersons to quickly create accurate quotes.

With Orgzit’s quotation management solution, your sales team can create beautiful & professional PDF quotes in a matter of minutes.

We at Orgzit know that every business has its unique processing of gathering quotation information and approving the quotes -- these business rules can be easily implemented in Orgzit’s quotation solution.

Create and process quotes quickly and easily.

Improve win rates and close new business deals faster

Accelerate the sales team’s productivity to grow your sales revenue

Turn Your Sales Team Into a Selling Machine

Create, Approve and Track Quotations with the Simplest Quotation software

Professional Quotes
Create Professional Quotes

Create Customized Professional Quotations for your clients. Promote your brand with every document that leaves your system.

Quotation Time
Reduce Quotation Time

Automate the quote generation processes. Create quotes faster and reduce errors in the quotation process.

Track Quotes
Actively Track Quotes to Close Deals Faster

Automated reminders help you stay on top of every open quote so that you always know which quote to follow up on next.

Tax and Discount
Automate Tax and Discount Computations

Reduce errors by automating tax and discount computations.

Real-Time Inventory
Real-Time Inventory Checks

Ensure that you never quote on items not in stock with real-time integration with inventory and purchase management.

Emailing Quotes
Save Time by Automatically Emailing Quotes

Orgzit automates emailing quotes to customers so that you can focus on closing deals faster.

customer lifecycle
Manage the entire customer lifecycle

Looking to manage the entire customer lifecycle, and not just quotes? We have you covered with our CRM that covers the entire customer journey from lead tracking to quotation to order to customer support.

Fully Customizable
Fully Customizable

Implement the quotation creation and approval process as you really work in your business. Customize Orgzit’s quotation system to capture the data you need, style the quotes, configure approvals required, and more.

Maintain Data Privacy
Maintain Data Privacy

Maintain privacy of your quotes by restricting access to only people who need to know. Easily setup the access controls in accordance with your sales hierarchy.

Dynamic Pricing
Dynamic Pricing

Implement dynamic pricing models for different customer segments, regions, and more.

Work Smarter, Get Paid Faster

By creating professional quotes

Create Quotes Faster

Win more deals by creating and updating quotes faster.

Create Quotes Faster
Trigger Quotation Approval

Trigger Quotation Approval Workflows

Set rules to dynamically mark quotations that require approvals based on salesperson’s approval limits and authorities

Easily share quotations with customers

Print, e-mail or WhatsApp quotations with ease. Standardize your quotation process and reduce errors by automatically sharing quotes with prospects.

Easily share quotations
Track Quote Versioning

Track Quote Versioning

Track quote revisions and approvals for future reference and quality control

Sales Pipeline Reporting

Track and manage sales pipeline for accurate sales forecasting.

Sales Pipeline Reporting
Detailed conversion reports

Get detailed conversion reports

Capture reports for every metric   percentage quotations won, average discount per product or customer type and more.

Automated Reminders

Never miss any quotation followup or open quote unattended with the help of automated reminders

Automated Reminders
Generate Quotes

Generate Quotes From Anywhere, Anytime

Mobile apps for Android & iOS for sales teams to generate and manage quotes based on real-time prices and inventory.

Integrate with CRM and other apps

Easily convert quotes to invoices or push your sales data into accounting or other software tools

Integrate with CRM
40% of my business is on follow-up and Orgzit has increased my follow-ups from 75% to 100%. This has put us ahead of the competition.
Joell Perez Vice President, ADE Systems Inc.
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