Create Professional Quotes
Create Customized Professional Quotations for your clients. Promote your brand with every document that leaves your system.
Reduce Quotation Time
Automate the quote generation processes. Create quotes faster and reduce errors in the quotation process.
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.
Automate Tax and Discount Computations
Reduce errors by automating tax and discount computations.
Real-Time Inventory Checks
Ensure that you never quote on items not in stock with real-time integration with inventory and purchase management.
Save Time by Automatically Emailing Quotes
Orgzit automates emailing quotes to customers so that you can focus on closing deals faster.
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.
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 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.
Implement dynamic pricing models for different customer segments, regions, and more.