Quotation Management
Handles creation, approval, and tracking of customer quotations within a structured workflow.
Fast Templates, Dynamic Pricing, and Sales Automation
Put an end to your sales team drowning in Excel files and sending delayed offers to clients. Offer Management connects your corporate product and service catalogs to the system, enabling you to generate professional PDF offer designs matching your corporate identity in seconds and monitor your sales conversion rates.
- Fast PDF Generation Engine: Select the exchange rate, discount rates, and product items; the system automatically prints and sends your PDF offer on corporate letterhead to the client.
- Revision Tracking: Track revision requests coming from the client transparently and analyze at which stage the sale is stuck.
- Sales Funnel View: Follow all open, won, lost, or pending offers over dashboards with drag-and-drop simplicity.