Turn a costed enquiry into a formal quote. Raise the quotation as its own QT document, print your commercial terms, revise it with full version history, gate it through approval before it goes out, and compare revisions side by side — all on one CRM document engine, cloud or on-premise.
A quotation is the priced offer you put in front of the customer. It carries the item lines, rates and commercial terms of a real document, references the source enquiry it answers, and moves through a defined lifecycle — so a quote is never a loose spreadsheet nobody can trace back.
A quotation is not a status on the enquiry — it is its own commercial document with header, item lines, rates and terms. Each QT references the source enquiry (EQ), so the enquiry-to-quote chain is reconstructable and nothing is re-keyed on the way from a costed enquiry to a priced offer. When the quote is sent it moves to status 34 – Quotation Sent and takes its place on the quotation follow-up dashboard.
A price without terms is not an offer. Quotation parameters configure the covering letters, terms, site prerequisites and other clauses that print on the quote — held as sequenced, reusable blocks you set once. Payment schedule, delivery address, tax category and line discounts are captured on the document itself, so every quotation goes out with your standard commercial terms already in place instead of being retyped and forgotten.
Negotiation means a quote will change — price, quantity, scope or terms. A quotation is revised through a formal amendment that creates a new version while preserving every earlier one. The full version history stays on the document, so you can always see what moved between revision 1, 2 and 3, and which version the customer is holding. No revision overwrites the record: the earlier quote is kept intact for audit and comparison.
An unchecked price should not leave the building. A quotation passes a release gate — prepared, then released by an authorised user — and only a released quote is sent, with the release recorded on the document's status history. When it is time to choose, the quotation comparison dashboard puts quotes side by side: revisions of one quote, or competing options for the same enquiry, so price, discount and terms are weighed on one screen.
Raise a QT document from a costed enquiry — item lines, rates and discount carried across, referencing the source EQ so the pipeline chain stays intact.
Configure covering letters, terms, site prerequisites and clauses as sequenced, reusable blocks that print on the quote — set once, applied to every offer.
Amend a quote into a new version while every prior revision is preserved in full, so what changed and which version the customer holds is always clear.
Gate a quotation before it goes out — prepared, then released by an authorised user, with the release and the releaser recorded on the status history.
Put revisions of one quote — or competing options for the same enquiry — side by side, so price, discount and terms are compared before you decide.
Email the quote as a formatted PDF; the sent quotation reaches status 34 and sits on the follow-up dashboard until the customer decides.
A sales desk run on emailed spreadsheets loses versions, terms and approval. Here is what a real quotation document changes. New to sales systems? Read what is CRM software?
It is a real commercial document. A quotation is raised as its own QT document with header, item lines, rates and terms, and it references the source enquiry (EQ) so the enquiry-to-quote chain is reconstructable. When sent it moves to status 34 – Quotation Sent and sits on the quotation follow-up dashboard until the customer decides. Nothing is re-keyed on the way from enquiry to quote.
Yes. Quotation parameters configure the covering letters, terms, site prerequisites and clauses that print on the quote, held as sequenced, reusable blocks. Payment schedule, delivery address, tax category and line discounts are captured on the document itself, so every quote goes out with your standard commercial terms already in place rather than being retyped each time.
A quotation is revised through a formal amendment that creates a new version while preserving every prior one. The full version history stays on the document, so you can always see what changed between revision 1, 2 and 3 — price, quantity, terms or scope — and which version the customer is holding. No revision overwrites the record; the earlier quote is kept intact for audit and Customer 360.
Yes. A quotation passes through a release/approval gate before it goes out. The quote is prepared, then released by the authorised user, and only a released quotation is sent to the customer. The gate keeps unchecked prices and terms from leaving the building, and the release action is recorded on the document's status history alongside who released it and when.
Yes. The quotation comparison dashboard puts quotes side by side — the revisions of one quotation, or competing options for the same enquiry — so you can see how price, discount and terms differ across versions before you decide which to pursue. See how capital-equipment sellers use it on long, multi-revision deals.
Live demo on your sales pipeline — your enquiries, your terms, your revisions. No generic slideshow.
