Sales Quotations

A sales quote / quotation allows a prospective buyer to see what costs would be involved for the work they would like to have done. Many businesses provide services that cannot have an upfront price, as the costs involved can vary.

This can be due to the materials that would be used (which can differ depending on the individual needs of the customer), and the manpower that would be necessary. Therefore, it is common practice for these companies to provide the potential customer with a Sales Quotation (or estimate) of how much it should cost. A Sales Quotation can help the prospective buyer when deciding which company to use, and which services they are looking for.

Save time and effort by easily generating Sales Quotes from opportunities, or on a stand-alone basis. With Vivaio CRM, an opportunity can generate a Sales Quotation with one click.

Vivaio CRM provides the following features for Quotations Management:

  • Quotations are directly related to Opportunities
  • Easily create Sales Quotations
  • Easily add one or more products to a quotation and get total prices
  • Add discounts, shipping cost, and taxes to the quotation total
  • Integrate with Companies and Contacts to directly read information
  • Assign Sales Quotations to employees (users) or roles (example: Salesmen)
  • Automatically convert a quotation to a sales order once approved

 

 

MODULES

  • Users Management
  • Companies & Contacts
  • Leads & Opportunities
  • Quotations & Sales Orders
  • Invoices & Purchase Orders
  • Contracts Management
  • Inventory & Warehouses
  • Tasks Management
  • SMS & Email Campaigns
  • Instant Notifications Suite
  • Communications Module
  • Detailed Activity Log
  • Tailored Reports

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