Quote Management
Quotes in your brand’s voice, out in minutes.
Build quotes from opportunity items, add a pricing page to your own PDF template and negotiate without losing a single revision.
A quote should not take your whole afternoon.
Products, tiered prices and discounts come from the catalog, and the quote is created as a snapshot of the opportunity. If the customer wants two options, copy the items and add the alternative to the same document.
- Alternative optionsSeveral packages in one quote.
- PDF and WordOutput on your own template.
- Revision historyEvery version a full snapshot.
Quote Management, in full.
Everything the module offers, topic by topic.
Three-step quote form
Customer and opportunity, items, terms: the quote is ready in three steps.
- Pick the quote by opportunity number; items come from the opportunity
- Combine selected items into one line on the document
- Line and overall discounts
- Quote events appear on the opportunity timeline
Alternative options
Offer options to compare, not a single price.
- Several options in the same quote
- Copy one option’s items into another
- Open a new option by copying
- Each option with its own total
Tiered and package pricing
A pricing model ready for teams selling SaaS and licenses.
- Monthly price in up to ten user-range tiers
- Module and package products with package contents
- User count and license term on every item
- Foreign currency with Central Bank of Türkiye rates
Promotional and trial items
A free trial or bonus module shows on the quote without changing the total.
- Mark an item as free or promotional
- Proration from the annual price by number of months
- A separate “Promotional Items” section on the document
- Merge promotions with the same users and term
Documents on your own template
The quote carries your corporate identity, without a trip to the designer every time.
- A pricing page added to your own PDF template, template intact
- Place cover fields by drag and drop in the browser
- Fields such as customer, quote number, date, validity and total
- Word template with placeholders and a pricing table
Approval and version control
Discounts stay under control and a sent quote never changes.
- Approval flow for discount, floor price and margin
- No quote from an opportunity awaiting approval
- Draft, sent, accepted and rejected statuses; expired quotes flagged
- A sent quote changes only through a new revision, history kept
How does it work?
- Start from the deal
Items, prices and customer details come from the opportunity.
- Set up options
Add packages, discounts and promotions.
- Get approval
Discounts below the floor price go to a manager for approval.
- Send and win
The accepted quote becomes a contract and an invoice.
From startup to enterprise.
The same module grows with your company.
Make your first quotes look professional
Quotes that carry your brand on your own template, without a design team.
Keep pricing discipline
As the team grows, discounts go through approval and everyone quotes from the same catalog.
Manage complex packages
One source of truth for multi-option, tiered and revised quotes.
Better together.
This module works on the same customer record as the others.
