As a sales head, you’re searching for a flawless sales workflow that gives you end-to-end visibility and control over your sales quotation processes. This includes streamlining key steps such as creating pricing tables, sending the quote for approvals, and following up with the prospective buyers.

  • Deploy your very own sales quotation template in a matter of minutes
  • Create customizable workflows and detailed forms to capture crucial data, enable efficient sales processes
  • Prioritize your quotes based on urgency, thereby keeping stakeholders apprised of the status of sales requests
  • Streamline your sales processes and effectively manage last-minute ad-hoc quote requests

Sales Quotation

A sales quotation is a document that contains an itemized list of offerings along with prices and terms of payment and delivery. It is a crucial process that starts when your prospective buyer expresses interest in your offerings and asks for a quote. It requires a great deal of collaboration, internal approvals, and persistent follow-ups.