CRM Quotation & Proposal Management

Professional document generation and e-signature workflows that streamline the transition from negotiation to contract, accelerating deal closure.

Multi-Currency Quotation Builder

Generate branded, professional quotations directly within the CRM using your integrated product and service catalog. The builder supports multi-currency operations natively, allowing for the generation of quotes in USD, ZiG, or other regional currencies with live exchange rate application. Pricing rules ensure that customer-specific discounts and volume breaks are applied automatically, ensuring commercial consistency across the sales team.

Quote versioning allows you to track iterations (V1, V2, V3) of a proposal, providing an audit trail of commercial negotiations and allowing for rapid rollback to previously offered terms.

E-Signature and Digital Acceptance

Eliminate the friction of "print-sign-scan" with integrated e-signature workflows. Send proposals directly to customer stakeholders via secure links, with real-time tracking of when the document was viewed and signed. Digital acceptance triggers automated notifications to sales, legal, and fulfillment teams, instantaneously moving the deal into the next phase of the project.

Automated expiry reminders notify the representative to follow up as the quote's validity period nears its end, ensuring that commercial momentum is maintained throughout the closing cycle.

ERP Integration and Fulfillment

Once a quote is signed and accepted, it can be converted into a formal Sales Order or Contract within the integrated ERP system with a single click. This synchronization prevents re-entry errors and ensures that the technical and commercial terms agreed upon by the sales team are accurately communicated to the project delivery and finance departments.

Unified catalog management ensures that product codes, descriptions, and pricing align across the entire enterprise, providing a seamless "quote-to-cash" workflow for all business units.