CRM KIA

Quotation Management System

The Quotation module ensures consistency in pricing, improves response time, and bridges enquiry to order. A quotation accepted by the customer converts directly into a sales order — zero manual re-entry.

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Sent via WhatsApp
Customer Approved
QUOTATION#QT-2026-0148
Sent to Customer
CustomerMehta Industries
Linked EnquiryENQ-547
Valid Till10 days
ProductQtyUnit PriceTotal
Product ASKU-1001101,20012,000
Product BSKU-204542,50010,000
Discount- 1,000
GST3,780
Total24,780
EmailPDFWhatsApp
Convert to Order
6Lifecycle Stages
7Workflow Steps
3Ways to Send: Email, PDF, WhatsApp
0Manual Re-entry
3.1 Status Lifecycle

Quotation Status Lifecycle

Every quotation moves through clear statuses, so you always know which quotes need action.

Draft
STEP 1
Sent to Customer
STEP 2
Approved
STEP 3
Rejected
STEP 4
Expired
STEP 5
Converted
STEP 6
3.2 Workflow

Quotation Workflow

From the customer’s enquiry to an order in the Order Management module — in seven steps.

1
Customer Inquiry Received (linked from Enquiry Module)
2
Sales Team Creates Quotation
ProductQtyPricing
3
Approval Review (for special pricing or high discounts)
4
Quotation Sent to Customer
EmailPDFWhatsApp
5
Customer Reviews & Approves Quotation
6
Quotation Converted to Sales Order (one-click, zero re-entry)
✓
Order Enters Order Management Module
3.3 Creation Fields

Quotation Creation Fields

Everything needed to build an accurate quotation — customer, products and pricing — in one form.

Customer Details

  • Customer Name & Company
  • Contact Number & Email
  • Billing Address
  • Shipping Address
  • Existing customer lookup

Product Line Items

  • Product Name & SKU Code
  • Quantity
  • Tax Amount
  • Line Total
  • Multiple products per quote

Pricing Controls

  • Unit Price
  • Discount (product-level or total)
  • Total Quotation Value (auto-calculated)
  • Validity Start & End Date
  • GST computation
3.4 Reports Available

Reports That Show What to Do Next

Track every quote by status, value and rep — and spot missed opportunities before they go cold.

01

Quotation Summary Report

All quotes by date, status, value.

02

Sales Conversion Report

Quotations that became orders.

03

Pending Quotation Report

Quotations awaiting customer decision.

04

Expired Quotation Report

Missed opportunities for follow-up.

05

Sales Rep Quotation Performance

Who generates the most winning quotes.

Set quotation validity to 7-10 days for standard products. Short validity creates urgency and reduces the chance of the customer shopping around. Review expired quotations weekly for re-engagement opportunities.

Ready to turn enquiries into orders faster?

Get a live walkthrough of the Quotation Management System.

Book a Free Demo Call +91-9811475755