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Quotation or often called a Sales Quote is a legally binding document which outlines the list of products and services being offered by the seller, its corresponding quoted prices, timeline for delivery and other associated terms of service.
This document is created by the seller and is shared to the prospective customer which if accepted leads to a deal closure.
Users can create and manage their sales quotes using ToolsonCloud CRM. Here, Sales Quotations can be created against a Deal and can be associated with the Contacts and Organizations.
Using the CRM, Sellers can quickly add products and services and generate Quotations which can be shared to their customers. It helps them keep track of their quotations directly from their CRM without the need to manually scan through emails and maintaining separate excel based trackers.
