Quotation Management for Indian Teams
Create GST-ready quotations, approvals, PDF sharing and customer response tracking.
2 min
Web + app
14 days
Quotation Management
Sample data preview
1,248
Calls
₹28.7L
Pipeline
Live
Reports
Aakash Homes
Site visit
Hot
BrightSkill Pune
Admission call
Warm
CareDesk BPO
Demo booked
AI fit
Feature details
Everything your team needs to use it daily
Designed for managers, telecallers and field teams who need work captured automatically, not manually chased at day end.
What is it
Quotation Management connects products, pricing, discounts, taxes, approvals and customer-facing PDFs.
How it works
Sales teams build quotations from product catalog, send PDFs and track accepted, rejected or expired responses.
Who it's for
B2B sales, field sales, dealers and teams selling products or services with formal quotes.
Getting set up
Add products, units and tax details, then create quotations from lead or customer records.
Advanced capability map
What Quotation Management adds to your CRM
These are practical operating controls, not brochure checkboxes. Each item is designed to reduce manual reporting and make manager review faster.
Line items
GST fields
Approval flow
PDF output
Stock deduction
Expiry tracking
Daily workflow
Quotation Management without spreadsheet follow-up
The important activity reaches the CRM automatically, so your team can sell instead of reporting about selling.
Capture every lead with owner, stage and next action.
Works across mobile, web dashboard and manager reports.
Log calls, WhatsApp notes and field activity on the same timeline.
Works across mobile, web dashboard and manager reports.
Give managers one clear dashboard for coaching and follow-up pressure.
Works across mobile, web dashboard and manager reports.
Questions
Quotation Management FAQs
Quick answers before you send an enquiry.
Talk to product team
Want this module in your workflow?
Share your team size and use case. The request goes directly into the super admin marketing leads dashboard with the feature source tag.
Is feature ke liye enquiry dalo
Import a real lead sheet and test it with your team.