Quotation Management

Populate your Quotes direct from your Opportunity, show related prospect details and then easily output a PDF or email the PDF to your prospect with the minimum of effort. Track the values of Quotes delivered in a specific period, use Quote statuses to see which Quotes are outstanding and get OpenCRM to tell you when a Quote is due to expire

Integrated with the Product Database you can add product line items and track buy prices, sales prices and margins. Adjust line item figures to display contract pricing, allow sales people to mark up/down based on values and percentages as well as offering discounts as required.

Auto Update the Opportunity value and sales stage when your Quote is generated. Group together line items and list sub totals for groupings, display these sub totals on the PDF, making your pricing strategy clear.

Assign Pricebooks to customers and have these automatically applied to a Quote giving the customer pre agreed pricing. Change the Pricebook on the fly to offer preferential rates for large orders or to manage special offers.

Quote customers in their local currency and manage currency conversion centrally within OpenCRM.

Link Quotes to Campaigns so that you can see prospective campaign deal values. Create a Sales Order direct from a Quote with no re-keying of the data, easily manage the complete customer journey within OpenCRM.

Track sales commission at Quote level and automatically transfer this over to the Sales Order.

Create and schedule activities for a Quote as part of a larger Quotation management and approval process