🕔 2 min read | www.maplecrm.com
Creating and managing quotations is a crucial part of the sales cycle. But for many businesses, it’s also one of the most time-consuming and error-prone steps. Different teams share multiple versions of the same quotation, edits get lost in long email threads, and approvals get delayed , resulting in slower closures and lost deals.
Maple CRM solves this challenge with its powerful Quotation Version Management and Approval system, making your quotation process faster, organized, and fully trackable.
Quotation Version Management: Say Goodbye to Confusion
In most sales teams, multiple quotation revisions are sent to prospects during negotiations. Without a structured system, it becomes hard to track which version was sent, which is final, and what changes were made.
Maple CRM’s Quotation Version Management feature addresses this problem by:
- Allowing you to create multiple versions of the same quotation within a single record.
- Keeping a complete history of all versions, including who made edits and when.
- Showing a clear distinction between draft, sent, and approved versions.
- Making it easy to retrieve and compare older versions anytime.
Thus, Your team avoids mix-ups and works with clarity, ensuring prospects always get the latest and most accurate version.
Quotation Approval by managment:
Not every quotation should be sent out without internal review, especially for high-value deals or custom pricing. Maple CRM includes an inbuilt approval mechanism that ensures the right checks are in place before any quotation goes out.
With the Quotation Approval system, you can:
- Route quotations to designated managers for approval before sending to the client.
- Set rules based on criteria like deal value, product category, or discount levels.
- Get real-time notifications to speed up the approval cycle.
- Prevent unapproved quotations from being sent accidentally.
This ensures pricing consistency, reduces errors, and adds a layer of quality control to your sales process.
Better Control, Faster Closures
By combining version tracking with approval workflows, Maple CRM gives you complete visibility and control over the quotation stage of your sales cycle.
- No more confusion over which version is final.
- No more delays caused by missed approvals.
- Faster, cleaner, and more confident client communications.
Ultimately, this helps your team close deals faster while maintaining full compliance and accuracy.
Quotation stage is often where deals slow down. But with Maple CRM, it becomes a well-oiled part of your sales engine.
With Quotation Version Management and Approvals, your team can stay organized, collaborative, and efficient while safeguarding your pricing policies and brand image.
If you want to speed up your sales process without compromising on accuracy, Maple CRM is the solution you need.
Maple CRM provides a robust system for management of the entire workflow- right from lead management, client management, service management and support management.
Connect with Maple CRM team today and schedule a demo as per your convenient time!
Maple CRM: Sales and Process management software for SMEs.
The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.
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