Quote Management

Call it Order or Proposal or Quote, manage it with ease using Maple CRM solution. We understand that you want to send elegant and informative quotation to your customers that too without spending much of your precious time. Maple CRM make it easy for you to configure, generate and store your quotations.

Your sales staff can quickly generate intuitive price quotes for your products/services to any clients.

Quick Highlights:

  1. Instantly generate quotes and orders through the application.
  2. Easy management of quotations under opportunities or customers.
  3. Apply discounts, taxes as well as include terms & conditions.
  4. Configure the quotation profile with default values and use it quickly to create quotes in less than a minute.
  5. Create time-limited quotes and enable options to approve or cancel the quotes for easy tracking.
  6. Track the status of Quotes and easily convert them to Invoices.
  7. Send Quotations directly to customers with template based emails. Saves up your time in a big way.
  8. Choose the quotation templates that best suits your business model.
  9. Automate the calculation of total, discounts and taxes. You don’t need to spend an extra minute for any calculation.
  10. Configure multiple quote profiles and save time as well as resource to replicate the same set of information for different types of quotes.

The solution also supports Product Catalogue where you can define all your products and its rates so that you can simply pull it over when generating the quotes.

Maple CRM’s Quotation Management provides your organization to seamlessly generate unlimited quotes. Maintain confidentiality by enabling access control to the quotation management feature in terms of who can create it and who can view it.

Configure your price Quotes with Maple CRM’s easy to use ‘Quotation Management Feature‘. If any questions, please contact our team directly via Phone or Email. Visit our Website at www.maplecrm.com