{"id":2698,"date":"2025-09-19T04:04:58","date_gmt":"2025-09-19T04:04:58","guid":{"rendered":"https:\/\/maplecrm.com\/blog\/?p=2698"},"modified":"2025-09-22T07:18:41","modified_gmt":"2025-09-22T07:18:41","slug":"quotation-management-approval-and-version-control","status":"publish","type":"post","link":"https:\/\/maplecrm.com\/blog\/quotation-management-approval-and-version-control\/","title":{"rendered":"Quotation Management &#8211; Approval and Version Control"},"content":{"rendered":"\n<p>\ud83d\udd54  2 min read    |    www.maplecrm.com<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-58-1.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-58-1-1024x576.png\" alt=\"\" class=\"wp-image-2700\" width=\"947\" height=\"532\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-58-1-1024x576.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-58-1-300x169.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-58-1-768x432.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-58-1-1536x864.png 1536w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-58-1-2048x1152.png 2048w\" sizes=\"auto, (max-width: 947px) 100vw, 947px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Creating and managing quotations is a crucial part of the sales cycle. But for many businesses, it\u2019s 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.<\/p>\n\n\n\n<p style=\"font-size:18px\"><strong>Maple CRM solves this challenge with its powerful Quotation Version Management and Approval system<\/strong>, making your quotation process faster, organized, and fully trackable.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Quotation Version Management: Say Goodbye to Confusion<\/h2>\n\n\n\n<p style=\"font-size:18px\">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.<\/p>\n\n\n\n<p style=\"font-size:18px\">Maple CRM\u2019s <strong>Quotation Version Management<\/strong> feature addresses this problem by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">Allowing you to <strong>create multiple versions of the same quotation<\/strong> within a single record.<\/li>\n\n\n\n<li style=\"font-size:18px\">Keeping a <strong>complete history of all versions<\/strong>, including who made edits and when.<\/li>\n\n\n\n<li style=\"font-size:18px\">Showing a clear distinction between <strong>draft, sent, and approved<\/strong> versions.<\/li>\n\n\n\n<li style=\"font-size:18px\">Making it easy to <strong>retrieve and compare older versions<\/strong> anytime.<\/li>\n<\/ul>\n\n\n\n<p>Thus<em>,<\/em> Your team avoids mix-ups and works with clarity, ensuring prospects always get the latest and most accurate version.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Quotation Approval by managment:<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-60.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-60-1024x576.png\" alt=\"\" class=\"wp-image-2706\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-60-1024x576.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-60-300x169.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-60-768x432.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-60-1536x864.png 1536w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-60-2048x1152.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>Not every quotation should be sent out without internal review, especially for high-value deals or custom pricing. Maple CRM includes an <strong>inbuilt approval mechanism<\/strong> that ensures the right checks are in place before any quotation goes out.<\/p>\n\n\n\n<p>With the <strong>Quotation Approval<\/strong> system, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Route quotations to designated managers for <strong>approval before sending<\/strong> to the client.<\/li>\n\n\n\n<li>Set rules based on criteria like <strong>deal value, product category, or discount levels<\/strong>.<\/li>\n\n\n\n<li>Get <strong>real-time notifications<\/strong> to speed up the approval cycle.<\/li>\n\n\n\n<li>Prevent unapproved quotations from being sent accidentally.<\/li>\n<\/ul>\n\n\n\n<p>This ensures pricing consistency, reduces errors, and adds a layer of quality control to your sales process.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Better Control, Faster Closures<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-59-1.png\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-59-1-1024x576.png\" alt=\"\" class=\"wp-image-2705\" width=\"914\" height=\"514\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-59-1-1024x576.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-59-1-300x169.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-59-1-768x432.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-59-1-1536x864.png 1536w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2025\/09\/Blog-Pics-59-1-2048x1152.png 2048w\" sizes=\"auto, (max-width: 914px) 100vw, 914px\" \/><\/a><\/figure>\n\n\n\n<p style=\"font-size:18px\">By combining <strong>version tracking<\/strong> with <strong>approval workflows<\/strong>, Maple CRM gives you complete visibility and control over the quotation stage of your sales cycle.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li style=\"font-size:18px\">No more confusion over which version is final.<\/li>\n\n\n\n<li style=\"font-size:18px\">No more delays caused by missed approvals.<\/li>\n\n\n\n<li style=\"font-size:18px\">Faster, cleaner, and more confident client communications.<\/li>\n<\/ul>\n\n\n\n<p style=\"font-size:18px\">Ultimately, this helps your team <strong>close deals faster while maintaining full compliance and accuracy<\/strong>.<\/p>\n\n\n\n<p style=\"font-size:18px\">Quotation stage is often where deals slow down. But with Maple CRM, it becomes a well-oiled part of your sales engine.<\/p>\n\n\n\n<p style=\"font-size:18px\">With <strong>Quotation Version Management and Approvals<\/strong>, your team can stay organized, collaborative, and efficient while safeguarding your pricing policies and brand image.<\/p>\n\n\n\n<p style=\"font-size:18px\">If you want to speed up your sales process without compromising on accuracy, <strong>Maple CRM is the solution you need.<\/strong><\/p>\n\n\n\n<p style=\"font-size:19px\"><strong>Maple CRM provides a robust system for management of the entire workflow- right from lead management, client management, service management and support management.<\/strong><\/p>\n\n\n\n<p>Connect with Maple CRM team today and schedule a demo as per your convenient time!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-75 has-custom-font-size\" style=\"font-size:24px\"><a class=\"wp-block-button__link has-white-color has-luminous-vivid-orange-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/sales.maplecrm.com\/enquiry\/schedule-demo\/\"><strong>Schedule Demo<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-luminous-vivid-amber-color has-text-color has-medium-font-size\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Maple <\/mark><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-black-color\">CRM<\/mark>: <mark style=\"background-color:rgba(0, 0, 0, 0);color:#daaf14\" class=\"has-inline-color\">Sales and Process management software for SMEs. <\/mark><\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center\" style=\"font-style:normal;font-weight:600\">                    The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.<\/p>\n\n\n\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-medium-font-size\"><strong>info@maplecrm.com   |      +91 9+91 9538925641<\/strong>    |      www.maplecrm.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udd54 2 min read | www.maplecrm.com Creating and managing quotations is a crucial part of [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[535,481,587],"tags":[3,6],"class_list":["post-2698","post","type-post","status-publish","format-standard","hentry","category-crm-software","category-quotation-invoice","category-sales-crm","tag-crm-software","tag-web-based-crm-software"],"_links":{"self":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/2698","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/comments?post=2698"}],"version-history":[{"count":3,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/2698\/revisions"}],"predecessor-version":[{"id":2707,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/2698\/revisions\/2707"}],"wp:attachment":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/media?parent=2698"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/categories?post=2698"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/tags?post=2698"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}