Quote Management
Organize your sales team!
Onpipeline is a cloud- based platform to create and manage quotes for the entire sales team. Quotation management and storage of revisions, approval by the manager, and customizable templates.
Custom Proposals
Modern businesses can no longer survive with generic contents. Businesses can attract customers’ attention and build trust by making personalized offers.
You can make PDFs with your company’s style and colors. You can also create a new template for each team and use different headers and addresses. You can even translate the templates into any language.
Make your changes in the UI – Our support team can help with full customizations.
Quote Approval & Sending
Price quotes may be subject to team leaders or administrators approval. Whether you want your offers auto-approved or not is up to you. Offers will remain in draft form until approved by the manager.
Manager approvals make sure salespeople follow company guidelines when sending out discounted offers. Salespeople might give too many discounts, which could harm the company’s profits.
Send Quotes! After you complete the offer, you can send it to the customer from Onpipeline. Sending to the customer is fast and easy, right from the Onpipeline platform.
Pricebook & Currencies
Businesses find pricebooks invaluable for creating offers to potential customers .
Sales reps can add items from a ready-made price list to their offer. They can also create custom items, without needing to access the price list. This makes creating offers easier and more efficient, saving businesses time and money.
You can price your products and services in any currency your customers prefer. You don’t have to worry about currency exchange complexities. When creating offers, you can convert prices to any currency you prefer.
The conversion uses official exchange rates.
Quote Version / Revisions
Sales is a process where both parties talk to each other to agree on something beneficial. During negotiations, clients often want changes.
To help this process, the sales representative may create many quotes for a single deal. Clients can compare options and make better choices by getting multiple quotes.
Also, revisions help the salesperson adapt to client requests and negotiate smoothly. Each saved quote creates a new version that can be consulted. For each deal, the history with previous quotes is always visible.
e-Signature
When your customer is ready, you can expedite the sales process by sending the document directly for e-signature. In just moments, your customer will receive a link to sign the document and complete the purchase.
Our digital signature system is included in all plans and does not require additional payment or external applications.
Try Onpipeline - Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Get startedThe Importance of Team-Based Quote Management Software – Tell me more
What is Quote Management?
Quote management involves creating, organizing, and managing price quotes or proposals for customers. To make it easier to understand, the process includes customizing quotes. It also involves keeping track of versions and setting up approval processes.
Additionally, the system stores quotes for easy access.
We can improve sales and maintain consistent prices by managing quotes. We can also analyze data to improve sales and customer interactions.
Can I customize my quotes?
Yes, you can customize your quotes using our quote management software. To meet customer needs, you can adjust pricing, quantities, services, and terms. You can customize quotes to provide a tailored and competitive sales experience to clients.
How many templates can I set up?
There are no limits, each team in the CRM can have its own templates and operate independently. Teams can customize their processes and documentation to fit their specific needs. You can create multiple businesses or divisions in one account.
How is the approval workflow?
Sales reps make draft quotes. Managers review and approve or reject them. To control prices, discounts, and follow company rules, employees need approval from a manager.
Once approved, quotes become final documents for customer presentation. Rejected quotes lead to feedback and revisions, improving the quoting process.
What is the price of the Quotation Software?
The price of our software depends on how many users there are, and you pay monthly. Our Standard plan includes Quote Management. Our plans include more than price quotes. They are part of a comprehensive CRM system for sales teams. For detailed pricing information, visit our pricing page.
Onpipeline™ is a cloud-based Sales CRM. You can manage leads, customers, deals, activities, and the entire sales process from anywhere.
Should you have any questions about features, pricing or anything else, please contact us
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