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Simplify and Streamline Quotation Processes

Create, share, and manage sales quotations effortlessly using Xodox CRM’s Quotation Management solution. Whether you’re preparing a simple proposal or working with detailed pricing structures, this intelligent quotation management software helps your sales team stay organized, accurate, and in complete control of every quote.

Xodox CRM enables teams to generate quotations instantly, track quote status in real time, and reduce manual errors from a single centralized dashboard. By seamlessly connecting quotations with deal management, contact management, and account management, every quote stays aligned with the right customer, opportunity, and sales stage helping teams respond faster and move deals forward without delays.

Designed for modern sales workflows, this advanced quotation management system simplifies approvals, maintains pricing consistency, and improves collaboration across teams. When integrated with sales pipeline tracking, quotations become a natural step in your sales journey accelerating conversions instead of slowing them down.

With Xodox CRM, quotation management becomes a seamless part of your sales cycle, ensuring faster approvals, better visibility, and higher deal closure rates.

What Is Quotation Management?

Quotation management refers to the structured handling of sales quotes from creation and review to tracking and approval so businesses can respond to prospects quickly and accurately. With Xodox CRM’s Quotation Management software, teams can build tailored quotes in minutes, monitor their status, and seamlessly link them to deals and customer records.

This intelligent quotation management capability helps sales teams reduce manual effort, maintain pricing consistency, and avoid errors that slow down deal cycles. By using a reliable quotation solution, organizations can deliver professional proposals, accelerate decision-making, and improve customer confidence throughout the sales process.

Key Features of Quotation Management

Custom Quote Templates
  • Use ready-made templates or design your own for a professional look.
  •  Add company logos, terms, and conditions with ease using our intuitive quotation management system.

Product and Service Catalog Integration
  • Pull pricing and details directly from your product or service catalog to ensure accuracy and consistency in every quote.

Automated Tax and Discount Calculations
  • Automatically apply taxes, discounts, or surcharges for precise pricing.
  •  Eliminate manual errors with automated quote calculations.

Real-Time Quotation Tracking
  • Monitor every quote’s status sent, viewed, approved, or rejected in real time.
  •  Follow up with clients at the perfect moment to close deals faster.

Quotation to Deal Conversion
  • Instantly convert approved quotations into deals within the CRM.
  •  Save time, reduce manual effort, and maintain seamless workflow continuity.
Approval Workflows
  • Set up multi-level approvals for better control and compliance.
  • Ensure every quotation sent out meets your business standards.
Multi-Currency Support
  • Generate and manage quotations in multiple currencies for global clients.
  •  Simplify international business with automatic exchange rate updates.
E-Signature Integration
  • Enable clients to sign quotes digitally for faster deal closures.
  • Reduce paperwork and streamline your approval process effortlessly.

How Quotation Management Works in Xodox CRM

Create Quotes

Quickly generate accurate quotes using ready-made templates or customize them with details from your product or service catalog. Simplify complex pricing structures within your quotation management system.

Track Status

Monitor the progress of each quotation in real time. Get instant updates and follow up with clients effectively to close deals faster.

Collaborate

Share and review quotes with your team or clients for approvals. Enhance collaboration and maintain transparency across all sales processes.

Convert Quotes

Instantly turn approved quotations into confirmed deals with just one click keeping your sales pipeline seamless and efficient.

Analyze Performance

Use detailed reports and analytics to track quotation success rates, identify trends, and improve your sales strategy for better performance.

Why Choose Xodox CRM for Quotation Management?

Benefits of Quotation Management with Xodox CRM

Time Savings

Generate professional quotes in minutes using reusable templates and automation. By connecting quotations with Xodox CRM’s Contact Management, your sales team can instantly pull customer details, pricing preferences, and communication history—eliminating repetitive data entry and manual paperwork.

Improved Accuracy

Ensure consistency and precision in every quotation with integrated product catalogs, real-time data, and automated pricing rules. When synced with Account Management, quotations stay aligned with negotiated pricing, contract terms, and key client agreements, reducing costly errors.

Enhanced Collaboration

Share, review, and approve quotes seamlessly across teams and with clients. Integration with Deal Management ensures everyone works from the same opportunity context, enabling faster approvals, clearer ownership, and smoother collaboration throughout the sales cycle.

Faster Deal Closures

Convert quotes into deals effortlessly with smart automation. By linking quotations directly to Sales Pipeline Tracking, teams can move prospects from proposal to closure without delays, improving conversion speed and overall sales efficiency.

Actionable Insights

Track quote performance using detailed analytics and reporting. With insights connected to Sales Pipeline Analytics, businesses can refine pricing strategies, identify high-converting quotes, and make data-driven decisions that consistently boost revenue.

Success Stories from Happy Customers

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support

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Frequently Asked Questions

What is Xodox Quotation Management?

Xodox Quotation Management helps businesses create, track, and manage sales quotations efficiently in one platform.

How does Xodox simplify the quotation process?

It automates quote creation, approval workflows, and real-time tracking to reduce delays and manual work.

Can I customize quotation templates in Xodox?

Yes. You can design and customize quote templates with your brand logo, pricing structure, and terms.

Does Xodox support multi-currency quotations?

Yes. It supports multi-currency and region-specific tax configurations for global businesses.

Can quotes be converted into deals or invoices in Xodox?

Absolutely. Quotes can be instantly converted into deals, sales orders, or invoices.

Does Xodox store the quotation history?

Yes. All quotations and revisions are stored securely for future reference.

30-Day Guarantee

Risk-free with a 30-day money-back promise.

Intuitive Design

Easy to adopt, faster to master.

24/7 Support

Always here, anytime you need us.

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Elevate Your Quotation Process Today!

Save time, reduce errors, and impress clients with Xodox CRM’s Quotation Management Software.