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Simplify and Streamline Quotation Processes

Create, send, and manage professional quotations effortlessly with Xodox CRM’s Quotation Management. Whether you’re drafting a simple quote or managing complex pricing, our tools make it easy to stay organized and win more business.

What Is Quotation Management?

Quotation management involves creating, tracking, and approving quotes for potential clients. With Xodox CRM, you can generate accurate, customized quotations in minutes, track their status, and convert them into deals seamlessly.

Key Features of Quotation Management

Custom Quote Templates
  • Use pre-designed templates or create your own for a professional touch.
  • Add company logos, terms, and conditions effortlessly.
Product and Service Catalog Integration
  • Pull in pricing and details directly from your product or service catalog.
  • Ensure accuracy and consistency in every quotation.
Automated Tax and Discount Calculations
  • Automatically apply taxes, discounts, or surcharges for accurate pricing.
  • Eliminate manual errors with built-in calculations.
Real-Time Quotation Tracking
  • Monitor the status of every quote—sent, viewed, approved, or rejected.
  • Follow up with clients at the right time to close deals faster.
Quotation to Deal Conversion
  • Instantly convert approved quotations into deals within the CRM.
  • Save time and maintain workflow continuity.
Approval Workflows
  • Set up multi-level approval workflows for better governance.
  • Ensure compliance and accuracy in every quote sent out.
Multi-Currency Support
  • Generate quotations in multiple currencies for global clients.
  • Simplify international business with automatic exchange rate updates.
E-Signature Integration
  • Allow clients to approve and sign quotes digitally.
  • Speed up approvals and eliminate paperwork.

How Quotation Management Works in Xodox CRM

Create Quotes

Use templates or customize them with details from your catalog.

Track Status

Monitor quote progress and follow up with real-time updates.

Collaborate

Share quotes with teams or clients for approvals.

Convert Quotes

Turn approved quotes into deals with a single click.

Analyze Performance

Use reports to track win rates and identify improvement areas.

Why Choose Xodox CRM for Quotation Management?

Benefits of Quotation Management with Xodox CRM

Time Savings

Generate quotes in minutes with reusable templates.

Improved Accuracy

Ensure pricing consistency with integrated catalogs and automation.

Enhanced Collaboration

Share quotes seamlessly with team members or clients.

Faster Deal Closures

Streamline approvals and conversion processes.

Actionable Insights

Analyze quote performance to refine pricing strategies.

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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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.

Call to Action

Elevate Your Quotation Process Today!

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