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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 preparing a simple quote or handling complex pricing, our quotation management software helps you stay organized, accurate, and efficient.

With Xodox CRM, you can generate and track quotes in real time, reduce manual errors, and accelerate deal closures all from a single dashboard. Experience the best quotation software designed to simplify workflows and help your sales team win more business with ease.

What Is Quotation Management?

Quotation management is the process of creating, tracking, and approving quotes for potential clients in an organized way. With Xodox CRM’s quotation management software, businesses can generate accurate and customized quotations within minutes, monitor quote progress, and convert them into successful deals effortlessly.

By using the best quotation software, sales teams can save time, minimize manual errors, and ensure every quote is professional, consistent, and easy to track helping you close deals faster and boost customer satisfaction.

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 just minutes with reusable templates. Automate repetitive tasks and focus on closing more deals instead of managing manual paperwork.

Improved Accuracy

Ensure consistency and precision in every quotation with integrated product catalogs, real-time data, and automated pricing calculations within your quotation management system.

Enhanced Collaboration

Share, review, and approve quotes seamlessly with team members or clients, ensuring faster communication and smoother approval workflows.

Faster Deal Closures

Streamline approvals and conversions with smart automation. Move quotes to deals effortlessly, reducing delays and improving your overall sales efficiency.

Actionable Insights

Track quote performance with detailed analytics. Use insights to refine pricing strategies, identify opportunities, and make data-driven decisions that 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

Need help with our plans?

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.

Get Your CRM Today

Elevate Your Quotation Process Today!

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