Quotations & Estimates
Generate custom, line-item quotations and sales estimates directly from CRM deals. Send professional estimates, track approval status, and convert approved estimates to invoices with a single click.
Key Capabilities
Customizable estimates with multi-currency catalog options.
Instant PDF generation with platform styling.
Validity periods with automatic lock-after-expiry.
Seamless one-click conversion to sales invoices.
Frequently Asked Questions
Can we discount estimates?
Yes, proposals and estimates support item-level and total discount limits with approval requirements.
How long are estimates valid?
Estimates support validity periods and automatically lock after their expiration date.
Can multiple estimates be linked to a single deal?
Yes, you can draft multiple versions of an estimate and mark one as the final accepted version.
Can clients request changes to an estimate?
Yes, clients can add comments to the estimate portal, which alerts the sales rep to revise the draft.