
Quotation Management
Build quotations from your item catalog with revision tracking, win analysis, and stamped PDF archiving.
What problem does it solve?
When quotations are managed through Word, Excel, and message threads, version confusion, missing line items, and weak close tracking are common. Quotation Management keeps items, revisions, and PDF archives in one place. Core capabilities include item import, revision control, send tracking, won/lost status, templated output, stamped PDF import, and sharing. It is well suited to B2B quotations and project-based sales workflows.
