Start with the requirement
Capture what the customer needs and organise it into a clear quotation brief.
04 / KEEP THE SALES CONVERSATION MOVING
Less preparing.
More progressing.
Give your sales team a clearer way to prepare quotations. Turn customer requirements into structured drafts using your products, pricing rules, and approval process.
Explore this for your businessWHAT IT CAN MAKE POSSIBLE
Build a considered draft
Use approved products and pricing rules to support preparation. Flag missing details for your team.
Review before sending
Keep pricing decisions and final approval with your people, then produce a consistent, professional quotation.
AN ILLUSTRATIVE WORKFLOW
An enquiry becomes a proposal
Your team receives a customer request, checks a prepared quotation against the brief, adjusts the details, and approves the final version. The result: a more consistent sales process.
- 01Capture the enquiry↓
- 02Prepare the draft↓
- 03Review and approve↓
- 04Share the quotation✓
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