Kissflow helps you optimize the sales process and enables your sales teams to create, review, streamline and manage all important documents required to win deals.
About The Sales Quotation Template
A sales quotation is a document that contains an itemized list of offerings along with prices and terms of payment and delivery. It is a crucial process that starts when your prospective buyer expresses interest in your offerings and asks for a quote. It requires a great deal of collaboration, internal approvals, and persistent follow-ups.
Getting Started With The Sales Quotation Template
As a sales head, you’re searching for a flawless sales workflow that gives you end-to-end visibility and control over your sales quotation processes. This includes streamlining key steps such as creating a pricing table, sending the quote for internal approvals, scrutinizing the related documents, and following up with the prospective buyers. Kissflow’s Sales Quotation template helps you do just that!
- Deploy your very own sales quotation template in a matter of minutes
- Create customizable workflows and detailed forms to capture crucial data, enable efficient sales processes
- Prioritize your quotes based on urgency, thereby keeping stakeholders apprised of the status of sales requests
- Streamline your sales processes and effectively manage last-minute ad-hoc quote requests
Benefits of Using This Template
Tap into the power of the cloud:
Unleash the power of an intuitively designed purchase requisition management solution with advanced customization capabilities
Complete visibility of your work:
Keep track of existing sales quote request status while prioritizing the new requests and enhancing transparency
The simplicity you need:
Simplify sales quote processes with easy steps and create user-friendly workflows without the need for coding knowledge
Unified console to trace the tasks:
Ensure faster documentation and proactive tracking of your request approvals, all within a single console
Effortless collaboration and routing:
Facilitate your teams to collaborate seamlessly, route sales quote requests automatically, and delegate tasks with ease
Retrieve insights and ensure accuracy:
Obtain real-time insights with advanced custom reports that help you monitor the progress of your sales quote requests
Get started with this template right now. It’s free