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Sales Quotation
Kissflow helps you optimize the sales process and enables your sales teams to create, review, and manage all important documents required to win deals.
Use TemplateAbout 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 pricing tables, sending the quote for approvals, and following up with the prospective buyers.
- 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
