Sales Governance

Quotation Management in CRM: Live Price Lists & Fast PDF Approvals

Generate accurate, branded PDF quotes in seconds with live price list lookups, discount threshold governance, and instant client sharing.

Quotation Management in CRM

Why Manual Spreadsheet Quotations Ruin Deals

Drafting quotes in offline spreadsheets leads to outdated pricing, missing tax calculations, and inconsistent branding. Modern CRMs integrate quotation builders directly into the deal record.

Features of Planex365 Quotation Builder

  • Centralized Product Catalog: Instant item search with SKU, stock quantity, and tiered rates.
  • Governance & Discount Controls: Automatic manager approval triggers if discounts exceed defined percentages.
  • Instant PDF Generation & WhatsApp Sharing: Send court-ready, branded quotes to clients with one tap.
Ready to streamline your sales team's workflow?
Explore Planex365 CRM Demo today and see how automated follow-up reminders, lead visibility, and WhatsApp integration accelerate sales growth.