ZOOM CRM Sales quotes management

Having trouble managing products and creating sales quotes? Configure, price, quote (CPQ) module lets your sales team create and send thousands of quotes. Do more in less time.

CREATE SALES QUOTE IN CRM

Don’t waste time creating quotes in Word or Excel

Create a professional sales quote in minutes. Simply choose the products and pricing from the sales product catalogue and apply discounts or re-price if needed.

create quote

Sell more & save time with CPQ module

Increase productivity

Reduce quote time by creating even most complex quotes in most simplest steps

Improve win rates

Track quotes in the sales pipeline stage

Optimize margins

Bundle & upsell products by applying tailor made price list

Streamline your sales quotes workflow

Easily create quotes

Use the intuitive interface to create quotes and send per email directly from CRM.

Manage multiple quotes

Create an infinite number of quotes per opportunity, contact or company.

Track prospective sales

Keep an eye on the quotes created for opportunities in your sales pipeline stage.

Related information

Keep track of all your sales quotes per:

Related contact and account
Related opportunity
Quote stage
Total value
Expiration date
OPPORTUNITIES QUOTES

Have we sent the quote to the lead?

How’s your deal going in the sales pipeline stage? Check if the quote has been sent. And how likely are you going to close the deal.

recalculate quote