Create an accurate quote quickly and easily streamline your sales cycle and increase deal velocity with our CRM quotation management tool for small and large businesses.
Sugar’s CRM Quote Management System combines both an intuitive user experience with an extensible platform serving the needs of businesses of all sizes.
You’ll also be able to:
- Categorise quoted line items with grouping capabilities for superior organisation and readability along with the ability to add inline comments for better detail.
- Build customer quotes with greater efficiency via drag and drop reordering and export functionality to send to customers in their preferred PDF custom template.
- Sell globally with multi-currency support. Work within your preferred currency while accommodating your customer’s choice within the same quote proposal.
Pair Sugar’s CRM Quote Management System with SugarBPM™ (available with Sugar Enterprise and Sugar Ultimate) to design and execute your business specific routing and approval rules.
The module also leverages Sugar Logic technology for its calculated fields meaning that customisations for field calculations and formulae come right out of the box. Businesses with complex quoting requirements also have the opportunity to extend the CRM Quotes module in a safer manner and still reach their business goals.