Quotations are fully integrated with the sales order process and CRM sales pipeline reporting. This enables users to register winning, losing, or canceled quotations. Users can also register alternative quotations and note the winning quotation and reason for winning.
Users can perform price simulations on quotation headers or lines, in addition to saving a history of any previous price simulations. Users can copy quotations and create sales quotation templates to alleviate repetitive work. Quotations can be stored for reference purposes or deleted to free up storage, and users can perform a SWOT (strengths, weaknesses, opportunities, and threats) analysis for each quotation.