Quotations

Generate Quotations from your CRM

Create Quotations from your Sales Opportunities

  • Your Really Simple Systems CRM includes an all-in-one sales pipeline and quotations solution where you can complete and manage the sales process end to end. The Quotations feature lets you generate a quotation directly from the sales opportunity, view it on your screen, download it to your files and send it to your customer or prospect.

    Furthermore, the quotation is saved to the company account and opportunity record resulting in a full trail of the sales activity, visible to all your team.

  • Sales quotations from your CRM

  • All in one sales and quotations management
  • Create a quotation directly from an opportunity
  • View, download or email to a prospect
  • Custom quotation template
  • Record held in company account and opportunity

Quotations Template

Sales Quotations includes a customisable template that lets you upload your company logo and set up your business information, like your payment details and bank account. You can add your local tax to the quotation and enable this to show per line or as a total of the quotation.

Document Storge

The Quotations feature is available in the Professional and Enterprise plan and your stored sales Quotations are included within the document storage limits for your price plan. For the Professional plan that’s 5GB, and for the Enterprise plan it’s unlimited.

Opportunity Management

Managing your Sales Opportunities in your CRM lets you track and prioritise your workload. You can create opportunities that show the value of the deal and give it a probability of success. As a result, you’ll be able to forecast your sales more accurately.