Smart Quotation
Make the next sales step a clear quotation.
Prepare professional quotations with customer details, line items, pricing and business terms. Use a shared document foundation to keep your company identity consistent from the quote to the invoice.
What you can do
Branded quotation layouts and editable line items.
Customer, currency, tax and terms settings.
A shared business-document workflow with Smart Invoice.
How it fits your workflow
- 1
Set company document details and your quotation terms.
- 2
Choose the customer and prepare the offer with accurate prices.
- 3
Review the document, share it and record the next sales action.
A quotation is an offer, not proof of payment. Review pricing, tax and terms before sending.
Works with these tools
Smart Invoice
Create branded invoices with consistent numbering, customer details, line items and payment instructions. Keep invoice status distinct from opportunity value and use supported verified purchase connections for CRM and loyalty.
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Organise incoming enquiries in a sales pipeline with ownership, stages, expected opportunity values and follow-up dates. Connect approved lead sources so your team can track enquiries without rebuilding customer details.
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Bring customer profiles, avatars, purchase records, notes and custom fields into one company CRM. Use customer context and AI next-action suggestions to make sales handovers and service follow-ups more informed.
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