Quote Preparation and Tracking

When Configuring and Calculating Simple or Complex Quotes in PisaSales CRM, You Benefit from Faster Processing Times, the Avoidance of Errors and the Creation of Uniform Quote Documents That Follow Your Corporate Design. Always up-to-date product information, the convenient generation of parts lists or the list of the scope of supply as well as the efficient task planning provide you with all the tools you need for professional quotation preparation. Once the quote has been received by the customer, it is necessary to follow it up and to convert it into an order by taking appropriate measures. PisaSales CRM also provides you with unique features on the market for this purpose.

Drive Efficiency and Reduce Error 

  • Configuration and calculation of quotes also available in several languages
  • Attractive quote documents via text modules in your corporate design
  • Calculation, final costing and progress control
  • Interfaces to ERP systems provide up-to-date price and product information
  • Automatisms facilitate the tracking of your quotes

Comprehensive Quote Preparation for the World Market 

PisaSales CRM Also Supports You in the Creation of Multilingual Quotations and Accompanying Documents (e.g. Manuals, Technical Specifications, Operating Instructions) by Using Intelligent Text Modules and Predefined Templates. 

Besides the output of commercial quotes, the generation of quote-specific technical specifications, manuals or operating instructions is also possible.