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New Features • May 1st, 2018 • Helen Armour

Sales Quotations Now Available in Your CRM

The new SpotlerCRM feature, Quotations, has created an all-in-one sales pipeline in your CRM.

Create Sales Quotations directly from your SpotlerCRM

Our customers told us they wanted an all-in-one sales pipeline and quoting solution where they could complete and manage the whole sales process. So, that’s just what we’ve done!

Our latest CRM feature, Quotations, lets you create a sales quotation directly from an opportunity and send it to your contact.

Sales Quotations from Opportunities

Available in the Professional and Enterprise plans, when you create a Sales Opportunity, you can now generate a quotation directly from the opportunity, view it on your screen, download it to your files and send it to your customer or prospect.

The sales quotation is stored in both the account and opportunity record, creating a trail of activity. This means your team can see exactly what has been quoted and the status of your opportunity.

Custom Quotation Templates

The Quotations system includes a customisable template letting you upload your company logo, and set up your organisation details, bank account and taxation information, so all your sales quotations are standardised.

You can add your local tax to the quotation and enable this to show per line or as a total of the quotation.

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. In this first development release, Quotations is only available for single currency use and for a single rate of taxation.

Quick and Easy Sales

SpotlerCRM’s sales manager, Lisa Kilmister, commented “This new feature makes managing my sales opportunities really quick and easy. I think Quotations will be a key feature for many of our customers.”

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

Find out how easy it is to create quotations on our Customer Support Hub.

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