Quotation Management Software

What is Quotation Management?

A quote management system involves creating and managing your business’ quotes for clients. A good quotation management software empowers salespersons to quickly create accurate quotes.

With Orgzit’s quote management system, your sales team can create beautiful & professional PDF quotes in a matter of minutes. The Quote Management Software by Orgzit combines both an intuitive user experience with a robust integrated platform serving the needs of businesses of all sizes.

We at Orgzit know that every business has its unique processing of gathering quotation information and approving the quotes -- these business rules can be easily implemented in Orgzit’s quotation solution.

Create Professional Quotes

Create Customized Professional Quotations for your clients. Promote your brand with every document that leaves your system.

Reduce Quotation Time

Automate the quote generation processes with the custom quotation tool. You can also create quotes faster and reduce errors in the quotation process.

Actively Track Quotes to Close Deals Faster

Automated reminders help you stay on top of every open quote so that you always know which quote to follow up on next.

Automate Tax and Discount Computations

Reduce errors by automating tax and discount computations.

Real-Time Inventory Checks

Ensure that you never quote on items not in stock with real-time integration with inventory and purchase management.

Save Time by Automatically Emailing Quotes

Orgzit automates emailing quotes to customers so that you can focus on closing deals faster.

Manage the entire customer lifecycle

Looking to manage the entire customer lifecycle, and not just quotes? We have you covered with our CRM that covers the entire customer journey from lead tracking to quotation to order to customer support.

Fully Customizable

Implement the quotation creation and approval process as you really work in your business. Customize Orgzit’s quotation system to capture the data you need, style the quotes, configure approvals required, and more.

Maintain Data Privacy

Maintain privacy of your quotes by restricting access to only people who need to know. Easily setup the access controls in accordance with your sales hierarchy.