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Quotation Management System
About

Challenges / Business Problems

  • Quotation Creation is very time consuming.

  • Difficult to track whether the Quotation is sent or not.

  • Difficult to find the Quotation sent.

  • Difficult to know who made how many Quotations.

  • No central location for the team to save the Quotations.

  • No facility to quickly refer & re-use the Quotation made in the past.

  • No facility to quickly send the Quotation.

Solution Overview

Quotation Tracking System is a powerful tool to Create, Track, Send the Quotations. It facilitates users to refer, use & re-use the quotations. The application supports multi-user access rights and much more.

Manage

Contacts
Leads / Referrals / Enquiries
Tasks

Setup

Categories
Sub-categories
Products/Services

Configure

Templates
Header, Footer
Terms & Conditions

Testimonial

What Clients' Says

Quotation Management System 🇮🇳

I’ve used LeadVictor for a

Ms. Swara Salvi (Sales Co-ordinator)
Pixeltech Security Pvt Ltd. (INDIA)

Quotation Management System 🇮🇳

I am using Lead Victor

Mr. Manish Mane (Sales Head)
Pixeltech Security Pvt Ltd. (INDIA)

Quotation Management System 🇮🇳

Started using lead victor from

Ms. Akshata Kadam (Support coordinator)
Pixeltech Security Pvt Ltd. (INDIA)

Key Features

Manage Enquiries & Sources

Manage Tasks & Assign Tasks

View / Create Quotations

Send Quotation as attachment

Save As Quotations to maintain multiple versions

Fully Customizable Terms & Conditions

Fully Customizable Header / Footer

Manage Product(s)/Service(s), Catégories & Sub-categories

Manage Taxes Applicable

Much More…

Frequently
Asked Questions

The time of for making the quotation could be as low as less than a minute.

Yes. You can share via email from the system itself.

The quotations are always created as a PDF file and emailed to the prospect as an attachment.

Yes. Depending on your state and clients state, it also automatically applies CGST, GST, IGST.

No. The client name and address is automatically fetched from the lead information.

Yes. You and your entire team gets the training to make use of this system and to get the maximum out of this system. 

There is no limit the number of products of services can be as much as you like. 

Yes. You can always change the price prayer to sending the quotation and it also show the prices by default to save time. 

Yes you can upload the pictures of your products or services to be displayed in the quotation.

Not necessarily your quotations are are saved in this system and you need not necessarily download and save the quotations in your computer. 

Yes. You can always download the PDF and save it in your computer or upload to the drive.