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.
Quotation Tracking System is a powerful tool to Create, Track, Send the Quotations. It facilitates users to refer, use & re-use the quotations and supports multi-user access rights.
Contacts
Leads / Referrals / Enquiries
Tasks
Categories
Sub-categories
Products / Services
Templates
Header, Footer
Terms & Conditions
Streamline your lead management, automate repetitive tasks, organize your contacts, and stay ahead with smart reminders — all in one place.
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…
LeadVictor
I've used LeadVictor for a year. The Quotation module lets me send quick quotes, and the filter feature easily exports contacts, leads, and tasks. Grouping helps send bulk emails. Customer support is available year-round with the subscription.
I am using Lead Victor since last one year and I am pretty impressed about maintaining clients and making quotations, which is fast and easy. Customer support is prompt and supportive with resolutions.
Started using lead victor from last 1 year . it is very useful for preparing quotation and update task on daily basis.
The time of for making the quotation could be as low as less than a minute.
Yes
Yes
Yes
Yes
Yes
Yes
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
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.
Yes. Every quotation is a new version, and it will have a different quotation number.
Yes. You can always retrieve the quotations.
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.
