Quotation drafting, customer approval, and conversion to sales order

Streamline your sales pipeline from preliminary quote to final fulfillment. 1. Create Quotation: Go to CRM → Quotations → Add. Select the customer, specify price list, currency, validity expiration date, payment terms, and line items with discounts. 2. Digital Delivery and Preview: Send the quotation via email or WhatsApp. Customers can view the interactive proposal online and approve it digitally. 3. One-Click Conversion: Once approved, choose 'Convert to Sales Order' or 'Convert to Invoice'. All customer details, items, prices, and tax treatments are transferred instantly without re-keying data. 4. Revision Tracking: If negotiations require changes, clone the quotation to create revision drafts while preserving the original historical record.