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Quote Management Software: Customers, Opportunities and Versioned Quotes in One Flow
Turn customer relationships into a controlled process that leads to sales.Quote management software handles customer records, opportunities and quotes in one flow and keeps quote versions and approvals on record. YazSis KurumsalPortal's Sales / Quotation & Customer Management module brings meeting history, multi-currency quote revisions, the approval process and closed sales into a shared flow, which makes the sales pipeline visible.
WHO IS IT FOR?Sales teamsSales managersFinance
YAZSIS / KURUMSALPORTAL
Sales & Support
BUSINESS OUTCOMEDo more than keep records.
Do more than keep records.
Manage the process.
KurumsalPortal places every module into real operations through permissions, notifications, approvals, reporting and integrations.
CORE CAPABILITIES
Bring control into the system with Sales / Quotation & Customer Management.
Every step is traceable with its owner, time, status and activity history.
Customer and meeting history
Each customer gets a record where meetings are logged, so customer knowledge stays with the company even when the sales team changes.
Versioned quotes and approval
Quotes are prepared in different currencies, each revision is saved as its own version, and every quote passes approval before it reaches the customer.
Opportunity, sales and conversion report
Reports show how opportunities convert into quotes and sales, so sales managers see opportunities per stage and closed sales in one report.
HOW DOES IT WORK?
Register, track and deliver results in five steps.
Workflows adapt to your organization’s approval, role and notification rules.
CONNECTED, NOT ISOLATED
Data flow with other systems: let’s define the scope together.
KurumsalPortal works on its own. If you need data flow with your ERP, time-attendance, accounting or other systems, we define which data moves and how during the needs analysis.
Explore Our Integration CapabilitiesERPPDKSAPISales / Quotation & Customer ManagementEMAILSMSREPORT
FREQUENTLY ASKED QUESTIONS
Quote management software: frequently asked questions
Can we prepare quotes in different currencies?
Yes. YazSis KurumsalPortal's Sales / Quotation & Customer Management module supports multi-currency quotes. Each quote is kept with the customer record and the related opportunity, so the sales team sees in one record which customer received a quote in which currency.
Are earlier versions of a quote kept?
Yes. In YazSis KurumsalPortal's Sales / Quotation & Customer Management module, quote revisions are saved as versions. When you discuss a quote with the customer, you can trace what changed in each version, and the last approved version is clearly visible.
Can a quote go through approval before it is sent to the customer?
Yes. In YazSis KurumsalPortal's Sales / Quotation & Customer Management module, a prepared quote passes an approval process, and the sale moves forward once approval is complete. The approval step lets authorized people check the quote terms, and their decisions stay on record.
NEXT STEP
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