Features  >

Sales Quotes


Reduce errors, accelerate orders with Sales Quotes

Empower your sales team with quotes functionality that speeds sales completion times and improves accuracy.

Accept Quote Requests

Allow prospective customers to submit a Quote Request to kick-off their relationship. Price negotiation and the first sale can all be communicated through the Zoey CRM and Sales Quote interface.

You can also specify certain products to be “Quote Request Only” to take requests from your customers for custom/white labeled products or orders that can not be priced immediately.


Send Sales Quotes

Reps can send Sales Quotes to their prospects (Leads & Opportunities) or to existing customers to add a communication or approval workflow to the process of making a Sale. Quotes can be shared with multiple contacts at an account as well to help facilitate the collaborative process.


Custom Product Pricing

Sales quotes can be built with custom product pricing based on the information collected for the order. If a customer qualifies for a price break, or a salesperson needs to discount an order in order to close the sale, the price can be overrode on an individual quote to provide custom pricing.

Controls can be set to limit who can change pricing, to limit and restrict how often such changes occur.


File Attachments & Line Item Comments

Attach technical drawings, spec sheets, contracts and more to the Sales Quote, or to each individual line item on the quote. File attachments can be included in the email communication with your customer or securely accessed from the Storefront after logging in.


Approval Workflows

You can determine when a Sales Quote can have its prices revealed or when it can be converted to an Order. Ensure Quotes are Approved/Accepted before making the Sale.


Convert to Order

Once a sales quote has been built by a salesperson, an account can review and, if acceptable, instantly convert the quote to an order and complete the transaction. This reduces paperwork, phone calls and emails to get an order completed and resolved, leveraging an existing order framework to also capture quotes.


Email Notifications & PDFs

You can have communications with your buyers and alert them when their quote is ready for review, including revisions when required, to be able to quickly and efficiently get a purchase from a sales quote to a completed order. Communications can be managed through the same systems as sales quotes and orders to ensure all information is stored in the same system. Comments and conversations can be logged and tracked on sales quotes, as well as orders.



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