QUOTATION CRM FOR EXPORT TEAMS
Keep quotation revisions, buyer views, and follow-up on the same customer record so sales always know what happened and what comes next.
Customer timeline
Viewed 18 minutes after send, so sales can pick up follow-up with the right timing.
Revision requested on V2, without digging through attachments or inbox threads.
Customer timeline
Today's reminder and next action are visible in the same customer record.
Even with repeated buyer changes, the team can see the current version and keep moving on the same record.
After send, everything is clearer. Buyer feedback returns to the quote itself, and PDF or Excel still export when needed.