Quotation automation in a DreamCRM system can provide several benefits, including:

Streamlining the sales process:

Quotations can be created and sent to potential customers quickly and easily within the CRM, reducing the time and effort required to close a sale.

Flexibility in Sharing:

We can share the quotation with your customer or prospect either as an attachment or in an email. Additionally, you can also choose to export the quotation to your desktop or mobile device.

Customize your quotation templates:

DreamCRM lets you change the quote template based on your requirements format and design.

Convert Quotations:

You can easily generate, such as contracts, sales orders, purchase orders, and invoices right from the quote itself with one click.

Revision of Quotations:

The Revise feature allows an end user to revise your original quote by creating a new quote record with the same quote number in a few clicks and keeping the history of the quote.

Improving accuracy:

Quotations created within a CRM can be based on accurate and up-to-date pricing and product information, reducing the chances of errors or inaccuracies.

Enhancing customer communication:

Quotations can be tracked and managed within the CRM, allowing sales teams to easily communicate with customers and respond to any questions or concerns they may have.

Facilitating decision-making:

Quotations can be used to compare prices and features of different products or services, helping customers make informed purchasing decisions.

Providing data for analysis:

Quotation data can be used to analyze sales trends and identify opportunities for improvement, helping to optimize the sales process and increase revenue.


Using DreamCRM quotation management software you can improve your sales team performance by sending quotations in a proper format and closing the deal faster and easier using the quotation module in DreamCRM.