Approval workflows

Ensure quotes are reviewed before being sent to customers, still allowing your sales team to operate autonomously

Our flexible approval workflows adapt to your internal governance structures across regions and departments. Define multi-level approvals based on roles, deal size, or profit margins to maintain full control without slowing down global sales operations.

Approvals are fully transparent and easy to manage, ensuring consistency, compliance, and accountability—no matter where your teams are located. This enables faster decision-making while meeting local and corporate approval requirements worldwide.

  • Protect your margins
  • Smooth communication for larger orders
  • Sales team can operate autonomously

Currency support

Create quotes in multiple currencies with up-to-date exchange rates

Facilitate international sales with multi-currency support, allowing your sales teams to create quotes in various currencies seamlessly.

Our platform automatically updates exchange rates, ensuring that your quotations reflect the most current market values. This feature simplifies the quoting process for global transactions, reducing errors and enhancing efficiency.

  • Send the quote in the customer's currency
  • Up-to-date exchange rates
  • Use product and options with prices in multiple currencies

Multi-language support

Create quotes in English, German, Italian, French, Spanish and Dutch

Designed for global business making it easy for your sales teams to operate across borders while ensuring your customers receive quotations in their native language.

You can also attach your terms and conditions in multiple languages, ensuring clarity and compliance in every market.

  • Send quotations in customers' native language
  • Operate across borders
  • Terms and conditions in multiple languages

Professional quote design

Create clear, branded PDF quotations with consistent formatting

Select from a curated set of professional templates designed to make your documents clear, polished, and impactful. Each template is crafted for simplicity and elegance, helping you create consistent, high-quality communications effortlessly.

Customize templates to reflect your brand identity by adding your logo and colors that align with your corporate style. This ensures every quote you send reinforces your brand and leaves a lasting impression on your clients.

  • Add your own logo and colors
  • No valuable time spent in customisation
  • Choose from professional-looking samples

Rich product model

Manage products and their options and their pricing efficiently

Streamline your quoting process with our rich product model, designed to handle complexity while ensuring accuracy and efficiency in every quote.

Our platform supports a rich product model, including products with accessories, or "options," and allows you to define default options that are automatically offered. This ensures accurate, flexible product configurations while keeping quotes clear and consistent for your customers.

  • Clear presentation of products and options in the quote
  • Add matching options to products for easy up-selling
  • Products with standard options

Version management

Keep track of changes with built-in version control. No more "Final_v3_updated2_final.xlsx"

Our robust version management system tracks every change made to your quotations, providing a clear audit trail of edits, updates, and revisions.

This ensures transparency and accountability, allowing your sales teams to manage multiple versions of a quote effortlessly.

Keep complete control over every document with our intuitive version management.

  • Clear communication with customer
  • Fast adaption of quote without errors
  • Version numbering and datestamps