Simplify your sales process with Quote management software

Salesmate’s Quote management makes it easier for your sales team to generate professional, consistent quotes and track them throughout their lifecycle. From the creation of quotes using customizable templates to managing approvals and sending e-signatures, Salesmate offers a streamlined process. Real-time tracking provides your team with instant visibility into each quote’s status, reducing delays and improving communication. These features help your team save valuable time, reduce errors, and close deals faster by keeping everything in one central, organized location. 

Absolutely! Salesmate offers fully customizable templates that allow you to tailor each quote to your brand’s style and your client’s needs. You can easily add products, fees, taxes, discounts, and terms to each quote, with the ability to rearrange sections as needed. The real-time preview feature ensures that you can review and adjust your quotes before sending them, ensuring that each document is polished, accurate, and aligned with your sales strategy. 

Salesmate provides clear visibility into every quote’s status through a dedicated pipeline with stages such as Draft, Pending Approval, Approved, Published, and Viewed. This allows your team to see exactly where each quote stands in the process, eliminating confusion and ensuring that nothing falls through the cracks. You can also track when a quote is viewed, which helps you follow up with prospects in a timely manner, increasing the likelihood of closing the deal. 

Yes, Salesmate enables clients to securely e-sign quotes from any device, making the process fast, efficient, and legally binding. With this feature, your sales team no longer needs to worry about manually collecting signatures, reducing the time it takes to finalize deals. You’ll also receive real-time notifications when a quote is viewed, signed, or declined, allowing your team to act promptly and follow up with prospects at the right time. 

Salesmate automates the follow-up process based on client interactions with the quotes. Whether a quote is viewed, signed, or declined, the system triggers automatic notifications to the appropriate sales rep or manager, ensuring timely follow-up without the need for manual tracking. This automation helps maintain momentum in the sales process and reduces the chances of missed opportunities, ultimately improving conversion rates and sales cycle efficiency. 

Salesmate’s Quote management comes with several smart features designed to streamline the quoting process. You can clone quotes for similar deals to save time, automatically fill in CRM data to ensure accuracy, set default expiration dates, and link quotes directly to deals and contacts for easy tracking. These features reduce manual effort, eliminate common errors, and ensure that every quote is tracked and managed consistently, helping your team stay organized and productive. 

Salesmate improves collaboration by linking quotes directly to deals, contacts, and activities within the CRM. This integration ensures that all teams, including sales, finance, and management, have access to the same up-to-date information in real time. It provides transparency across departments, making it easier for everyone to stay on the same page and communicate effectively. The ability to track quote progress ensures that teams can make informed decisions, identify bottlenecks early, and maintain a smooth workflow across departments. 

Sales teams love Salesmate Quote management because it centralizes all quote-related tasks within one easy-to-use platform. It reduces the need for manual work by automating processes like follow-ups and data entry, allowing teams to focus more on selling and less on administrative tasks. With features such as smart cloning, customizable templates, and automated reminders, your sales team can work more efficiently, save time, and close deals faster.