Quotations
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Sales & CRM
Quotations
Quotations turns a customer’s interest into a clear, professional offer quickly. In BizOSOne, a quotation is prepared from the details already held for the opportunity, so there is no need to start from a blank document or retype what the customer has already told you. Speed and accuracy matter at this stage: a prompt, correct quote shows professionalism, and delays often give competitors a chance to step in.
Quotes are recorded against the customer and the deal, making it easy to see what was offered, when and to whom. Updates and revisions are tracked, which avoids confusion over versions. Because the module is connected to Finance and Procurement, an accepted quotation can move forward into the next step without re-entering information, which saves time and reduces mistakes between sales and delivery.
Key capabilities
What Quotations covers
Four connected capabilities working from one set of data.
Quotation preparation
Build a quotation from information already stored for the opportunity and customer. Reusing records removes repetitive typing and keeps offers consistent with what was discussed.
Version tracking
Keep every revision of a quotation so you always know what was offered and when. Customers and colleagues are never confused about which version is current.
Customer visibility
Record quotations against the customer and the deal so anyone can see what has been proposed. Context stays with the account instead of sitting in individual inboxes.
From acceptance to action
When a quotation is accepted, move it forward without re-entering details. Finance and delivery teams receive consistent information, which speeds up fulfilment and invoicing.
How it works
Three simple steps
From setup to results without the usual complexity.
Prepare the offer
Create the quotation from details already held for the customer and deal.
Send and revise
Share the quotation and track any changes as discussions continue.
Accept and proceed
Move the accepted quote into delivery and billing without retyping.
Benefits
Why Quotations matters
Practical gains you can feel quickly.
Faster quotes
Reuse existing records instead of starting afresh.
Fewer errors
Information entered once stays consistent.
Clear history
See what was offered, when and to whom.
Smooth handover
Accepted quotes flow into the next steps.
Connected to the rest of BizOSOne
Quotations connects to Opportunity Management, where offers originate; to Contact Management, which holds customer details; to Finance & Accounting and Invoice Management, where accepted quotes lead to billing; and to Procurement & Inventory, where goods or services may be sourced. Because everything shares one platform, the journey from offer to invoice stays connected.
FAQ
Questions, answered
Short answers to common questions.
Yes. Quotations are recorded against the customer and the opportunity.
Updates and revisions are recorded so you can see what was offered and when.
It can move forward into the next step without re-entering information.
Related features
More in Sales & CRM
One connected set of tools.
Contact Management
Keep customer and prospect details, history and conversations in one record.
