One system around the quotation lifecycle.
Quotation MIS connects the master data, quotation register, follow-up workflow, tracking and reporting that sales teams need to operate consistently.
Everything your team sees day to day
Dashboard
Status visibility and quick access to the quotation pipeline and areas that need attention.
Administration
Companies, company settings, users, roles and menu-level administration.
Masters
Customers, products/services, quotation statuses and locations.
New / All Quotations
Quotation creation and management with search, filtering, status and customer context.
Follow-ups
Track follow-up dates, methods, results, notes, priorities, ownership and next actions.
Quotation Tracking
Keep quotation activity and pipeline movement visible to the people responsible for action.
Email Templates
Maintain reusable email content for quotation and customer communication workflows.
Reports
Quotation Report, Customer Report and Quotation Summary for review and management decisions.
Built with business administration in mind.
Access can be organized around companies, users, roles, permissions and menu visibility so the application can support different team responsibilities.
Users & roles
Assign access by user and role instead of relying on a shared login.
Permission-aware navigation
Keep operational and administrative functions visible only to the right users.
Company context
Maintain company-specific settings and business data within the system.
Where Quotation MIS fits naturally
The product is especially relevant where quotation volume is high and sales follow-up is a recurring operational task.
Let's walk through a real quotation.
Use your own customer, items and quotation process during the demo so the business value is obvious.