Quotation list
Search, review and manage every quotation from one central working list.
From first draft to measurable outcome
Quotation Management
Create quotations on the web or BizCloud app, organise them by status and header, standardise layouts, manage approvals, deliver proposals by email and measure closing performance by quoted item.
Web & mobileQuotation creation
ControlledApproval flows
VisibleItem closing rate
What you can do
Everything your team needs, connected.
Create quotations on the web or BizCloud app, organise them by status and header, standardise layouts, manage approvals, deliver proposals by email and measure closing performance by quoted item.
BizCloud app quotations
Create and work with quotations from the BizCloud companion app when away from the desktop.
Quotation status
Create the statuses that match your sales process.
Headers & categories
Use quotation headers to organise different proposal types.
Layout & defaults
Control the standard quotation layout and default information.
Item closing insight
Measure closing rates based on the items included in quotations.
Create & edit
Build quotations from the web interface or BizCloud app.
Items and commercial details
Add quotation items, quantities, pricing and the information required for a clear customer proposal.
Email to internal staff
Send the quotation to a colleague for checking, follow-up or onward delivery.
Email to external customers
Send the completed quotation and PDF directly to the intended customer.
Reply-loop email method
For a familiar customer reply path, salespeople can send the quotation to their own work email first, then forward it from their normal mailbox.
PDF quotation delivery
Generate and attach a customer-ready quotation PDF to the outgoing email.
Approval sets
Define who must approve quotations before they progress.
Approval flow
Route submitted quotations through the required sequence of approvers.
Approval queue
Give approvers a clear quotation approval list for review and action.
Customer connection
Keep the quotation linked to the customer relationship and downstream service activity.
Complete quotation lifecycle
Control every proposal from setup to closing insight.
iCRM connects the rules behind a quotation with the salesperson’s daily workflow, management approval, customer delivery and the analysis that improves future sales.
01ConfigureStatus, header and layout
02CreateWeb or BizCloud app
03ReviewItems and commercial details
04ApproveApproval set and queue
05SendEmail and PDF delivery
06AnalyseItem closing rate
01 / STRUCTURE THE PIPELINE
Use statuses and headers to organise the sales process.
Create quotation statuses that reflect how your team works—from draft and review to approved, sent, won or lost. Quotation headers provide a second practical layer for categorising different proposal types, business units or document series.
- Custom quotation-status setup
- Clear list and reporting stages
- Headers for proposal categories
- Consistent naming across the sales team
02 / STANDARDISE THE DOCUMENT
Control the quotation layout and default information.
Set the information that should appear by default and maintain a consistent quotation presentation. This reduces repetitive entry and helps every salesperson produce documents that follow the organisation’s preferred format.
- Quotation layout settings
- Reusable default information
- Consistent customer-facing output
- Less repetitive preparation
03 / CREATE & MANAGE
Work from one quotation list, on desktop or BizCloud.
Start from the central quotation list, open an existing proposal or create a new one. Add the customer, items, quantities, pricing and commercial information, then save changes as the opportunity develops.
- Searchable quotation list
- New and edit quotation workflow
- Item, quantity and pricing details
- Customer and commercial context
- Quotation access through the BizCloud mobile app
04 / GOVERN & APPROVE
Send the right quotation to the right approvers.
Build quotation approval sets for the people or roles responsible for commercial control. When a quotation needs approval, submit it into the defined flow and let each approver work from a clear approval list.
- Reusable quotation approval sets
- Ordered approval responsibility
- Quotation submission from the editor
- Dedicated approval queue
- Visible progress before customer delivery
QUOTATION APPROVAL FLOW
01
Salesperson preparesCompletes customer, item and pricing details.
02
Approval set appliesThe configured reviewers determine the route.
03
Approvers reviewEach reviewer acts from the quotation approval list.
04
Approved for deliveryThe controlled quotation is ready to send.
05 / SEND & KEEP THE REPLY LOOP
Deliver internally or externally—with a practical email path.
Send the quotation to internal staff for review or directly to an external customer. iCRM creates a clear email with the quotation PDF attached.
Recommended reply-loop method
When the salesperson wants customer replies to remain in their normal work mailbox, send the quotation to the salesperson’s own email first. They can then forward it to the customer from their usual email account, making the reply path familiar and easy to follow.
06 / LEARN FROM OUTCOMES
See which quoted items are actually closing.
The quotation item summary measures closing performance based on the items included in quotations. Use the result to understand product interest, compare conversion and improve how the team packages future proposals.
- Closing rate by quotation item
- Product-level sales insight
- Evidence for offer and pricing review
- Better focus for future quotations
How to use the quotation workflow
A practical route from configuration to conversion.
Set the commercial controls once, then give salespeople a repeatable process for every new opportunity.
Configure statuses
Create the draft, approval, sent, won, lost and other stages that match your process.
Set headers and layout
Organise proposal categories and define the default customer-facing information.
Create the quotation
Start from the quotation list or BizCloud app, then add the customer and commercial details.
Add and check items
Complete item, quantity and pricing information before submitting the document.
Submit for approval
Apply the correct approval set and monitor the quotation through the approval queue.
Send the PDF
Email internally, directly to the customer, or through the salesperson’s mailbox for a clearer reply loop.
Review closing insight
Use the item summary to understand what converts and improve the next quotation.
Detailed capability map
More than a feature list. A complete working process.
Explore how the screens and functions in Quotation Management support setup, daily operations and continuous improvement.
Configure the foundation
Quotation list
Search, review and manage every quotation from one central working list.
BizCloud app quotations
Create and work with quotations from the BizCloud companion app when away from the desktop.
Quotation status
Create the statuses that match your sales process.
Headers & categories
Use quotation headers to organise different proposal types.
Layout & defaults
Control the standard quotation layout and default information.
Item closing insight
Measure closing rates based on the items included in quotations.
Run day-to-day work
Create & edit
Build quotations from the web interface or BizCloud app.
Items and commercial details
Add quotation items, quantities, pricing and the information required for a clear customer proposal.
Email to internal staff
Send the quotation to a colleague for checking, follow-up or onward delivery.
Email to external customers
Send the completed quotation and PDF directly to the intended customer.
Reply-loop email method
For a familiar customer reply path, salespeople can send the quotation to their own work email first, then forward it from their normal mailbox.
PDF quotation delivery
Generate and attach a customer-ready quotation PDF to the outgoing email.
Control, report and improve
Approval sets
Define who must approve quotations before they progress.
Approval flow
Route submitted quotations through the required sequence of approvers.
Approval queue
Give approvers a clear quotation approval list for review and action.
Customer connection
Keep the quotation linked to the customer relationship and downstream service activity.
How it works
A clear workflow from setup to insight.
Configure
Set statuses, headers, layout defaults and approval rules.
Prepare
Create the quotation on web or BizCloud and add items.
Approve
Submit it to the correct approval set and queue.
Send & measure
Deliver the PDF, maintain the reply path and review item closing rates.
See Quotation Management in action
Let’s map iCRM to your real workflow.
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