Quotation
Quotation management is critical to any business, influencing customer perception, revenue generation, and overall efficiency. With StriveMake, you can revolutionize your quotation process, simplifying the creation, tracking, and conversion of quotes into invoices. Our comprehensive quotation module offers a range of features designed to streamline your workflow and enhance productivity.
Efficient Quotation Management
Managing multiple quotes can be challenging without the right tools. StriveMake offers robust quotation management capabilities, allowing you to organize and track quotes effortlessly. You can categorize quotes by account type, customer, or warehouse, making it easy to locate and reference specific quotes as needed.
Simplified Quotation Creation
StriveMake provides a user-friendly interface that makes creating quotations a breeze. You can easily input customer details, select products or services, and set pricing options with just a few clicks. Our intuitive platform eliminates manual calculations and ensures accuracy in every quote. Whether dealing with a single item or complex project pricing, StriveMake adapts to your needs, empowering you to generate professional-looking quotes quickly and efficiently.
Seamless Conversion to Invoices
Once a quote is accepted, StriveMake enables seamless conversion to invoices with just a few clicks. You can automatically populate invoice details from the corresponding quote, saving time and reducing the risk of errors. Our platform supports various billing types and tax configurations, ensuring compliance with regional requirements. By streamlining the quotation-to-invoice process, StriveMake helps you maintain consistency and professionalism in your financial transactions.
Conversion to Point of Sale (POS)
One of the unique features of StriveMake is the ability to convert quotations directly into point-of-sale (POS) transactions. Easily transform accepted quotes into POS orders, streamlining the sales process and enhancing customer service. By integrating quotation and POS functionalities, businesses can optimize their operations and drive revenue growth effectively. Experience the convenience of managing sales seamlessly from quotation to point of sale with StriveMake.
Enhance Business Efficiency
By leveraging StriveMake for quotation management, businesses can enhance efficiency across the board. With fewer manual tasks and streamlined workflows, you will free up valuable time and resources to focus on core business activities. Moreover, our data-driven insights provide valuable analytics on quoting trends, customer preferences, and sales performance, enabling informed decision-making and continuous improvement. With StriveMake, you can elevate your quotation process to new heights and drive business success.
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- Instant activation
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- All updates included
- 24/7 priority support
About the Quotation add-on
Quotation lets you create and send professional price quotes to prospects and customers, then track them as they move toward a sale. Inside StriveMake it pulls from your CRM and product data, so a quote reflects the right contact and pricing, and an accepted quote can flow into an invoice. One login keeps quoting connected to your sales pipeline and accounting, turning estimates into a tracked step of the deal rather than a standalone document.
What you can do with Quotation
- Create professional quotes with products and pricing
- Pull customer and item data from your records
- Track quote status from sent to accepted
- Convert accepted quotes into invoices
Who Quotation is for
Sales teams and service businesses that send price quotes and want them tied to their pipeline and billing.
Quotation — frequently asked questions
What does the Quotation add-on do?
It lets you create and send professional price quotes inside StriveMake, pulling customer and product details from your records. You track each quote from sent to accepted, and an approved quote can flow into an invoice, so quoting is a connected step in your sales process rather than a separate document.
How much does the Quotation add-on cost?
The Quotation add-on is $9,00/month or $86,00/year on top of your StriveMake plan, and you can turn it off whenever you like.
Can a quote turn into an invoice once accepted?
Yes. When a customer accepts a quote, Quotation lets it carry into an invoice, so you do not re-enter the same line items and pricing. Because the add-on connects to your accounting in StriveMake, the move from estimate to billing stays smooth and the details remain consistent throughout.
Does Quotation work with the rest of StriveMake?
It does. Quotation runs inside your StriveMake workspace and ties into your CRM, products and accounting through one login. Quotes draw on real customer and pricing data and feed your sales pipeline and billing, so an estimate becomes a tracked part of the deal connected to the rest of your business.
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