Sales Quoting Simplified

Enable your sales team by equipping them with the best tool to create high-quality sales quotations efficiently. A User-friendly & simple yet sophisticated quotes and proposal software module that makes putting together even the most complex quotations and proposals quick and easy.

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Customizable quote templates

Add/import product catalog

Create complex quotes (CPQ)

Rule-based calculations

Create Sales Quote

Creating complex sales quotes was never this easy

Create new quotes or proposals by adding new customers and products. You can group products for better readability and manage quote history with version control. You can save, export, print, copy and do a lot more with your quotes.

Create your first quote

Product catalog

Add or Import your Product Catalog without any hassles

Add your product catalog manually by adding the details one-by-one or bulk import it from an excel file in no time - Now create your sales quote on the fly by selecting the product from the catalog.

Create your first quote

Quote Templates

Ready-to-use sales proposal templates to save you time

Choose from a selection of ready-to-use quote templates to make your life easy. All the templates are fully customizable. You can create your own template at a quote or business level too.

Check Template Library

Configurations

Rule-based calculations for a faster-quoting experience

Price, Tax, Freight, Discounts, etc. are automatically calculated through the rules set by you. WorksLeader quoting solutions also supports all major 3rd-party connections for automated data fetching

How to add price rule

Send Quotes

Enjoy multiple ways to send your quotes to your customers

You get multiple options to send your quote like Word, Excel, PDF, Web URL. The quoting tool is also tightly connected with the eCommerce tool and the quote can be made available on the customer's online store.

Create your first quote

Complex Quoting that that integrates with CRM

Bundles & Configurations

Complex quotes with Bundles & Product Configurator

Create a custom bundle on the fly or search and add a preconfigured bundle from the catalog to the quote. Create configurable products and services to automate pricing of complex products at the time of quote creation.

Approval Automation

Create Approval Workflow for your Quotes

Create your own serial or parallel approval workflow rules for quoting based on various criterion like price, margin, Payment method, etc

Sales Team

Inside / Outside Sales Representatives

Link Inside Sales Reps to Outside Sales Reps. Inside Reps produce Quotes and Outside Reps can manage the account and sale under CRM

Quoting & CRM

Where Quoting & CRM go hand-in-hand

All quotes link to CRM Module. Create new opportunity for every quote or link multiple quotes to single opportunity.

Government Contracts

Quoting for Government Contracts

Several built-in features to help Businesses that sell to Government. Apply contract, Select products from contract catalog, apply contract pricing, etc. available.

Add More power to your quotes and proposals

Unlimited user defined fields

Capture all necessary information when quoting by creating your own fields and values.

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Add More power to your quotes and proposals

UpSell / Cross-Sell

With this sales quoting software you can provide UpSell or Cross-Sell suggestions on your items added to the quote.

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Add More power to your quotes and proposals

Maintain price history

For each item quoted in the past so that you always have a reference guide when quoting.

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Add More power to your quotes and proposals

Add Collaterals to the Quote and notes

This sales quoting software allows you to attach documents like Collaterals, Worksheets, Guides, PDF, or any other documents that should go with the quote. Add External/Internal notes to the quote based on need.

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Do More with your Sales Quoting Software

With WorksLeader Quoting Solutions Module you can do much more than just quoting! Our flexible design also ensures that we work seamlessly with your other enterprise systems!

3rd Party Integrations

Integrate WorksLeader with your own CRM or any other application. Choose from our wide range of integrations or request a custom integration.

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Reporting & Analytics

Generate your own precanned reports or request a custom report. We maintain your complete quote history at all times.

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Professional Services

Need some features and functionality that we do not currently support? Our team of engineers can take customization requests and turn them around quickly.

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