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.
Create Sales Quote
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.
Product catalog
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.
Quote Templates
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.
Configurations
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
Send Quotes
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.
Bundles & Configurations
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 your own serial or parallel approval workflow rules for quoting based on various criterion like price, margin, Payment method, etc
Sales Team
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
All quotes link to CRM Module. Create new opportunity for every quote or link multiple quotes to single opportunity.
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
Capture all necessary information when quoting by creating your own fields and values.
Add More power to your quotes and proposals
With this sales quoting software you can provide UpSell or Cross-Sell suggestions on your items added to the quote.
Add More power to your quotes and proposals
For each item quoted in the past so that you always have a reference guide when quoting.
Add More power to your quotes and proposals
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.
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.
Reporting & Analytics
Generate your own precanned reports or request a custom report. We maintain your complete quote history at all times.
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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All information provided by the users are highly confidential and are never shared with any third party