Overview

The Quotation application is a ready-to-use, scalable, and secure solution designed to streamline the entire quotation lifecycle – from request to approval – all within a unified platform. Built on Low-code platform called Mendix, it empowers sales teams to generate, track, and manage quotations faster and more efficiently. 

We’ve designed it to handle the  

• Intuitive user experience for Sales Executives, Managers, and Admins 

• Create and manage customer quotations with ease 

• Workflow-enabled approvals and real-time quotation tracking 

• Version control and document attachment support 

Additionally, we provide 

• Role-based access control for secure data management 

• Insightful dashboards and activity logs 

• Integration-ready and customizable 

Whether you're a growing business or an established enterprise, the Quotation app accelerates your sales process, ensures pricing consistency, and reduces approval delays – so you can focus more on closing deals and less on manual paperwork. 

Go and make it! 

Documentation

Typical Usage Scenario 

The Quotation Management Application is designed to streamline the end-to-end process of creating, sharing, negotiating, and closing sales quotations. It facilitates faster decision-making, reduces back-and-forth communication, and enhances the customer experience. Here's how it typically works in practice: 

1. Quote Creation and Customization 

• A user logs into the application to initiate a new quotation. The interface allows adding detailed line items, including descriptions, pricing, images, and supporting files or hyperlinks. For flexibility, the user marks certain items as optional or configures multiple-choice options. Editable quantities and real-time price calculations ensure that customers see updated totals as they interact with the quote.
• This setup empowers businesses to present alternatives, upsell, and tailor proposals without requiring multiple revisions. 

2. Seamless Quote Delivery 

• Once the quote is ready, the application sends it via email as a personalized link, optimized for any device — phone, tablet, or desktop — with no need for downloads. The recipient opens a professionally formatted quotation that is easy to navigate and understand. 
• Customers can immediately interact with the quote, choosing optional items or adjusting multiple-choice selections to reflect their preferences. 

3. In-Quote Communication and Collaboration 

• Instead of exchanging multiple emails, customers can post questions or comments directly on the quote. These conversations remain attached to the document, providing full context and visibility to everyone involved.
• The integrated commenting feature maintains a clear communication thread, helping internal teams stay informed and aligned. 

4. Finalizing the Quote and Gaining Commitment 

• When ready, the customer can finalize the agreement by clicking the “Accept Quote” button. This action instantly converts the quote into a legally binding agreement, reducing friction and accelerating the sales cycle. 
• If quotes include optional or variable elements, the final selections and agreed-upon quantities are locked upon acceptance. 

5. Real-Time Engagement and Follow-Up Tracking 

• The application automatically tracks quote engagement, including how many times a customer has viewed the quote and when. This intelligence helps sales teams identify high-interest leads and follow up at the right time. 
• Additionally, the dashboard highlights aging quotes and missed opportunities, prompting timely follow-up and improving overall closure rates. Built-in notifications ensure that no deal falls through the cracks. 

6. Revision and Resubmission 

• In cases where changes are needed, the quote can be duplicated or edited and resubmitted as a revised version.
• This maintains continuity in the sales process while ensuring that all historical interactions and versions are traceable for reference. 

7. Integration with External Systems 

• The application can integrate with external pricing systems or CRM platforms, ensuring seamless data flow.
• This enables automated pricing updates, syncing of customer records, and continuity across the customer journey — from initial contact to closed deal. 

Features and limitations. 

Features 

• Professional Quote Presentation: Share personalized links via email with mobile-responsive, browser-based access — no downloads required. 

• Interactive Customer Engagement: Customers can post comments or questions directly on the quote, maintaining a transparent communication thread. 

• Role-Based Access Control: Assign user roles (e.g., Sales Executive, Manager, Admin) with specific access rights to ensure data security and workflow control. 

• Quote Acceptance: Customers can accept quotes with a single click, creating a legally binding agreement. 

• Real-Time Engagement Tracking: Monitor customer views, interactions, and quote aging through a central dashboard. 

Limitations 

• ERP Integration Restrictions: Integrations are available only with SAP and CRM systems and custom integrations may require additional development. 

Frequently Asked Questions (FAQ's)

1. How can I add or remove team members from the application? 

You can manage team members from the Admin Panel under the "User Management" section. To add a user, provide their email, assign a role, and send an invite. To remove a user, simply deactivate or delete their account from the same panel. 

2. Can I hide pricing details on a quote? 

Yes, while creating or editing a quote, you can choose to hide pricing for specific line items and the total amount will be visible. 

3. Can I edit and resend a quote after it’s been sent? 

Yes. You can open the existing quote, click “Edit Quote,” make the necessary changes, and then resend it to the customer. The application will automatically version the quote and retain the previous versions for reference. 

Happy Quoting! Experience seamless, smart, and professional quoting like never before !!!