crm@weblink.in +91-9811249405
Get Started For Free

Smart Quotation and Proposal Generation Tool

Turn Leads into Paying Customers with Instant Price Estimates
Home / CRM Software / Quotation And Invoicing

Sending manual price estimates takes too much time and often leads to mistakes. Sales teams lose valuable hours formatting documents instead of selling. Weblink CRM solves this problem by automating the entire proposal process. You can generate accurate, professional quotes in seconds using stored product data and customer details.

The system connects directly to your inventory and client database. This connection ensures every price, tax calculation, and discount is correct before you hit send. Your team can create a clear path from the first inquiry to the final payment. Sales staff can view the status of every sent proposal to know exactly when a client opens it.

Speed matters in sales. responding to a client request immediately increases the chance of closing the deal. This tool removes the delay of finding old spreadsheets or typing out descriptions. You select the items, apply terms, and email the document instantly. It keeps your sales pipeline moving and ensures your business looks organized and reliable to every potential buyer.

Benefits of Automated Proposal Tools

Why Growing Businesses Switch to Digital Quoting

Saves Hours of Manual Work
Sales staff often spend 30% of their week on paperwork. This tool cuts that time down by filling in details automatically.
Reduces Human Calculation Errors
Manual math leads to wrong totals and lost revenue. The system calculates taxes, discounts, and totals instantly without mistakes.
Professional Brand Image
Standard templates ensure every document looks consistent. Clients receive a clean, branded PDF that builds trust in your company.
Real-Time Inventory Data
Salespeople can see stock levels while making a quote. You never promise products that are out of stock or unavailable.
Faster Deal Closures
Sending a proposal within an hour of a meeting keeps interest high. Quick responses stop competitors from stealing the lead.
Automatic Invoice Conversion
One click turns an accepted quote into a final bill. You do not need to type the same data twice for billing.
Track Client Interactions
The system shows when a client views the document. Your team knows the right moment to follow up for the signature.
Accessible from Mobile
Create and send estimates from anywhere. Field sales teams can close deals on the road without returning to the office.
Secure Digital Record
Every proposal is stored safely in the cloud. You can search past records instantly instead of digging through file cabinets.

How Our Quoting System Works

Step-by-Step Guide to Sending Your First Proposal

Select the Customer Record
Choose a client from your existing database. The software pulls their address and contact info directly into the document template.
Add Products and Services
Search your catalogue by name or code. Click to add items to the list without typing out long descriptions manually.
Adjust Quantities and Pricing
Change the number of units or edit the rate for specific deals. You can apply special bulk rates for large orders easily.
Apply Taxes and Discounts
Select the relevant tax rules for the region. Add percentage or fixed-amount discounts to the subtotal if required for negotiation.
Include Terms and Conditions
Attach standard legal text or payment terms. This protects your business and ensures the client understands the agreement before signing.
Preview the Document
Check the final look of the PDF. Ensure all branding elements and numbers are correct before the client sees it.
Send via Email Instantly
Email the document directly from the CRM platform. The system attaches the PDF and uses a pre-written professional message.
Monitor Status Updates
Watch the dashboard for changes. The tag changes from 'Sent' to 'Viewed' or 'Accepted' as the client interacts with it.
Convert to Final Bill
Click a single button once the deal is done. The system generates a payment demand using the exact data from the approved quote.

Frequently Asked Questions(FAQ's)

Q. Can I customize the look of my quotes?
Yes, you can add your company logo, change colours, and adjust the layout. This ensures every document matches your brand identity perfectly
Q. Does the software handle different currencies?
The system supports multiple currencies for international clients. It automatically updates the symbol and formatting based on your settings for that specific customer
Q. Can I save a quote as a draft before sending?
You can save your progress at any stage. This allows managers to review and approve the pricing before it goes to the customer.
Q. Is it possible to export the proposal to PDF?
The tool generates a PDF version of every document. You can download this file to print it or share it through other channels like WhatsApp
Q. How does the inventory link work?
When you add an item to a proposal, the system checks your stock count. It helps prevent selling items that are currently unavailable in your warehouse
Q. Can I add private notes for my team?
You can add internal comments to any record. These notes are visible only to your staff and will not appear on the document sent to the client

Request A Free Demo

The Future Awaits: Take the First Step in Your CRM Journey with Weblink.in

I accept the T&C of CRM@Weblink.

*Additional Terms of services applicable for CRM Product.

Let Weblink.in CRM be your partner in growth – where every click transforms into lasting relationships!