Quote Management: Track Quote, Version, and Approval Processes
Use proposal management to create and submit proposals tailored to customer requests; regularly track feedback, revisions, and approval processes.
Are Your Proposals Scattered Across Different Files, With Versions All Over the Place and No Way to Track Revisions?
To prevent version confusion and approval uncertainty in manual proposal preparation and email follow-up processes, proposal management consolidates all steps into a single system.
What Are the Benefits of Proposal Management?
Create Proposals That Meet Customer Requests
Prepare proposals aligned with customer needs and requests directly from their records; reducing miscommunication and missing information within the team.
Manage Proposal Delivery Systematically
Keep a record of which proposal was sent to whom and when; customers are not kept waiting, and no step of the process is forgotten.
Don't Miss Customer Feedback
Log customer responses, demands, and revision requests regarding the proposal; plan follow-up actions in a timely manner.
Put an End to Version Confusion
Every revision of a proposal is saved as a new version. It is always clear which version was sent to the customer and what was changed.
Keep Approval Processes Under Control
Monitor who approved the proposal, its current stage, and approval status through the platform; preventing delays in proposal submission.
Quotation Management Features
Proposal Creation
Prepare proposals matching customer requests and opportunities through the system.
Proposal Delivery
Deliver the prepared proposal to the customer and keep a record of the delivery details.
Customer Feedback Tracking
Record customer responses, demands, and revision requests; create follow-up tasks.
Version Management
Store all proposal revisions along with their version history.
Approval Process Management
Monitor the approval steps and status of the proposal through the platform.
Opportunity and Customer Linking
Link the proposal to the relevant company, contact, and sales opportunity.
Tasks and Reminders
Plan post-proposal follow-up steps and receive timely reminders.
Reporting and Analytics
Report proposal volume, status, and outcomes from a single centralized point.
Proposal Management Process Map
Customer Request & Opportunity:
Customer demands and requirements are gathered under the relevant opportunity record.
Proposal Creation:
A proposal tailored to the request is prepared and linked to the opportunity.
Approval:
The proposal goes through the relevant internal approval steps.
Customer Delivery:
The approved proposal is delivered to the customer, and delivery details are recorded.
Feedback & Revision:
Customer feedback is tracked; a new version is created if necessary.
Finalization & Reporting:
The proposal concludes with acceptance or rejection; accepted proposals advance to the sales and contract stage, and outcomes are reported.
How Are Proposal Versions
and Approval Processes Managed?
A proposal is not a document that is finalized in a single step; it is revised based on customer feedback, goes through internal approval, and is resubmitted. When the version control and approval process is not managed properly, questions such as “Which one is the final version?” and “Who approved this?” arise.
Proposal Creation
The proposal is created based on customer requests and opportunities.
Internal Approval Process
It goes through the necessary approval steps.
Customer Delivery
The approved proposal is sent to the customer.
Feedback Logging
Customer feedback is recorded.
Revision & Renewal
If a revision is needed, a new version is created, and the approval and delivery steps are repeated.
Finalization
The proposal is either accepted or rejected; the outcome is recorded.
How Is Proposal Management
Used in Real-World Processes?
Title
Description
Frequently Asked Questions
How is the proposal approval process managed?
Before a quote is sent to the customer, it goes through defined approval steps. The approval status is tracked on the platform; you can see which stage the quote is in and whose approval it is awaiting. This system prevents approvals from getting lost in email and verbal communication, shortens the approval process, and keeps a record of which quote was approved by whom.
How are quote submissions and customer responses tracked?
When a quote is sent, the transmission details are recorded in the relevant customer and opportunity records. When the customer responds, the response, revision request, or objection is logged, and a follow-up task is created. This ensures that quotes awaiting a response remain visible, quotes without a response are followed up on in a timely manner, and the customer is not kept waiting.
How are quotes linked to opportunities and customer records?
A quote is linked to the relevant company and contact records, as well as to the sales opportunity to which it belongs. Thanks to this association, the person who created the opportunity record can view all quotes, their versions, and customer responses prepared for that opportunity; the person who created the customer record, on the other hand, has access to all past quotes.
How does an accepted bid turn into a contract and an operation?
When a proposal is accepted, the information from the sales process is transferred to the contract phase. The sales team drafts the contract; the record forwarded to the technical team becomes a collaborative work record, and services are carried out in conjunction with this record. In this way, the scope information provided during the proposal phase is transferred to operations without any disruption.
How does proposal management affect sales performance?
Quote management does not automatically increase sales; however, it makes the quoting process transparent and measurable:
- Speed: Since the steps of quote preparation, approval, and submission are handled within the system, the quote reaches the customer with minimal delay.
- Follow-up discipline: Since proposals awaiting a response are visible, follow-ups are not overlooked.
- Accuracy: The risk of sending an incorrect proposal to the customer decreases as version confusion is reduced.
- Analysis: Acceptance and rejection results are reported, allowing for an analysis of which step in the proposal process resulted in a loss.
The outcome depends on the team’s consistent use of the process and its proper definition within the system.
How do I request a demo for proposal management?
All you need to do is fill out the form on this page. After that, our experts will contact you to discuss your proposal process: how you currently prepare and submit proposals, how you track versions, and how your approval process works. The demo will be tailored to your specific scenario rather than being a generic presentation.
Manage Your Quotes from a Single Platform, Streamline Your Customer Process
Let’s plan your proposal, version, and approval processes together. Request a demo to see a solution tailored to your processes.
