Create Quotes For Prospects and Customers

Create, Track & Convert Quotes Quickly

Using Quotes in Lead Commerce, your sales department can prepare custom pricing for potential orders for new prospects as well as current customers. Best of all, when your prospect or customer approves the quote, Lead Commerce can automatically convert the Quote directly into a Sales Order.

Quotes are completely customizable from multiple line item orders, to custom pricing and discounting. Quotes also don't impact your inventory either, as available stock is not allocated to a quote, until it's converted to a Sales Order.

Custom Pricing

Using Customer Types, personalized pricing for both Leads and Customers will automatically be pulled in, eliminating pricing errors.

Quoting History

View your Quotes from either the Account level or Contact level.

Edit Quotes & Resend

Edit existing Quotes from the back office area and then download, print or email them to your prospect or customer.

Email Quotes

Control the design and information on your Pick Lists and Packing Slips to present your shipping data in any format you need.

Audit History

Track all changes to a Quote from the History section of the Quote drill down. See who made changes, what was changed and when.

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