CRM & Sales Operations
We set up or build CRM systems that help teams control leads, customer records, pipeline activity and follow-up.
01 · CRM & Sales Software
Quote & Estimate System
A system for preparing priced offers, tracking revisions and recording which version a customer accepted.
A quotation needs more than a nicely formatted document. Sales and commercial teams need to know which assumptions, rates and terms produced it, who approved it and whether a revised offer replaced the original. This system connects the document to those decisions.
02
What it manages
Quotes can contain items, quantities, rates, discounts, validity dates and approval status. Estimates may use assumptions before a final price is confirmed. The record keeps those assumptions visible and distinguishes a draft, issued offer and accepted quotation.
03
How it works in a business
A salesperson selects the required items, checks quantities and submits the draft for approval if needed. The customer receives an issued version. Revisions create a new version; acceptance records the agreed terms and can pass the scope to an order or project workflow.
04
What SFn can customise
SFn can implement pricing rules, approval thresholds and branded quotation templates. CRM, catalogue or project connections can be agreed. Tax and commercial calculations require confirmation by the business, with representative examples checked before staff use them.
05
Related & next step
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