Effective offer processes with CRM support

Your CRM system supports you with your business processes. The Quotation Module enables you to quickly and effortlessly create valuable offers with your individual layout.

 

The quotation template can be adjusted simply and individually to your business design. Master data from your MOVECRM system, like addresses and company names, will be automatically inserted into your offers. You can also create serial quotations with the Quotation Module in a simple and time-saving way.

 

Text templates can be defined to design individual and customer-specific quotations. Exporting your quotations into PDF files allows simple distribution. You can also export your quotations into word format for individual editing.

 

Is your CRM system connected to your ERP system? Automatically transfer product information and service date from your ERP system and complete your quotations with individual text templates.

 

Quickly react to proposal requests and efficiently design your quotation process with the MOVECRM Quotation Module.


Automated offers


Fast & convenient


Individual templates

Even faster to design individual or series offers?

We are looking forward to help you. Give us a call.