Overview

Teamleader Focus’s Quotation module enables SMEs and agencies to create compelling, branded quotes in minutes. It uses your own logo, fonts, and colors; notifies you when quotes are viewed, commented on, or signed online; and allows two-click conversion into a project or invoice. With expiry dates, templates, margin tracking, multi-currency support, mobile access, and robust CRM integration, this feature accelerates sales workflows and improves revenue visibility.

Features and Capabilities

• Custom-branded quotations: Add logo, fonts, and colors to create professional quotes.
• Real-time notifications: Be alerted when clients view, comment, or sign quotes.
• Online signature support: Clients can electronically sign, eliminating paper hassle.
• Two-click conversion: Instantly turn approved quotes into projects or invoices.
• Expiry date reminders: Set deadlines and get notified of impending quote expiration.
• Sales pipeline visibility: Track where each prospect stands and forecast revenue.
• Product price lists: Save products/services with sales/purchase prices to auto-populate margins.
• Multiple quotes per deal: Send various options to clients for comparison.
• Margin calculation: Monitor profit per quote without showing purchase cost to clients.
• Template reuse: Create and reuse quote templates to save time.
• Multi-currency support: Issue quotes in customer’s currency with conversions.
• Mobile app functionality: Create, send, and monitor quotes on iOS & Android.
• Integrations: Connect with Gmail, LinkedIn, MS Teams, accounting tools, and 230+ other apps .
• Order documents: Generate order forms, confirmations, and delivery notes from quotes.