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CRM Quotation Management


Generate and Send Quotes Faster Than Ever

WorkWise’s CRM quote management feature simplifies the sales proposal process with its straightforward opportunity and quotation generation capabilities. From an easy to use interface, professional sales quotes can be quickly generated from opportunities, contacts or companies with the option to export in Word or as a PDF. And for those who have specific requirements, our quote management solution can be customized to meet your unique needs or integrated with other accounting applications.

Manage Multiple Quotes

Generate an unlimited number of quotes per opportunity, contact or company and access them from one central screen.

Track Prospective Sales

With our quotation management solution, you can maintain a quote history for each opportunity in your pipeline.

Fast PDF Exports

Generate professional quotes in Word or PDF format to be emailed to customers or saved electronically.

Streamline your Quotation Process With CRM Software

Sales professionals often spend a lot of time drafting proposals and obtaining approvals. Generating quotations in a stand-alone program, such as Microsoft Word or Excel, can be a time-consuming, tedious process that can negatively impact revenue and customer satisfaction over time.

Aptean CRM software delivers three methods to work with sales orders and streamline the quotation process:

Aptean CRM Quote Creation

If you do not need to interface with an accounting software, you can easily generate and send quotes directly from Aptean CRM, and include quote details such as product prices and manufacturers. From a sales order, simply provide the quote information and export it as a Word document or PDF.

Aptean CRM QuickBooks Integration

If you’re using QuickBooks as your primary accounting solution, our QuickBooks Integration application allows you to seamlessly integrate your customer financials with your CRM data. Sales orders created in Aptean CRM can be quickly promoted to QuickBooks to create estimates, quotes and invoices. Product data stored in QuickBooks is synced with Aptean CRM to provide accurate product pricing information and quantities on hand.

Learn more about QuickBooks integration.

WorkWise Sales Rep Portal

If you’re running WorkWise ERP software, you can integrate directly with Aptean CRM and use the ERP Quotations application to streamline quote preparation. With this functionality, quotes can be generated with complete quotation content including notes and images, and then easily converted into a sales order without re-entering any data.

Learn more about the Sales Rep Portal.

CRM Software Just Got Better

No confusing à la carte pricing or add-ons here. Simply choose between our Sales or Enterprise packages and our award-winning CRM software comes complete with everything you need. Plus unlimited phone, email and chat support. Absolutely no hidden fees or extra charges.

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