Turn Inquiries Into Orders Stagewise

Create professional quotes, track leads, and follow up automatically. Convert more inquiries into sales with simple tools that help you close deals faster.

Stagewise quotation management interface

How It Works

Simple steps to turn inquiries into orders. Create quotes, get approvals, and convert leads into sales without the usual hassle.

How Stagewise Quotation Management Works
1

Lead Capture

Capture and organize leads from all your sources in one place

2

Quote Creation

Create professional quotes with templates that match your business

3

Approval Process

Get approvals through simple workflows with version tracking

4

Conversion

Turn approved quotes into orders with one click

From Creation to Approval

Complete Quotation Lifecycle

1

Product Bundles

Group related products together for better presentation and pricing. Create bundles that make sense for your customers.

Product Bundles
2

Option Groups

Organize product options into logical groups. Make complex product choices simple and easy to understand for customers.

Option Groups
3

Workflow Approvals

Set up approval workflows for quotes. Get proper authorization before sending to clients so nothing goes out without review.

Workflow Approvals
4

Version Control

Track changes and keep version history of your quotes. Never lose important modifications and always know what changed when.

Version Control
5

Product Attachments

Attach documents, images, and files to your products. Give customers all the information they need to make decisions.

Product Attachments
6

Reports & Analytics

Generate reports on quote performance and conversion rates. Understand what works and what doesn't to improve your sales.

Reports & Analytics

See How It Works

Watch how our quotation system helps you create quotes and track leads efficiently