Quotation software that turns enquiries into orders
Capture IndiaMART, TradeIndia and website leads, get versioned quotes approved and follow up automatically on WhatsApp or email.
How It Works
How the quotation software works
Simple steps to turn inquiries into orders. Create quotes, get approvals, and convert leads into sales without the usual hassle.
Lead Capture
Capture and organize leads from all your sources in one place
Quote Creation
Create professional quotes with templates that match your business
Approval Process
Get approvals through simple workflows with version tracking
Conversion
Turn approved quotes into orders with one click
Works with
IndiaMART
TradeIndia- Website & Lead API
WhatsApp
Gmail
Microsoft 365 / Outlook
From Creation to Approval
Complete Quotation Lifecycle
Product Bundles
Group related products together for better presentation and pricing. Create bundles that make sense for your customers.
Option Groups
Organize product options into logical groups. Make complex product choices simple and easy to understand for customers.
Workflow Approvals
Set up approval workflows for quotes. Get proper authorization before sending to clients so nothing goes out without review.
Version Control
Track changes and keep version history of your quotes. Never lose important modifications and always know what changed when.
Product Attachments
Attach documents, images, and files to your products. Give customers all the information they need to make decisions.
Reports & Analytics
Generate reports on quote performance and conversion rates. Understand what works and what doesn't to improve your sales.
See How It Works
Watch how our quotation system helps you create quotes and track leads efficiently
Quotation software FAQs
- Can Stagewise ERP capture IndiaMART and TradeIndia leads?
- Yes. IndiaMART, TradeIndia and website enquiries arrive as leads in one pipeline, each with an owner and a follow-up date.
- Does the quotation software keep version history?
- Yes. Every revision is saved as a version, so you always know what changed and when.
- Can quotations be approved before they are sent?
- Yes. Approval workflows make sure no quote reaches a customer without review.
- Can it follow up with customers automatically?
- Yes. Follow-up reminders are automated, and quotes and updates go out on WhatsApp or from your Gmail or Microsoft 365 address.
- How does a quote become an order?
- An approved quote turns into a sales order in one click.
Ready to Turn More Inquiries Into Orders?
Book a demo and see your leads, quotes and follow-ups in one place.