Feature • Quote Management

Correctly Priced, Approved Quotes in Minutes

Bring price books, bundles, discount rules and approvals into one screen; send a branded PDF quote and turn the accepted quote into an order.

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Every step of quote management

Price books and tiered pricing

Price books per customer group, volume-based tiered prices and minimum/maximum quantity rules.

Product bundles and compatibility

Bundle products that sell together and block invalid combinations with compatibility rules.

Discount limit

A maximum discount per price book; lines above the limit cannot be saved.

Approval processes

Single or multi-step manager approval based on amount or discount; a quote awaiting approval is locked for editing.

Templated PDF and numbering

PDF quotes from a template you design; quote, order and contract numbers are automatic and sequential.

Conversion to order and contract

Accepted quote lines are carried into an order with their discounts and currency, and can be linked to a contract.

The life of a quote

1Create the quote from an opportunity
The quote starts with the linked opportunity and customer details.
2Add lines from the price book
Prices and discount limits come from the price book automatically.
3Send for approval when needed
Quotes that meet your criteria go through the approval process you defined.
4Send it as a PDF
Generate the branded quote document and share it with the customer.
5Convert to an order
The accepted quote becomes an order in one click.

Lines from the price book, totals calculated

When you pick a product, the price comes from the selected price book; a line that exceeds the discount limit is not saved. Subtotal, VAT and grand total update instantly.

CRModular quote screen: line items priced from the price list and the quote total

From quote to PDF

Check the quote lines, choose a template with Create Document and preview the quote; save it as a PDF from the browser’s print dialog.

Frequently asked questions

Can we design our own PDF quote template?

Yes. In the document template editor you build your own template with your logo, colours, terms and merge fields.

How are quote numbers assigned?

Quotes, orders and contracts are numbered automatically and sequentially; deleted records never cause duplicate numbers.

What happens when a quote is accepted?

The quote is converted into an order in one click; lines, discounts and currency are carried over. You can also link it to a contract.

Is the application available in English?

The CRModular application interface is currently in Turkish. This website and its documentation are available in English, and menu names in our help articles are shown in Turkish with an English explanation.

Speed up your quoting

Prepare your first quote today with price books and an approval flow.

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