Customizable quotes
Create tailored quotes for your requirements and brand with flexible tools.
Module · Quotes & Proposals
Create and manage quotes with less manual work
Create accurate, professional quotes and connect them to the rest of the customer journey.
The challenge
Where the work becomes difficult.
Manually creating, customizing and managing quotes is time-consuming and error-prone. Disconnected systems can delay proposals, create missed opportunities and slow down the sales process.
The Zoop solution
How Zoop handles it.
Zoop’s Quotes & Proposals module takes the friction out of quoting. Connected with CRM and Sales Orders, your team can create, customize, send and track professional quotes from one platform.
The Zoop system
Business information in one place.
The Zoop dashboard can bring customer, stock, quote and order information into the same operational view.
Features & benefits
What the Quotes & Proposals module does.
The module is customized for your requirements and can exchange information with other parts of your Zoop system.
Connected modules
Move from lead to quote to sales order in one connected workflow.
Centralized customer data
Use accurate customer information from one shared source.
Approval workflows
Set up workflows that keep approvals moving and reduce bottlenecks.
Tracking & reporting
Monitor quote status and conversions to improve your sales approach.
Error reduction
Use automated calculations and repeatable templates to improve accuracy.
How it fits
Connect this module to your wider operation.
Explore the Zoop solution areas this module can support, or review the complete module set.
Talk with the Zoop team
See how Zoop could fit your business.
Request access to the demo site, or talk with our team about your processes and requirements.