Smart Quotation System
Inno CRM's Smart Quotation System makes it easy to create and manage professional quotes with just a few clicks. Whether you're registering a new client or generating a quote for an existing one, the process is seamless. Send quotations as polished PDF documents via email, complete with optional attachments like company brochures or sample invoices. Customize each quote with your own branding, logo, and letterhead to ensure a consistent, professional presentation. You can also choose whether to include your email signature, giving you flexibility in how you communicate.
Designed for efficiency and clarity, the system supports reusable templates, quote duplication, and multi-currency formats-perfect for both local and international clients. Track when a client views your quote and how many times it’s opened, helping you follow up at the right moment.
Quotes can be converted into invoices instantly, reducing admin time and streamlining your workflow. With support for detailed product listings, VAT calculations, and payment terms, every quote is transparent, accurate, and client-ready-helping you close deals faster and smarter.
Core Features
Create & Manage Quotes
Quickly register a new client or generate a quote for an existing one. Manage all your quotations in one place for easy tracking and updates.
Send Quotes as PDFs
Deliver professional quotations directly to clients via email in PDF format—instantly and effortlessly.
Attach Supporting Documents
Include additional files with your quote such as brochures, product catalogues, or sample invoices for added context.
Custom Branding
Tailor each quote with your company’s logo, colours, and letterhead to maintain consistent, professional branding.
Flexible Email Signatures
Choose to include or exclude your email signature when sending a quote—perfect for adjusting tone and presentation.
Templates & Quote Duplication
Speed up your workflow with reusable quotation templates or duplicate previous quotes in just a click.
Multi-Currency Support
Send quotes in any currency based on your client’s location—ideal for international business and cross-border sales.
Convert to Invoice Instantly
Turn approved quotes into invoices with a single click, saving time and reducing manual work.
Quote View Tracking
Get notified when a client opens your quote. See how many times it’s been viewed to gauge interest and follow up effectively.
Product & VAT Details
Add line-item product descriptions, VAT breakdowns, and payment terms to keep your quotes clear and compliant.
eSignature Features
Enable or Disable eSignature
Easily turn the eSignature feature on or off depending on your business needs or client preferences.
Sign on Any Device
Clients can securely sign quotations using any device—desktop, mobile, or tablet—for complete flexibility.
Capture IP Address
Automatically record the client’s IP address at the time of signing for added verification and security.
Track Date, Time & Location
Log the exact date, time, and geographic location when the signature was captured to ensure full transparency.
Identify Signing Device
Know which type of device (e.g. mobile, desktop, iPad) was used to complete the signature for an extra layer of auditability.
