Sales Quotation Workflow

The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations. The sales manager initiates the Sales Quotation Flow to collect all needed information for the creation and approval of a sales quotation inside their organization. This data can be used to complete the sales department’s records, update a CRM or other sales management software.

Learn How to Automate Your Sales Quotation Distribution

Giving your customers relevant information on products and services that your company provides is a way to loyalty and a clear understanding of what people are looking for. With the help of airSlate workflow automation platform, you can organize your sales quotations into an efficient system and get the following benefits:

  1. Make use of the advanced editor where you can draw up documents and customize them or go to the library of Flows and check for a Sales Quotation.
  2. Manage each fillable field in the document to speed up its completion.
  3. Automate routine processes to save time on multi-level workflows that will be performed by Bots.
  4. Make sure that the sensitive information of your customers and colleagues is highly protected while being stored in Amazon 3S data centers.

Get the whole selling cycle completed with a solution that allows to manage your deals and collaborate with colleagues and customers within a single Workspace.

Use Workflow
form
Documents & Forms included:
HTML_FORMS
Sales Quotation
35 Fillable fields
Use Workflow
Bots included:
open-as-role-addon
Open as Role Bot
salesforce-prefill-addon
Pre-fill from Salesforce Record Bot
Pre-fill Slate from Salesforce record
google-spreadsheets-prefill-addon
Pre-fill from Excel Spreadsheet Bot
Pre-fill a Slate with data from XLS/XLSX file
packet-name-addon
Assign Slate Name Bot
Assign a name for a completed Slate
send-slate-addon
Send a Slate with Roles Bot
Assign custom roles to teammates
salesforce-export-addon
Export to Salesforce Bot
Upload Slates to the record inside Salesforce
google-spreadsheets-export-addon
Export to Google Sheet Bot
Export data from a Slate to Google Sheets