“QUOTATION SOFTWARE.”
bold-quotation is quotation software for a big company’s sales team — one place to build, send and track every quote the team puts in front of a client.
BOLD-QUOTATION
bold-quotation
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murilo m
murilo mquotation software
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Architecture
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Sales Team / Big Co.
Quotation software for a big company’s sales team
QUOTESENDCLOSED
Quote document, raw concreteSheet A–01
STATUS / LIVE
- #Q-1042SENT
- #Q-1039ACCEPTED
- #Q-1036REJECTED
“QUOTATION.
SENT.
TRACKED.”
The everyday artifacts of quoting — line items, totals, statuses and the shareable link — made fast and legible for a high-volume sales team.
“WHO IT’S FOR.”
- 01Sales representatives — build quotes with line items and pricing, send them and follow each status.
- 02Sales managers — oversee the team’s pipeline of quotes and their outcomes.
- 03Clients who receive quotes — respond to a quote directly from its link.
3 ROLES
“WHAT IT DOES.”
- 01Create and send quotes with line items, pricing and totals.
- 02Clients ACCEPT or REJECT from a shared link, no account needed.
- 03The team tracks many quotes and their outcomes in one place.
ONE RECORD
Shareable link
The client opens the link.
When a sales representative sends a quote, a shareable link is produced. The client opens that link without an account, reviews the line items and totals, and accepts or rejects the quote directly from the page.
RecordedThe recorded decision updates the quote’s status for the representative and the team pipeline.
Path / Quote to status05 STEPS
- 01QuoteRep builds line items and totalsREP
- 02SendQuote is sent to the clientREP
- 03LinkA shareable link is producedNO ACCOUNT
- 04Client decisionAccept or reject directlyAcceptReject
- 05StatusDecision recorded on the quoteTEAM
SALES TEAM / BIG CO.
START A QUOTE.
Sales Team / Big Co.
Quotation software for a big company’s sales team
QUOTESENDCLOSED
Quote document, raw concreteSheet A–01
STATUS / LIVE
- #Q-1042SENT
- #Q-1039ACCEPTED
- #Q-1036REJECTED
“QUOTATION.
SENT.
TRACKED.”
The everyday artifacts of quoting — line items, totals, statuses and the shareable link — made fast and legible for a high-volume sales team.
“QUOTATION SOFTWARE.”
bold-quotation is quotation software for a big company’s sales team — one place to build, send and track every quote the team puts in front of a client.
BOLD-QUOTATION
“WHO IT’S FOR.”
- 01Sales representatives — build quotes with line items and pricing, send them and follow each status.
- 02Sales managers — oversee the team’s pipeline of quotes and their outcomes.
- 03Clients who receive quotes — respond to a quote directly from its link.
3 ROLES
“WHAT IT DOES.”
- 01Create and send quotes with line items, pricing and totals.
- 02Clients ACCEPT or REJECT from a shared link, no account needed.
- 03The team tracks many quotes and their outcomes in one place.
ONE RECORD
Shareable link
The client opens the link.
When a sales representative sends a quote, a shareable link is produced. The client opens that link without an account, reviews the line items and totals, and accepts or rejects the quote directly from the page.
RecordedThe recorded decision updates the quote’s status for the representative and the team pipeline.
Path / Quote to status05 STEPS
- 01QuoteRep builds line items and totalsREP
- 02SendQuote is sent to the clientREP
- 03LinkA shareable link is producedNO ACCOUNT
- 04Client decisionAccept or reject directlyAcceptReject
- 05StatusDecision recorded on the quoteTEAM
SALES TEAM / BIG CO.
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