Delbig CRM

Project-Based Sales Teams

Create project quote lines from renders and visuals, manage CBM, weight, package details, PDF/image attachments and customer revision requests in one Delbig CRM workflow.

Delbig CRM project quote screen with drag and drop custom lines from visuals
Delbig CRM project quote screen with drag and drop custom lines from visuals

What this workflow covers

  • Create custom quote lines from renders, photos or project visuals without forcing every item into a standard catalog first.
  • Manage CBM, weight, package, measurement and technical notes alongside PDF/image attachments.
  • Handle customer revision requests with clearer differences between the original and requested line values.

Related workflows

Quote and Proforma Management Manage products, prices, customers, discounts, PDF output, WhatsApp/email sharing, visit tracking and quote-to-order conversion in one Delbig CRM workflow. Export and Proforma Workflows Manage export proforma workflows in Delbig CRM with CBM, cubic meters, weight, package count, 20DC/40DC/40HC container calculation, PDF/Excel, Packing List and customer visit tracking.

Related Delbig CRM resources

Quote and Proforma Management | Delbig CRM Manage products, prices, customers, discounts, PDF output, WhatsApp/email sharing, visit tracking and quote-to-order conversion. Open page Export Proforma Workflows | CBM and Packing List | Delbig CRM Manage export proformas, CBM, container calculations, package count, Packing List, PDF/Excel output and customer sharing in Delbig CRM. Open page Order Tracking | Inventory and Shipment | Delbig CRM Manage orders from quotes, direct sales or the B2B portal with inventory, supplier, warehouse and shipment steps in Delbig CRM. Open page

Review this workflow with Delbig

Share your sales, quoting, stock or operation flow with us; we will map the right Delbig setup for your team in a short meeting.

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