After the quote is shared

Customer quote views become a sales follow-up signal

PDF or WhatsApp delivers the file; a digital quote link also leaves a view history on the quote record so the sales team can prioritize follow-up.

  1. The quote link is sent to the customer.
  2. View and visit information appears on the quote record.
  3. The sales representative follows up based on visible interest.
  4. Accepted product lines continue into the order without re-entry.
View Quote & Proforma plan
Delbig CRM digital quote view and visit tracking screen

Delbig CRM

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.

Delbig CRM quote and proforma detail with products, customer, totals and sharing actions
Delbig CRM quote and proforma detail with products, customer, totals and sharing actions

What this workflow covers

  • Prepare quotes and proformas with customer, product, price, discount, tax and total details in one record.
  • Share PDF, Excel, WhatsApp or digital quote links and track customer visits before the order is confirmed.
  • Convert accepted quotes into orders without re-entering product rows or customer information.

Quote and proforma workflow in Delbig

Quote editing settings for customer, currency, validity and delivery terms
Quote editing settings for customer, currency, validity and delivery terms
Product rows with images, quantities and realistic line discounts
Product rows with images, quantities and realistic line discounts
Proforma preview prepared with fully synthetic company, customer and product data
Proforma preview prepared with fully synthetic company, customer and product data
Quote visit details with anonymous activity, device and interaction information
Quote visit details with anonymous activity, device and interaction information

Related workflows

Product and Price List Management Manage individual prices, bulk updates, Excel import/export, PDF price lists, multi-currency lists, customer/user assignment and price history with Delbig CRM. Order Tracking Manage orders that start from quotes, direct sales or the B2B portal with product source, supplier, warehouse and shipment steps in Delbig CRM.

Related Delbig CRM resources

Product and Price List Management | Delbig CRM Manage individual prices, bulk updates, Excel import/export, PDF price lists, multi-currency lists, assignments and price history. 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 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

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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