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.