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.

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.