{"id":927,"date":"2026-06-05T10:10:00","date_gmt":"2026-06-05T07:10:00","guid":{"rendered":"https:\/\/delbig.com\/cozumler\/teklif-ve-proforma-yonetimi\/"},"modified":"2026-06-10T22:50:00","modified_gmt":"2026-06-10T19:50:00","slug":"teklif-ve-proforma-yonetimi","status":"publish","type":"page","link":"https:\/\/delbig.com\/en\/cozumler\/teklif-ve-proforma-yonetimi\/","title":{"rendered":"Quote and Proforma Management"},"content":{"rendered":"
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Quote and Proforma Management: Start Sales from One Record<\/h2>\n

In Delbig CRM, the quote and proforma process brings customer information, product selection, price lists, discounts, currency, PDF output, WhatsApp\/email sharing and visit tracking into the same workflow. Whether the sales team starts from a store conversation, a field visit or an export proforma request, the quote record becomes a solid foundation that can later turn into an order.<\/p>\n<\/div>\n

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\"Delbig<\/a>
Enlarge quote and proforma detail<\/figcaption><\/figure>\n<\/div>\n
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\"Delbig<\/a>
Enlarge quote and proforma detail<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n

Quotes and proformas are managed on the same record<\/h2>\n

In most companies, a sales opportunity starts from different channels. A showroom conversation, phone request, field visit, dealer request, export proforma request or repeat pricing work should all connect to the same point: a clear, traceable and current quote record to send to the customer.<\/p>\n

In Delbig CRM, the quote record carries the customer, products, prices, currency, discounts, notes, validity date and follow-up status together. The team does not just prepare a document; it also sees which customer, which products, which total and which stage the quote is moving through from the same place.<\/p>\n

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The quote detail shows product rows, customer information, status, visit count, WhatsApp, email, PDF and convert-to-order actions on the same screen.<\/figcaption><\/figure>\n<\/div>\n
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\"Delbig
The quote detail keeps product rows, customer information, status, visit count, WhatsApp, email, PDF and convert-to-order actions on the same screen.<\/figcaption><\/figure>\n<\/div>\n<\/div>\n

Where does a quote start?<\/h2>\n

Quote management should not be treated as simply preparing a price list. When a sales representative first calls the customer, when a request comes from a dealer portal or when an export customer asks for a proforma, the record connects to the same sales memory. That record can later be revised, turned into a PDF, shared as a link or moved into the order workflow when accepted.<\/p>\n

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Workflow starting from a sales conversation<\/h3>\n