Quote Management

Create quotes quickly and easily streamline your sales cycle and increase deal velocity with our CRM quotation software for small and large businesses.

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Quote Management Systems

SugarCRM Quote Management screenshot

Combine an Intuitive User Experience with an Extensible Platform

Sugar’s CRM Quote Management System combines both an intuitive user experience with an extensible platform serving the needs of businesses of all sizes.

You’ll also be able to:

  • Categorize quoted line items with grouping capabilities for superior organization and readability along with the ability to add inline comments for better detail.
  • Build quotes with greater efficiency via drag and drop reordering and export functionality to send to customers in their preferred PDF custom template.
  • Sell globally with multi-currency support. Work within your preferred currency while accommodating your customer’s choice within the same quote proposal.

Pair Sugar’s CRM Quote Management System with SugarBPM™ (available with Sugar Enterprise and Sugar Ultimate) to design and execute your business specific routing and approval rules.

The module also leverages Sugar Logic technology for its calculated fields meaning that customizations for field calculations and formulas come right out of the box. Businesses with complex quoting requirements also have the opportunity to extend the CRM Quotes module in a safer manner.

W-Systems is a SugarCRM Elite Partner award winning of the SugarCRM Global Reseller of the Year

SugarCRM has plans that scale with your team. No hidden fees or gotchas.

20+ Years of Happy Clients

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Second to None

We have found that W-Systems' knowledge and response time is second to none. They are always willing to take the time and use the necessary resources needed to answer our questions, resolve our issues and teach us whatever we need to learn. They are patient, informative and proactive.

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There Will Be Issues!

I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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CRMs are Personal and Complicated

CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.

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The Entire Team Works Hard

The entire team at W-Systems works hard to make sure you are satisfied with their service - be it resolving technical issues or implementing new technologies! BIG thumbs up!

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Instrumental in our Upgrade

Mark was instrumental in our upgrade to the latest version of GoldMine. Not only did Mark do the data conversion but he has subsequently resolved several issues that have surfaced with the GoldMine alarms & the daily backup process. Mark has been very accommodating to any contact I have made to either ask questions or resolve an issue. Previously we have worked with Bob thru the years to support our GM application and again very pleased with the support offered by Bob. I would highly recommend W-Systems Corp. for support.

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Excellent Partner!

Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.

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W-Systems is Wonderful!

W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.

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Stellar Service

We have worked with W-Systems for many years. Their service is stellar on every level, including the expertise and caring of their staff members.

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