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.

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20+ Years of Happy Clients

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An Excellent Partner for Enhancements and Resources

Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++

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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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Good Integrator to Work With

W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.

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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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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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Great CRM Partner!

We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.

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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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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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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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