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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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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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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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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Great Coding and Good Service!

Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.

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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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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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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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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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Excellent Experience Implementing SugarCRM

W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.

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