SAAR Quote follows a deal through demo, requirement, quotation, approval, payment and onboarding, on one timeline. Every quotation revision is kept, so nobody has to ask which version was actually approved.
Follow a deal through lead, demo, requirement, quotation, approval, payment and onboarding without switching tools.
Quotations are never overwritten. Every revision stays on record with who changed it and when.
Send a quotation for internal or client approval and see exactly where it stands at any moment.
Once payment is confirmed, the deal moves into onboarding with no re-entry of data.
Log a new lead the moment it comes in, with source and contact details.
Schedule a demo, record what the customer actually needs.
Send a quotation, revise it as needed, route it for approval.
Record the payment and hand the deal straight to onboarding.
Yes. Every time a quotation is revised, the previous version stays on record, so you can always see what was sent and what was actually approved.
Yes. Quotations can be routed through an approval step before they go out, and the status is visible to everyone on the deal.
The deal moves directly into onboarding using the same record, so nobody has to re-enter customer or deal details.
Move deals from lead to onboarding without losing a single revision.
SAAR Quote