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Quotation Preparation Software

Create Fast, Easy, and Impressive Quotes

Create corporate-format quote designs using the quote wizard, automatically revise your quotes, and send them via mobile or email. Try Planports Quotation Preparation Software now.

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Quotation Template

Create corporate quotes in multiple formats.

Quote Sending

You can send your quotes via email through Planports CRM+.

Convert to Order

You can instantly convert your quotes into orders and then invoice them.

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Planports CRM+

All Features

Advanced features designed for easily preparing your quotes and managing your business end-to-end.

Lead, Prospect, and Customer Management

Access your customer information anytime

Sales Automation

Drive the growth of your sales

Quotation Management

Prepare your quotes very quickly and easily

Marketing Automation

Collect your leads from the channels you prefer

Process and Project Management

Manage all process steps in detail

Meeting and Appointment Management

Record all your meetings

Task Management

Track the work of all your users

Performance Management

Measure and increase sales performance

Advanced Reporting and Analysis

Analyze your sales and financial situation

Order Management

Convert your sales into orders

Inventory Management

Manage your product and material stocks

Basic Finance and Pre-Accounting

Manage your pre-accounting with a single software

quotation preparation software

What is Quotation Preparation Software?

In terms of sales communication, preparing and presenting a sales quote to a customer is the most important step in the art of sales. Preparing a sales quote for a customer means gaining a potential customer. The more accurately this step is taken, the closer you get to the sale. In this article, we explained how a sales quote should be created.

how to prepare a quote

What is a Sales Quote? How to Prepare One?

We discussed what a sales quote is, how it is prepared, how it is sent to your customers, and how to manage the process after sending it. We also tried to share details that we believe will be useful for your sales processes. We hope you find the content useful.

How to create a sales quote?

How to Create a Sales Quote?

A unique sales proposition is a tool that summarizes how your business, product, or service differs from your competitors. It defines what makes your business a better choice and why your target customers should choose you over the competition.

User Reviews

What Our Users Say About Planports CRM

More than 20,000 people in Turkey, Europe and Africa use Planports CRM software.

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Berk GÖL
Dentavita Oral and Dental Health Center - Dentist, Business Owner
We receive professional and conscientious service
As Dentavita Oral and Dental Health Clinic, we provide services in the health sector, including health tourism. We would like to thank the Planports CRM software team for their support in terms of ease of use, speed of communication, patient contact speed, patient follow-up, and for professionally and conscientiously supporting us for our success in the industry.
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Özlem Başaran Oral
Fresenius Medical Care - Director of Purchasing and Special Projects
We Have Been Receiving Uninterrupted Support for 11 Years
As Fresenius, we are a German company that is the world leader in the dialysis industry. We have been working with the Tekvita team for nearly 12 years for both our domestic and international projects. We receive support in many areas such as purchasing, sales, and process tracking. We thank them once again for the work we carry out as colleagues of the same organization, not like two different companies, and for their devoted contributions.
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Redif Ekinci
Döveç Group - Cyprus
Easy to Use, Excellent Support Service
As Döveç Group, we manage the management of our call center team and the meeting plans of our sales team with Planports. We successfully carry out our marketing activities in more than 20 countries. We also use Planports for business tracking processes. We are very satisfied with the easy-to-use interface, fast and successful support services. We thank them for their contributions to our success in mobile operations management for our field team.
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Fırat Tarhan
NP Brain Hospital - Board Member
We Preferred It for the Management of Our International Patients
As NPİSTANBUL Brain Hospital, we are Turkey's first and Europe's second brain hospital. We carry out the proposal processes of our international consultants via Planports CRM. The opportunities in social media integrations and the experienced Tekvita staff have been the biggest factor in our preference for Planports CRM software. A customer satisfaction-oriented and user-friendly organization.
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Birol Uğur
Ikarus Technology - Group Director / Sales and Business Development
We Always Work with the Best
As Ikarus Technology and Destek Bilişim, we are a technology company that develops industrial automation in Turkey and provides solutions to industry leaders. During our search for a solution for our CRM needs, we came across Planports. When they told us that the use of CRM would contribute to the increase in our sales, we did not understand how this would be possible. We have been working together for 4 years and during this time we have seen that this is really true. Just switching to Planports CRM has increased our turnover by 27%.
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Ercan Yavaş
Başaran Bilişim Academy - Business Owner
The fastest CRM software!
We have been serving as a Microsoft authorized training and exam partner for 19 years. We manage the entire process from the moment we meet the student to the completion of their training and the delivery of their certificates with Planports CRM software. We have understood the importance of accessing data from anywhere and anytime. We use both accounting and CRM features extensively. It definitely provides efficiency. It both organizes processes and shortens the time in daily repetitive tasks. We recommend Planports CRM to everyone.
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