Quotation Creation & Management

Quotation Creation & Management

Fast, accurate and fully-tracked quotation workflows for modern businesses—from draft to approval to invoice.

The Quotation Creation & Management system helps businesses create professional, itemised and fully branded quotations in minutes—without external templates, spreadsheets or manual formatting.

Every quote is clean, clear and trackable from the moment it is sent. With TEERA.AI, you manage the entire quotation lifecycle effortlessly: drafting, sending, revising and converting accepted quotes into invoices with complete accuracy.

Create Quotes That Win Clients

The Quotation Creation & Management feature lets you build structured, itemised quotations that look polished and consistent every time—no design skills or external tools required.

With TEERA.AI, you can:

  • Create fully itemised quotations with pricing, units, taxes and discounts
  • Apply custom branding including logos, headers and colour themes
  • Add payment terms, validity dates and delivery or project notes
  • Duplicate or revise quotations with a single click
  • Convert approved quotations into invoices instantly

Your team sends quotes that look professional, accurate and aligned with your brand from day one.

Track Every Stage With Precision

Instead of sending quotes and hoping for a reply, you get full visibility into the quotation journey. TEERA.AI automatically records when a quotation is sent, viewed, accepted or rejected.

You benefit from:

  • Real-time quotation analytics and status tracking
  • Instant notifications when clients view or respond
  • Auto-recorded acceptance and rejection reasons
  • Faster sales cycles with fewer manual follow-ups
  • Organised quotation logs that are easy to search and review

With TEERA.AI, quotation tracking becomes smarter, faster and fully transparent for both sales and finance.

Streamlined Control for Sales & Finance Teams

Every quote generated is securely stored, categorised and searchable. Teams can filter quotations by status, date, client name or amount to manage multiple deals at once.

This helps businesses:

  • Close deals faster with a smooth quotation workflow
  • Maintain consistency in pricing and terms across teams
  • Eliminate errors caused by outdated templates or manual edits
  • Improve customer experience with clear, professional documentation
  • Ensure transparent communication from first quote to final invoice

Why Businesses Trust TEERA.AI Quotation Tools

Businesses choose TEERA.AI because it delivers clarity, professionalism and control without extra workload. Every quote sent represents your business at its best—accurate, branded and transparent.

They rely on it for:

  • Higher closing rates through professional presentation
  • Better negotiation confidence with itemised, clear pricing
  • Eliminated miscommunication via standardised quote formats
  • Time saved on repetitive quotation and follow-up tasks
  • Full visibility into the sales pipeline and quotation history

Experience Quoting Without the Hassle

Create polished quotations in minutes. Track client engagement in real time. Convert accepted quotes into invoices with a single click.

Start using TEERA.AI and simplify your entire quotation process—from creation to approval to conversion.

Start Free Demo Read FAQs

FAQs — Quotation Creation & Management

1) Can I customise the appearance of my quotations?

Yes. You can add logos, company branding, colour themes and formatted terms so every quotation reflects your brand identity professionally and consistently.

2) Does the system show when a client opens the quotation?

Absolutely. You receive real-time viewing notifications, helping you understand client interest and follow up at the right moment with the right message.

3) Can I revise or duplicate a quote without starting from scratch?

Yes. You can duplicate, revise and edit quotations instantly, making it easy to adjust pricing, quantities, terms or discounts while keeping a full history of changes.

4) Can I convert accepted quotations into invoices automatically?

Yes. Once a client approves a quotation, you can convert it into a tax-compliant invoice with one click, ensuring fast, accurate and error-free billing.

5) Does the system store all quotations securely for future reference?

Yes. Every quotation is archived, categorised and searchable, allowing your team to access past quotes, compare pricing, review negotiation history and reuse successful structures anytime.