Professional quotations that close the deal
Quotation creation in cashwerk is not an isolated step but part of a continuous sales chain—from first contact through the quotation to the paid invoice.
The typical quotation process in many companies looks like this: copy customer data from CRM, open a Word or Excel template, enter lines manually, calculate tax, export PDF, and send by email. Every change starts the process over. cashwerk removes those manual steps entirely. Quotations are created in the platform with automatic access to CRM customer data, the Asset Manager for standard lines, and configurable tax rates.
Tight integration with the sales pipeline is the differentiator. From a deal in the pipeline, you generate a quotation with one click. Relevant details—company, contact, deal value, and lines—are transferred automatically. The status workflow (draft, sent, approved, rejected, cancelled) gives your sales team transparency on every quotation. When a quotation is approved, it becomes a GoBD-compliant invoice with one click.
The Asset Manager acts as your central service catalogue and speeds up quoting. Instead of retyping lines, you pull predefined materials, services, and equipment—with units, standard prices, and descriptions. That keeps quotations consistent and cuts pricing and quantity errors.
A professional impression comes from automatic PDF generation with your logo and company details. Quotations are sent by email from cashwerk, archived in Drive, and referenced uniquely via quotation number. Automatic numbering with configurable ranges avoids gaps and duplicates—an often underestimated part of proper business documentation.
