Create, Approve, Track & Convert Quotations Faster
Generate professional quotations directly from opportunities, manage multiple quote versions, automate discount approvals, track negotiations, and convert approved quotations into orders — from one Salesforce-native platform.
Most Manufacturing Companies Lose Control Once Quotations Are Shared
Excel quotes, email versions and informal approvals quietly leak margin every quarter.
Sales teams share quote versions through email with no tracking or control.
Pricing, discounts, taxes and product details are maintained manually.
Large discounts get informal approvals with no audit trail or visibility.
Expired quotations continue circulating without control.
Management can't see how many revisions happened before closure.
Teams can't identify which quotes are converting and which are lost.
Turn Qualified Opportunities into Professional Quotations in Minutes
Every quote inherits its full commercial context — no duplicate data entry, no copy-paste errors.
Support Multiple Commercial Scenarios Without Losing Visibility
Manufacturing sales often needs alternative proposals, bundles and revisions. Track every version with full customer response history.
Opportunity ├─ Quote Version 1 ├─ Quote Version 2 ├─ Quote Version 3 └─ Final Approved Quote
Build Complex Manufacturing Quotations with Ease
Add multiple products to a single quotation.
Create bundled manufacturing solutions.
Configure custom manufacturing requirements.
Group products logically across the quote.
Track quantities, UOM and tiered pricing.
Detailed product specifications.
Optional product visuals on the proposal.
Expected delivery commitments.
Product warranty details by line item.
Optional installation and commissioning services.
Control Discounts Without Slowing Down Sales
Configurable approval workflows enforce discount thresholds with full audit trail.
Never Lose Control of Expiring Quotations
Track validity, drive reminders and trigger renewals automatically.
- Expiry reminders
- Customer reminders
- Salesperson alerts
- Manager notifications
- Quote renewal suggestions
Generate Professional Quotations Consistent with Your Brand
Track Every Commercial Discussion
Capture customer feedback, revisions, competitor mentions and discount requests — visible to management at every step.
Keep Opportunities and Quotations Perfectly Aligned
When the final quote is approved, the opportunity, forecast and pipeline update automatically — one commercial baseline for the deal.
- Final quote marked as approved
- Opportunity value updates automatically
- Opportunity stage updates automatically
- Revenue forecast updates automatically
- Quote status syncs with opportunity
Convert Approved Quotations into Orders Instantly
Define Commercial Terms Before the Order Is Created
Lock in payment milestones at quote time so collections, revenue recognition and ERP integration stay aligned.
- Expected Collections
- Payment Schedule
- Outstanding Amount
- Revenue Recognition
Know Which Quotations Are Driving Revenue
- •Total Quotations
- •Active Quotations
- •Approved Quotations
- •Expired Quotations
- •Quotes Sent
- •Quotes Accepted
- •Quotes Rejected
- •Conversion %
- •Discounts Applied
- •Discount Approval Requests
- •Margin Impact
- •Quotes Expiring This Week
- •Expired Quotations
- •Renewal Opportunities
- •Quotes Generated
- •Conversion Rate
- •Revenue Won
- •Product-wise Quote Value
- •Product-wise Conversion
- •Product Demand Trends
- •Quote Value by Territory
- •Quote Conversion by Territory
- •Revenue Forecast by Territory
- •Quotation Pipeline
- •Expected Revenue
- •Forecast Revenue
- •Won Revenue
Let AI Identify Which Quotations Need Attention
AI continuously analyzes quote behavior, approvals and buying signals — surfacing what matters now.
Create Faster, More Accurate and More Profitable Quotations
Frequently asked questions
Can quotations be created directly from opportunities?+
Yes. Quotes are generated in one click from any opportunity and automatically inherit customer, contacts, products, quantities, pricing, territory and ownership — no duplicate data entry.
Can multiple quotations be managed under one opportunity?+
Yes. You can maintain multiple quote versions per opportunity — standard, discounted, bundled, annual contract — with full revision history and customer responses.
Can discounts be approval controlled?+
Yes. Configurable approval workflows route discounts by % or value to executives, regional managers, sales directors or management with full audit trail.
Can quote expiry dates be tracked?+
Yes. Validity periods, expiry dates and customer review status are tracked with automated reminders to customers, salespeople and managers, plus renewal suggestions.
Can approved quotations update opportunities automatically?+
Yes. Marking a final quote as approved updates the opportunity value, stage, revenue forecast and quote status automatically.
Can quotations be converted into orders?+
Yes. Approved quotes convert into sales orders with line items, payment milestones, delivery schedule, production planning requests and ERP integration events.
Can product bundles be included in quotations?+
Yes. Bundles, MTO configurations, multiple categories, descriptions, images, warranty and installation scope can all be added to a single quote.
Can payment milestones be managed?+
Yes. Advance, delivery, installation, retention and final settlement milestones are defined on the quote and carried into the order and collections process.
Can AI identify quotations likely to close?+
Yes. AI surfaces quotes with high closure probability, expiring quotes, buying-intent signals, stalled negotiations, approval delays, margin risks and upsell opportunities.
Can management monitor quotation performance?+
Yes. Real-time dashboards cover overview, conversion, discounts, expiry, salesperson, product, territory and revenue performance.
Ready to Accelerate Your Quote-to-Order Process?
See how Manufacturing One helps manufacturers create quotations, manage approvals, track negotiations, forecast revenue, and convert quotes into orders from one Salesforce-native platform.