Quote Management
Quote Management That Closes the Loop
What the current workaround hides
The issue is not the tool itself. It is what happens when the next team cannot see the update.
No Visibility on Quote Status
Team sends quotes but no one knows which are pending, accepted, or lost. Deals fall through cracks.
Pending Approvals Blocking Sales
Quotes wait days for manager approval. Customer moves on. Revenue lost due to slow internal process.
Duplicate Quotes for Same Customer
Multiple sales reps quoting the same customer simultaneously. Price inconsistency confuses buyers.
The connected FactoStack workflow
Each update stays attached to the operational record that caused it.
Real-time Status Dashboard
See all quotes by stage: Draft, Sent, Viewed, Negotiating, Won, Lost. Filter by rep, customer, or date.
Bulk Approval Actions
Manager approves or rejects multiple quotes at once. Never create bottlenecks with individual reviews.
Duplicate Detection
System warns when a quote is created for a customer who already has an open quote from another rep.
Full Audit Trail
Every change, approval, and rejection is logged with timestamp and user. No disputes.
Key Capabilities
The product records and controls available to the team.
Pipeline View
Kanban-style pipeline shows every quote by stage. Drag to move or click to update.
Status Filters
Filter quotes by status, date range, sales rep, customer segment, or value.
Bulk Approvals
Select multiple pending quotes and approve or reject in one action.
Audit Trail
Full log of who created, edited, approved, or sent each quote and when.
Duplicate Detection
Automatic check for existing open quotes for the same customer.
Win/Loss Analysis
Track won vs lost quotes by rep, customer type, or product category.
How It Works
How the record moves from one role to the next.
Quote Created
Sales rep creates quote and submits for approval
Manager Reviews
Bulk or individual approval with comment option
Customer Receives
Quote sent via WhatsApp or email with read receipt
Order Conversion
Customer accepts — one-click conversion to sales order
How Quote Management Connects
How this module shares information with the rest of FactoStack.
Quotes
Quote Management is the tracking layer on top of the Quotes module.
CRM & Sales
Win/loss data feeds back into CRM for pipeline accuracy.
Sales Orders
Won quotes convert directly to sales orders without duplication.
Reporting
Quote performance reports: win rate, average days to close, top reps.
Excel vs FactoStack
| Feature | Excel / Manual | FactoStack |
|---|---|---|
| Quote pipeline visibility | ❌ None | ✅ Real-time dashboard |
| Bulk approvals | ❌ One at a time | ✅ Multi-select approve |
| Duplicate detection | ❌ Manual check | ✅ Automatic warning |
| Audit trail | ❌ No log | ✅ Full history |
| Win/loss analysis | ❌ Manual tracking | ✅ Built-in reports |
See It In Action
Real screens from the FactoStack platform.
Quote Pipeline
All quotes by stage in one view
Bulk Approval Screen
Review and approve multiple quotes at once
Included in Your Subscription
FACTORY MANAGER includes quote management and more
- Quotations & invoicing
- GST-compliant invoicing
- CRM & sales orders
- Bill of Materials (BOM) & routings
- Shop floor tracking (QR job cards)
Frequently Asked Questions
How does duplicate detection work?
When a rep starts a new quote, the system checks if an open quote exists for the same customer within the last 30 days and alerts the rep.
Can I set quote expiry dates?
Yes. Each quote has an expiry date. Expired quotes are automatically moved to 'Lapsed' status and the customer can be re-engaged.
Is there a win/loss reason tracking?
Yes. When marking a quote as Lost, the rep selects a reason (Price, Competitor, Timing, etc.). This feeds into analytics.
