Concept guide, CRM
What is quote preparation software?
- Author
- PureField
- Published
- Updated
Quote preparation software lets sales teams build pricing, scope, product lists, and documents in CRM instead of Excel or Word templates. Alongside the PDF, good quote preparation software checks cost and margin before the quote goes out and records acceptance or rejection on the quote. In PureField, a quote opens from the CRM opportunity record, becomes an order when accepted, and is shared together with documents in the digital sales room.
What should quote preparation software include?
| Capability | Why it matters |
|---|---|
| Product and price list | Consistent pricing |
| Scope and notes | Reduces misunderstanding |
| Cost and margin check | Low-margin lines show before the quote goes out |
| PDF output | A clean document to send the buyer |
| Accept / reject record | The outcome is marked on the quote |
| Sales room | Quote and documents on a page made for the buyer |
| CRM connection | Opportunity and customer record stay linked |
How is it different from Excel or PDF?
| Excel / PDF | Quote preparation software |
|---|---|
| Files multiply in folders | The quote sits on the opportunity record |
| Email attachment | A buyer-specific link in the sales room |
| Margin worked out by hand | Purchase cost and margin show per line |
| Order opened by hand after acceptance | An accepted quote becomes an order |
How does quote preparation work in PureField?
1. An opportunity record opens in CRM. 2. The quote opens from the opportunity; products, pricing, and scope are entered. 3. Each line's purchase cost and margin are compared with catalog prices and past purchases; low-margin lines show before sending. 4. The quote goes out as a PDF or is shared with documents in the digital sales room. 5. Acceptance or rejection is marked on the quote. An accepted quote becomes an order, and the sales team creates the customer's QR equipment records from its lines.
Who is it for?
- B2B sales teams
- technical and project-based quoting
- multi-line or complex pricing teams
- organizations clarifying post-sale service scope
Evidence
- Margin check
- Each line's purchase cost and margin show before the quote goes out.
- Sharing
- The sales room gathers the quote and documents behind one link.
- Operations link
- An accepted quote becomes an order and stays on the same customer record.
Review your quote preparation and digital sales room flow together in a PureField demo. Book a demo
Frequently asked questions
Where is the invoice issued after a quote is accepted?
In the Finance module. Quote preparation software focuses on commercial quotes and opportunity management; an accepted quote becomes an order, and the invoice is issued in Finance.
Can quotes still be sent as PDF in PureField?
Yes. The quote goes out as a PDF; you can also share it in the sales room on a buyer-specific link, together with presentations and documents.
Does quote preparation connect to the service module?
Yes. An accepted quote becomes an order, and the sales team creates the customer's QR equipment records from its lines. The service team sees what was sold on the equipment record.