Lead & quotation management

From first enquiry to approved quotation, in one place.

QuoteFlow CRM brings your leads, follow-ups, quotations and approvals together. Your team builds consistent, correctly calculated quotations, managers approve them with a clear record, and your customers receive a professional branded document every time.

Request a demo See how it works

Draft
Pending approval
Approved
Won

Dashboard showing total portfolio of 12 quotations worth PKR 23,038,980 and cards for Draft, Pending approval, Approved, Won, Rejected, Expired and Cancelled.

Never lose track of a lead

Record every enquiry with its source, priority and owner, and set the next follow-up date. The dashboard shows what's due today, what's overdue and which leads haven't been assigned, so every prospect gets a call back.

Leads dashboard showing 12 leads, 8.3% won and lost, 2 follow-ups today, 5 upcoming, 3 overdue and 2 unassigned leads, with pipeline counts by status. — Know who to call today, what's overdue and which leads have no owner.

Shaped around the way you sell

Set your own pipeline stages, lead sources and priority flags, and add the extra details your business tracks, such as organisation, department or budget, as custom fields. No development work needed.

Lead page showing custom fields Organisation, Item, Department, Type and Estimated budget, and a linked quotation NMS-2026-000001 marked Approved for PKR 4,387,900. — Add the fields your business needs, and see every quotation raised for the lead.

Accurate quotations, faster

Build quotations with multiple products, images, discounts and sales tax. Totals are recalculated by the server when you save, and your company defaults fill themselves in. Need to send the same offer to several buyers? Add them all in one step.

Quotation line item for a multiparameter patient monitor with quantity 4, rate 485,000, discount 40,000 and tax 18%, and an estimated grand total of PKR 2,242,000. — Add products, discounts and tax. The estimated total updates as you type.

Approvals you can trust

Quotations move from draft to approval in a controlled workflow. Only managers and administrators can approve, rejections record a reason, and every status change is kept with the name and time.

Quotation for Green Valley Clinic (Demo) pending approval, showing totals, the Change status control and status history "Draft → Pending Approval, changed by Hira Khan". — Managers review and approve or reject; every decision is recorded.

Professional documents, every time

Download a branded PDF with your logo, company details, cover letter, product images, totals and amount in words, or print it straight from the preview. Choose which sections to include for each customer.

A professional, branded quotation ready to send.

See the whole pipeline

Dashboards show quotation value by status, monthly trends, quotations due soon, and lead follow-up workload. Role-based access keeps each person to the right screens, and the activity history shows who changed what.

Dashboard lists of recent quotations and quotations due soon, each with its number, buyer, status, due date and total. — Recent quotations and those due soon, on the same dashboard.

How it works

Three steps from first enquiry to outcome

Track every lead, prepare accurate quotations and get them approved and out to customers, all in one system.

01
Capture the lead
Record the enquiry, its source and priority, assign an owner and set the next follow-up date.
02
Quote and approve
Create the quotation from the lead, add products and pricing, and submit it for manager approval.
03
Send and close
Download the branded PDF for your customer, follow up, and record the outcome as won, cancelled or expired.

Product walkthrough

See QuoteFlow CRM in 71 seconds

From the dashboard to a lead, its quotation and approval history, and the customer document.

What the walkthrough shows

0:00 Signing in to QuoteFlow CRM.
0:05 Dashboard: every quotation by status and value.
0:12 Leads dashboard: today's follow-ups, overdue and unassigned leads.
0:17 Leads list with status, source, flag, owner, follow-up date and custom fields.
0:25 A lead's details, with the quotation raised for it linked on the same page.
0:37 A quotation with product images, server-calculated totals, status history and audit summary.
0:56 The quotation preview, ready to download as a branded PDF.

Request a demo

See QuoteFlow CRM with your own workflow in mind

Book a guided demo with the CODEESK team. We'll walk through lead follow-up, quotation preparation, approval and the customer PDF, and discuss how the system would fit your business.