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Common CRM problems in Quotation Specialist

Why most CRMs
don't work for
Quotation Specialist

Most CRMs lack the workflow flexibility and automation needed for quotation workflows, making it difficult to handle complex, high-touch, or regulated quoting processes that require customization and frequent non-linear steps.

Illustration showing common CRM problems and frustrations

Common frustrations seen across the Quotation Specialist field

"The system doesn’t let me adjust the quote process to fit unique client requirements."

"There’s no way to automate multi-stage approvals or follow-ups specific to quotes."

"It’s hard to track revisions and special terms in one place—I’m forced to use spreadsheets outside the CRM."

"I spend too much time on manual data entry and chasing information across disconnected steps."

Monday.com CRM solution for Quotation Specialist

So, What makes monday CRM
perfect for Quotation Specialist?

Effortless Quote Creation

Built-in templates and board data make generating professional, accurate quotes fast and consistent.

Custom Workflows & Automation

No-code automation handles approvals, follow-ups, and reminders, reducing manual work and errors.

Track Everything in One Place

Quotes, approvals, and statuses are all organized on a single board for complete pipeline visibility.

Easy Customization

Flexible boards and fields let you tailor the quoting process to fit any business requirement or client.

Use cases for Quotation Specialist

Key use cases

Quotation-Specialists use monday CRM to streamline, automate, and track every step of the quoting process for faster and more accurate sales workflows.

💡

Automated Quote Generation

Easily create, customize, and send professional quotes to clients, reducing manual work and speeding up response times.

🔀

Streamlined Quote Revisions

Keep all quote versions organized and accessible, making it simple to update, approve, or resend revised offers as needed.

🕒

Automated Follow-Ups

Set reminders and trigger automated follow-up emails to clients, ensuring no quote-related opportunity is missed.

📊

Tracking & Analytics

Monitor quote status, approval rates, and win/loss data to analyze performance and identify process improvements.

🤝

Collaboration Across Teams

Collaborate in real time with sales, finance, and operations by sharing notes, files, and feedback within the CRM.

🔒

Centralized Documentation

Maintain a secure, searchable archive of all sent, pending, and declined quotes for compliance and easy retrieval.

Integrations and FAQ

Everything
integrated

Frequently
asked
questions

monday CRM provides easy-to-use Quote & Invoice features, allowing you to quickly build, customize, and send polished quotes directly from your CRM board.

You can monitor every quote’s progress in real time on a dedicated Quotes & Invoices board, sorting or filtering by status, client, or document type to keep everything organized.

With monday CRM, you can set up automations to notify you or your team when a quote’s status changes or if customer action—like payment or approval—is overdue.

monday CRM lets you create templates and pre-fill data, ensuring quotes are always accurate and consistent for your customers.

You can add columns to track extra details—such as approval status or special notes—so the board fits your workflow perfectly.

Board permissions let you decide who can view, edit, or delete quotes, keeping sensitive information secure within your team.

monday CRM centralizes customer data and quote history, making it easy to track conversations, documents, and decisions for each client all in one location.

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