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Quotation Management

Professional quotations in less time

Create quotes from standard templates, linked to the lead or customer, with automatic totals and tax — then track which were sent, accepted or expired.

Create Professional Quotations in Less Time with MI-Btrack CRM

Faster quotes win more deals

Typing quotations in Word or Excel takes time and invites mistakes. A slow or wrong quote often means a lost customer.

MI-Btrack keeps quotations connected to customer and lead records, so creating, revising and tracking them is quick and consistent.

Quick quote creation

Build quotes fast with built-in estimation tools.

Standard templates

Consistent, branded quotations every time.

Linked to leads & customers

Every quote sits on the right record.

Revisions & options

Manage multiple versions for the same enquiry.

Fewer errors

Automatic totals, tax calculation and item catalogue.

Quotation history

Track sent, accepted, negotiated and expired quotes.

Invoice & PaymentsTurn accepted work into invoices and track collections.
Explore Invoice & Payments →

Ready to transform your service business?

Streamline field staff tracking, automated AMC renewals, leads and billing. Book a free live demo and see MI-Btrack with your own workflow.

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