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Capture the order details you need from your clients, review for accurate pricing and trigger subsequent approval requests

Cloudfy Quote Workflows

Not all customers are the same, and neither are their requirements. By offering a ‘Request a quote’ option, you can show your customers that you’re ready and able to meet their needs. They can even add queries and attach documents to make their request that much more clear. Once your customer is happy with their quote, they can go straight to checkout to complete their purchase.

If your products are bespoke, you can find out exactly what your customer is looking for and be ready to give them the best possible solution at the most current and accurate price.

If you provide high volume products, the price may vary depending on the volume and order frequency. Shipping may affect your quote too, depending on when and where delivery is needed and the size of the order. You can include all these details to give an accurate answer through a fast and efficient workflow process.

Cloudfy Quote Workflows Interface
After you send the quote back to your client, they can view it, print it, download it, or even convert it to an order.

Create Draft Orders

You can prep a draft order for your customers while on the phone with them or in person, or they can start the process themselves and have you fill in the details after. You can even add in special promotions and comments. And you can email a link to your customers with the quote details and confidently discuss and check any details with them while both parties view the same information.

Empower Your Sales Team

By setting up all the relevant options in your quote workflow, your sales team can provide accurate quotes to your customers with confidence. If some details need to be checked with product specialists or managers, this can be included in the process too. And customers can login to see how their quotation is progressing and will be able to ask questions along the way.

Streamline with Integration

Integrating your quote process with your ERP system will allow you to check inventory levels, current material prices and more so you can confirm that you'll be able to deliver what you promise before sending quotes back to your clients. You can also minimize the risk of errors caused through manual data entry and everyone can share the same information at the same time.


For companies with complex product configurations, Cloudfy’s enhanced CPQ feature, integrated with your CRM or ERP, can help you and your customers save time and effort by automating quotes and generating accurate pricing quickly…  Learn More


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