Quotation Management
Streamline Sales with Accurate, Efficient Quotes
BiznusSoft Field Services’ Quotation Management feature empowers your team to create, manage, and track quotes quickly and accurately. Automate approvals, ensure pricing precision, and accelerate the sales process — delivering faster turnaround and a smoother experience for both your team and your customers.
Trusted by 500+ companies worldwide
Salesforce
Microsoft
Oracle
ServiceNow
Trusted by 500+ companies worldwide
Salesforce
Microsoft
Oracle
ServiceNow
Key Features
BiznusSoft Field Service Quotation Management Key Features
Automated Approval Processes
Set up multi-level approval workflows for quotations and contracts to ensure accuracy and compliance before sending to customers.
Document Generation & Distribution
Generate, attach, and email professional quotations to customers with just a few clicks.
Quote Creation & Management
Generate quotations for sales and service orders directly within the platform, keeping all information centralized and organized.
Sales Tax Automation
Automatically calculate sales taxes using up-to-date tables, reducing errors and administrative work.
Seamless Work Order Integration
Once approved, convert quotations directly into Work Orders, linking sales and service for a smooth operational workflow.
Where others promise, BiznusSoft delivers.
Many quoting systems are disconnected from service operations, leading to delays and errors. BiznusSoft integrates quotes, approvals, and work orders in a single Salesforce-native platform. With BiznusSoft, quotation management isn’t just about pricing — it’s about accelerating sales and connecting your team to better customer outcomes.
Implementation, Training & Support
Ensure your sales and service teams are fully equipped to create accurate, timely quotes.
Custom Dashboards & Reporting
Track quote status, approval times, and conversion metrics in real time.
Proof of Concept
Test your quoting workflows before full deployment.
Tailored Customizations
Configure quote layouts, approval paths, and pricing rules to match your business.
