Drawing up quotations

Never accidentally miss out on a sale again: with Teamleader you can keep tabs on every sales lead. Draw up professional quotations and have them signed online. Sell more, faster.

EN offertes maken

1. A transparent sales process.

EN Overzichtelijk verkoopproces

1. A transparent sales process.

The Pipeline overview helps you sell more easily. Use the smart filters to save an overview. Display open, won or lost sales opportunities and filter sales by manager or team.

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2. Forecast your revenue.

Based on the expected decision date and success rate of your sales opportunities, Teamleader forecasts your revenue per quarter or month. Accurately and realistically.

2. Forecast your revenue.

EN Voorspel je omzet
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3. Automate your sales process.

EN Automatiseer je verkoopproces

3. Automate your sales process.

Do you want to sell better? Automate your sales process. If an opportunity moves to the next stage, Teamleader tells you what action to take.

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4. Quotations in your own house style.

Draw up persuasive quotations in your own house style, featuring your own logo. You can also use this style for other documents such as purchase orders, delivery notes or order confirmations. Add various layouts, and even your general terms and conditions.

4. Quotations in your own house style.

EN Offertes in eigen stijl
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5. Have customers sign quotations online.

EN Offertes online laten ondertekenen

5. Have customers sign quotations online.

Send a quotation for approval and receive a notification when the customer opens the quotation, gives feedback or has signed it online. You can now convert your quotation to an invoice with just one click.

Other software integrates perfectly with Teamleader.

No more cutting and pasting: Teamleader is compatible with 200+ apps and programs that your company is probably already using.

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  • Add sales opportunities

    Don’t let a single opportunity pass you by. Data entered by potential customers on your website are automatically added.

  • Manage files

    Link your Teamleader account with online storage services such as Dropbox and synchronise your files in both directions.

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