Drawing up quotations

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

Sales process
Forecasting revenue
Automation
Quotations in house style
Sign quotations online

Sales process
Forecasting revenue
Automation
Quotations in house style
Sign quotations online

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.

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

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

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.

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.

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

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

All website integrations
Connect your webshop
Use these e-commerce integrations to connect your webshop with your Teamleader Focus account.

All e-commerce integrations
Manage files
Link your Teamleader Focus account with online storage services such as Dropbox and synchronise your files in both directions.

All file storage integrations