Smart Quotation System

Flick CRM's Smart Quotation System makes it easy to create and manage professional quotes with just a few clicks. Whether you're registering a new client or generating a quote for an existing one, the process is seamless. Send quotations as polished PDF documents via email, complete with optional attachments like company brochures or sample invoices. Customise each quote with your own branding, logo, and letterhead to ensure a consistent, professional presentation. You can also choose whether to include your email signature, giving you flexibility in how you communicate.

Designed for efficiency and clarity, the system supports reusable templates, quote duplication, and multi-currency formats-perfect for both local and international clients. Track when a client views your quote and how many times it's opened, helping you follow up at the right moment.

Quotes can be converted into invoices instantly, reducing admin time and streamlining your workflow. With support for detailed product listings, VAT calculations, and payment terms, every quote is transparent, accurate, and client-ready-helping you close deals faster and smarter.

Core Features

  • Create & Manage Quotes
    Quickly register a new client or generate a quote for an existing one. Manage all your quotations in one place for easy tracking and updates.
  • Send Quotes as PDFs
    Deliver professional quotations directly to clients via email in PDF format—instantly and effortlessly.
  • Attach Supporting Documents
    Include additional files with your quote such as brochures, product catalogues, or sample invoices for added context.
  • Custom Branding
    Tailor each quote with your company’s logo, colours, and letterhead to maintain consistent, professional branding.
  • Flexible Email Signatures
    Choose to include or exclude your email signature when sending a quote—perfect for adjusting tone and presentation.
  • Templates & Quote Duplication
    Speed up your workflow with reusable quotation templates or duplicate previous quotes in just a click.
  • Multi-Currency Support
    Send quotes in any currency based on your client's location—ideal for international business and cross-border sales.
  • Convert to Invoice Instantly
    Turn approved quotes into invoices with a single click, saving time and reducing manual work.
  • Quote View Tracking
    Get notified when a client opens your quote. See how many times it’s been viewed to gauge interest and follow up effectively.
  • Product & VAT Details
    Add line-item product descriptions, VAT breakdowns, and payment terms to keep your quotes clear and compliant.
Sample One

Download Sample Quote One

Sample Two

Download Sample Quote Two

eSignature Features

  • Enable or Disable eSignature
    Easily turn the eSignature feature on or off depending on your business needs or client preferences.
  • Sign on Any Device
    Clients can securely sign quotations using any device—desktop, mobile, or tablet—for complete flexibility.
  • Capture IP Address
    Automatically record the client’s IP address at the time of signing for added verification and security.
  • Track Date, Time & Location
    Log the exact date, time, and geographic location when the signature was captured to ensure full transparency.
  • Identify Signing Device
    Know which type of device (e.g. mobile, desktop, iPad) was used to complete the signature for an extra layer of auditability.
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