Sent Quotes Get Lost
Keep a clear record of what was quoted, to whom it was sent and when, without searching across emails and files.
QUOTE TRACKING SOFTWARE
Track Every Sales Quote and Keep Opportunities Moving
Use DinamikCRM to manage customer quotes from one place. See where each quote stands, track revisions and customer responses, schedule follow-ups and connect every quote to the wider sales process.
Track sent and pending quotes from one workspace
Connect quotes with customers, opportunities and sales owners
Keep follow-up dates, revisions and quote outcomes visible
Try free for 14 days · No credit card required
app.dinamikcrm.com
Active Quotes
24
Awaiting Response
9
Approved
7
CRM Project Quote
Atlas Technology
Awaiting Response
Annual Service Quote
Nova Industries
Under Revision
Enterprise Package Quote
Merkez Group
Approved
Quote Tracking
Quote History
Customer Context
Follow-up Reminders
Conversion Tracking
Team Visibility
MAKE QUOTE FOLLOW-UP VISIBLE
Sending a Quote Is Only the Beginning
When quotes are followed through email inboxes, spreadsheets and personal notes, it becomes difficult to know what is waiting for a customer response and what needs action. DinamikCRM turns quote follow-up into a shared and traceable sales process.
Follow-ups Happen Too Late
Plan the next action so valuable sales opportunities do not remain unanswered simply because nobody followed up.
Revisions Become Confusing
Keep different versions, pricing changes and scope updates connected to the same quote process.
Sales Calls Are Forgotten
Schedule calls, meetings and other activities after a quote is sent instead of relying on personal memory.
Teams Lack Shared Context
Give sales representatives and managers a common view of the latest quote status and customer activity.
Quote Performance Is Hard to Measure
See which quotes are still open, which were accepted or rejected and how quote activity contributes to sales results.
01 · Preparing
The quote is being prepared for the customer
02 · Sent
The quote has been delivered to the customer
03 · Following Up
A response or next sales conversation is pending
04 · Closed
The quote outcome has been recorded
QUOTE STATUS TRACKING
Know Exactly Where Every Quote Stands
Manage quotes as they move from preparation to delivery, customer follow-up, revision and final outcome. Give your sales team one place to see the current status without relying on separate spreadsheets.
Organize quotes by their current status
Quickly find quotes waiting for customer action
See the customer and sales owner behind every quote
Record accepted and lost quote outcomes
CUSTOMER-BASED QUOTE TRACKING
Keep Every Quote Connected to the Customer Relationship
Review customer quotes together with related sales activities. Meetings, opportunities, quotes and next actions remain part of the same customer history.
Connect quotes with customer and company records
Review previous customer conversations alongside the quote
Plan the next sales action directly from the customer process
AT
Atlas Technology
Enterprise Customer
Active Quote
Quote
CRM Project Quote
Last Contact
Yesterday
Next Action
Quote follow-up call
QUOTE FOLLOW-UP
Follow up with Atlas Technology
Today · 2:30 PM · Sales Team
FOLLOW-UP AND REMINDERS
Plan the Next Step After Every Quote
Do not leave quote follow-up to chance. Schedule calls, meetings and other activities, assign responsibility and keep the next sales action visible.
Set the next follow-up date for each quote
Assign follow-up activities to the responsible salesperson
Reduce the risk of pending quotes being forgotten
REVISION HISTORY
Track Quote Changes and Revisions Without Losing Context
Keep pricing, product, service and scope changes visible as customer requirements evolve. Make it easier for the sales team to understand how a quote reached its current version.
Keep different quote versions organized
Maintain context around pricing and scope changes
Identify the latest version shared with the customer
V1
Initial Quote
Initial scope and pricing
V2
Revised Quote
Additional services and updated scope
V3
Final Quote
Current version submitted for approval
Quotes Sent
42
Won Quotes
18
Quote Conversion
43%
FROM QUOTE TO SALE
See Which Quotes Turn Into Sales
Keep quote outcomes connected to your sales process. Track accepted, rejected and pending quotes so your team has a clearer view of quote performance and open revenue opportunities.
Separate won, lost and pending quotes
Review quote outcomes by customer and sales opportunity
Increase visibility into quotes still waiting for a decision
WHO IS IT FOR?
A More Organized Quote Process for Sales Teams
Businesses that regularly provide product, service or project quotes can use DinamikCRM to bring quote follow-up into one structured sales workflow.
B2B Sales Teams
Track enterprise quotes and follow-up activities across longer B2B sales cycles.
Manufacturing and Machinery Companies
Manage quote revisions and customer feedback for products, machinery and custom projects.
Professional Service Companies
Connect consulting, software and professional service quotes with customers and sales opportunities.
Wholesale and Distribution
Keep product and pricing quotes for different customers visible across the sales team.
Technical Service and Project Companies
Track service, maintenance and project quotes together with their follow-up actions and outcomes.
SMBs With Sales Teams
Replace personal spreadsheets and scattered emails with a shared quote tracking process.
Connect Quote Tracking With Your Sales Process
Do not manage quotes in isolation. Explore the related DinamikCRM sales solutions that support the rest of your sales process.
Move Quote Tracking Out of Spreadsheets
Manage quotes together with customers, opportunities, follow-up dates and outcomes. Give your sales team a clear view of what needs attention next.
FREQUENTLY ASKED QUESTIONS
Frequently Asked Questions About Quote Tracking Software
What is quote tracking software?
Quote tracking software helps businesses centrally manage sales quotes, customers, quote status, responsible salespeople, follow-up dates, revisions and final quote outcomes.
What information can I track for a sales quote?
You can track the customer, quote date, current status, sales owner, next follow-up action, revisions and whether the quote was eventually accepted or lost.
What is the difference between quote creation and quote tracking software?
Quote creation software focuses on preparing the commercial document. Quote tracking software focuses on what happens after the quote is sent, including customer follow-up, revisions, activities and the final sales outcome. DinamikCRM connects these stages within the same sales process.
Can I connect quotes with customers and sales opportunities?
Yes. DinamikCRM allows quotes to be managed together with related customer, company and sales information so teams can understand the complete context behind each quote.
Can I try DinamikCRM quote tracking software for free?
Yes. You can try DinamikCRM free for 14 days and test the quote tracking process with your own sales workflow. No credit card is required to start the trial.
Never Lose Track of a Sales Quote Again
Do more than prepare quotes. Track each quote from customer delivery through follow-up, revisions and the final sales outcome with DinamikCRM.