← Glossary

What is Quotation?

Definition

A formal document offering products or services at stated prices and terms.

In depth

A quote is the basis of a deal’s commercial terms. EazyCXM versions quotes and carries accepted ones forward into orders without re-entry.

Quotes & Finance
Related terms

More on Quotes & Finance

CPQ

Software that helps sales teams configure products, apply correct pricing and generate accurate quotes quickly.

Sales Order

A confirmed customer order that authorises fulfilment and billing.

Invoice

A document requesting payment for goods or services delivered, with tax and totals.

RMA

The approval and process for a customer to return goods, often for refund or replacement.

Quotation, made practical

EazyCXM puts concepts like this to work across your business — see it on a demo.

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