Sales proposal & quote management

Create and manage personalized sales quotes for your customers and prospects quickly – and keep a clear overview with ADITO CRM.

Fast and efficient order processing

Create and send quotes efficiently

Generate quotes directly in ADITO CRM for faster order processing. Select items from your product database — the correct prices are automatically applied from predefined price lists and can be adjusted manually if needed. Add either a standard cover letter generated by ADITO or a personalized message, and send the quote to your customer directly from the CRM.

Digital signatures for contracts and quotes

Send documents and forms for signature directly from ADITO CRM to selected recipients. Choose between simple, advanced, and qualified electronic signatures. Qualified signatures even allow you to sign contracts that would otherwise require a handwritten signature. Once completed, signed documents are automatically returned to you and securely stored in ADITO — saving valuable time and resources.

Keep track of all quotes

Each quote can be linked to different data records — such as a contact, company, or sales project. This ensures that every team member always knows which customer has received which quote and can provide seamless, personalized customer service.

Always stay on top of your quote status

Has the quote already been approved and sent? Has the customer accepted it? The quote status in ADITO CRM keeps you up to date at all times. Once a quote has been sent, it can no longer be edited — if changes are required, a new version is automatically created. This way, you always have full visibility into all updates and revisions.

Digitally map approval processes

You can also manage approval workflows digitally and transparently in ADITO CRM. Define criteria for approval and assign review responsibilities to ensure smooth and consistent processes. The quote status clearly shows where a quote is in the approval cycle.

Generate documents automatically

One order, many follow-up documents.
Whether it’s an order confirmation, delivery note, invoice, credit note, or cancellation — in ADITO CRM, you can automatically generate all necessary documents for each quote. Each document is created in the linked contact’s language and can be exported as a PDF and sent directly via email.

Clear and centralized contract management

Document your agreements and manage all customer contracts directly in ADITO CRM. Framework, service, and maintenance contracts — as well as other agreements — can be maintained centrally on the platform. With contract duration and status, you can instantly see whether a contract is still valid. Payment terms and fees can be managed directly in the preview, so you don’t have to reopen existing contracts each time.