QuoteIT: A ready-to-use solution for seamless quotation management

This is a guest post by Purushothaman TGR, CEO of Yashuss Unlimited. This blog highlights the challenges businesses face in generating quotes and demonstrates how QuoteIT, a robust CPQ (Configure, Price, Quote) solution built on Zoho Creator, helps streamline and automate these processes for enhanced efficiency.

In the automotive industry, car dealership showrooms are increasingly adopting digital tools to streamline their operations. A common requirement among these showrooms is a CPQ tool that enables accurate, detailed quotes by instantly accessing real-time data on available options, pricing, and promotions. For example, if a customer wants to customize a sedan with premium features, the CPQ solution can automatically calculate the total price based on selected add-ons, applicable discounts, and current inventory levels.

Using a CPQ tool reduces the potential for human error in drafting quotes and shortens response times, delivering clear, transparent pricing to customers and enabling them to make informed decisions on the spot.

Our team at Yashuss developed QuoteIT, a comprehensive CPQ solution designed to streamline the entire quoting process—creating, sending, and tracking quotes that are essential for closing deals.

Built on Zoho Creator, this app helps sales teams and managers:

• Create and modify quotes by fetching customer details, selecting product types, and assigning account managers.

• Track the status of quotes in real time, providing complete visibility from draft to final approval.

• Streamline the approval process with built-in stages like screening, business case reviews, and cross-functional team checks.

• Consolidate key details for each quote, ensuring compliance with pricing standards and alignment with customer requirements before final approval.

• Offer actionable insights through dashboards and audit logs, empowering businesses to monitor their quoting pipeline and maintain compliance effortlessly.

Here's how QuoteIT can help you

• Enhanced accuracy: By automating manual tasks and integrating with third parties to fetch data, QuoteIT eliminates errors caused by manual data entry, ensuring precise quotes.

• Time efficiency: Quotes can be generated in minutes instead of hours, improving response times and resulting in happier customers.

• Improved collaboration: The automated process empowers teams across departments—sales, finance, and marketing—to communicate clearly and ensure smooth approvals throughout the quoting process.

• Real-time insights: Dashboards and analytics provide up-to-date performance tracking, KPIs, and success rates helping businesses spot trends and make data-driven decisions.

• Multi-device compatibility: QuoteIT comes with a mobile app by default, allowing stakeholders to view quotes and approve them on the go.

QuoteIT has revolutionized how we manage our quotation process. Our system has changed from a messy, hands-on approach to a process and technology driven approach that helps businesses work faster and reduces human errors. Now that data updates automatically and teams work together, the sales staff can spend more time engaging with the clients better.

—  Purushothaman TGR, CEO, Yashuss Unlimited 

Final thoughts

Accuracy and efficiency in quoting play a vital role in shaping customer experiences and driving a company’s growth. Built on Zoho Creator, QuoteIT is a flexible solution that can be tailored to meet the evolving needs of any business out there. From a car dealership showroom to a retail outlet that is looking for a digital tool, QuoteIT can be customized to meet specific business needs.