PDF Quote Generation — Professional Proposals in Seconds
Skip copy-pasting lead data into Word documents. TeknoVesta pulls customer info, products, pricing, and terms from your CRM and generates branded PDF quotes in seconds. Customize once, generate forever — with your logo, your pricing rules, your legal terms.
Understanding the Problem
Sales reps spend 2-4 hours per week creating quotes — copying customer info from CRM into Word, calculating line totals, applying discounts, adding terms and conditions, exporting as PDF, attaching to email. Every quote is a manual, error-prone exercise. TeknoVesta's PDF Quote Generation automates this completely: design template once with placeholders, the system fills in lead/deal data, calculates totals automatically, applies your discount rules, and produces a professional branded PDF in seconds.
Core Modules
Drag-and-Drop Template Builder
Design your quote template visually — drag your logo, customer fields, product table, totals section, and legal terms onto the canvas. No coding, no Word merge fields.
Automatic Calculations
Line items, subtotals, discounts, taxes (VAT/KDV), and grand totals calculate automatically. Currency conversion supported for international quotes.
Product Catalog Integration
Pull products and pricing from your CRM product catalog. Apply customer-specific pricing rules, volume discounts, or seasonal promotions automatically.
Multi-Language Quotes
Same template, multiple languages. Generate Turkish quote for local customers, English for international. Currency and tax labels auto-localize.
Approval Workflow
High-value quotes (above configurable threshold) route to manager approval before sending. Approval status tracked in CRM lead history.
KVKK & GDPR Compliance
Customer data on PDFs includes only what's needed for the quote. Audit logs track every quote generated, viewed, and sent. PDFs stored encrypted in EU/Turkey region.
How It Works
Design Quote Template
In TeknoVesta template builder, design your quote layout: logo, customer block, product table, totals, terms. Use placeholders like {{customer_name}}, {{quote_total}}.
Open Lead/Deal in CRM
Navigate to any lead or deal. Click "Generate Quote" button.
Select Products & Pricing
Pick products from catalog or add custom line items. System applies pricing rules and calculates totals automatically.
Preview & Approve
Preview generated PDF. Edit if needed (override price, add note). If high-value, request manager approval.
Send to Customer
Send PDF via email directly from CRM (with tracking) or download for manual sending. Quote linked to lead activity timeline.
Key Benefits
2-4 Hours Saved Per Rep Per Week
Sales reps stop copy-pasting and start selling. A 5-rep team saves 10-20 rep-hours weekly — equivalent to half a salesperson's capacity.
Zero Calculation Errors
No more typos in totals, forgotten discounts, or wrong tax rates. System calculates everything; rep just selects products.
Brand Consistency
Every quote uses the same template, same logo, same legal terms. No more "which version of the template did Mehmet use?" inconsistency.
Faster Sales Cycles
Customers get quotes within minutes of asking, not days. Faster quote = faster close.
Frequently Asked Questions
Can I customize the template for different product categories?
Yes. Create multiple templates (one for software, one for hardware, one for services) and select the right one at quote generation time. Templates can have different layouts, terms, and branding elements.
What about complex pricing — tiered discounts, region-based pricing?
Fully supported. Configure pricing rules in CRM product catalog: tier 1-10 units at price X, 11-50 at price Y, 51+ at price Z. Region-based pricing (Turkey vs Europe vs international) handled via customer location field.
Can customers e-sign the quote?
Yes. TeknoVesta integrates with electronic signature platforms (DocuSign, Adobe Sign, or local Turkish e-imza). Quote acceptance triggers automatic deal-stage update in CRM.
Ready to connect your tools?
Get in touch to see how TeknoVesta integrates with your existing systems.
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