Technical Specification Management — Specs Tied to Deals
For industrial, manufacturing, and engineering B2B sales, every deal involves technical specs — datasheets, drawings, compliance certificates. TeknoVesta links technical specifications directly to leads and deals, with version control and customer-specific variants.
Understanding the Problem
Industrial B2B sales cycles revolve around technical specifications. A customer asks for product X with specification Y, the engineering team prepares custom drawings, the sales rep sends spec PDFs, the customer requests modifications, and three months later nobody can find the final approved version. TeknoVesta's technical specification module stores specs as first-class objects linked to deals, with full version history, customer-specific variants, and approval workflows.
Core Modules
Spec Library by Product
Build a master library of technical specifications per product. Reuse across deals; customize per customer as needed.
Version Control
Every spec edit creates a new version with author, timestamp, and change summary. Roll back to any previous version anytime.
Customer-Specific Variants
Standard spec for catalog, custom variant for specific customer requirements. Both versions linked to the same product, both tracked.
Engineering Approval Workflow
Specs requiring engineering review route to designated approvers before being sent to customer. Approval status visible in deal pipeline.
KVKK & GDPR Compliance
Technical IP and customer specifications stored encrypted in EU/Turkey region. Access controls per role and per deal.
How It Works
Create Master Spec
In product catalog, add a master technical specification: PDF datasheet, CAD drawing, compliance certs.
Link to Deal
When working a deal, link the relevant master spec. Or create a customer-specific variant by clicking "Customize for this deal".
Edit & Version
Make modifications. Each save creates a new version. Add change notes for engineering team.
Request Approval
For non-standard specs, route to engineering for approval. Status visible in deal view.
Send to Customer
Once approved, generate customer-facing spec PDF directly from CRM. Sent version locked; further changes create new version.
Key Benefits
No Lost Specifications
Every spec sent to every customer is in CRM, version-controlled. "Which spec did we send to ACME in March?" — instant answer.
Engineering & Sales Aligned
Engineers approve specs in CRM; sales reps know exactly which version is sellable. No more "engineering changed the design and forgot to tell sales".
Industrial-Grade Workflow
Built for manufacturing, machinery, and engineering B2B — not generic SaaS sales. Handles complex multi-version, multi-approver scenarios.
Frequently Asked Questions
Can I store CAD files (DWG, STEP) directly?
Yes. CRM stores any file format. For native CAD viewing, integrate with Autodesk Viewer or store CAD files in OneDrive/Drive and link from CRM.
How does this differ from PDF Quote Generation?
Quotes contain commercial info (price, delivery, terms). Specifications contain technical info (dimensions, materials, certifications). A deal typically has both, linked separately.
What about confidentiality for proprietary specs?
Access controls let you mark specs as confidential. Only authorized roles see them. Customer-shared specs are watermarked with customer name and "do not redistribute" notice.
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Get in touch to see how TeknoVesta integrates with your existing systems.
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