SAAR Quote

Ultimate Software Solutions

About this app

SAAR Quote helps your team run every deal from their phone, from the first enquiry to the signed agreement and go-live.

Track your leads, build and share quotations, get discounts approved, record payments and hand the customer over to your implementation team, all in one app. Sales executives, managers and implementation teams work on the same live data, so everyone knows where each deal stands and what to do next.

FOR SALES EXECUTIVES
• Leads: add, search and filter your leads, and call, WhatsApp or email a customer in one tap
• Pipeline: see every deal by stage and move it forward
• Follow-ups and demos: schedule them, mark them done, and see what is due today
• Requirements: record what the customer needs and send it for confirmation
• Quotations: build a quotation with plans, add-ons, services and discounts, add what you promised, and share the acceptance link
• Payments: record a payment with a receipt photo or PDF and track what is still due
• Agreements: fill in the agreement, send the sign link and open the PDF

FOR MANAGERS AND APPROVERS
• Approval Centre: read the full quotation, discounts and commitments, then approve or reject with a comment
• Team leads and pipeline, with owners and lead transfer
• Dashboard with the leads overview, today's demos and overdue follow-ups

FOR IMPLEMENTATION TEAMS
• Deals ready to hand over, the takeover checklist, tasks and go-live

ALSO
• Search on every list
• Notifications for new leads, approvals and handovers
• Sign in with email and password or a one-time SMS code
• See your signed-in devices and sign one out
• Light and dark themes

Your company's admin creates your account, and the app shows each person the tabs and actions their role allows. A SAAR Quote company account is required.

What’s new

First release of SAAR Quote: leads, pipeline, quotations, approvals, payments, agreements and onboarding for SAAR QMS teams.