Track Quotations by Time and Approval Status

Businesses need real-time visibility into the number of quotations issued daily, along with pricing accuracy and data control, especially when managing a large sales force.

Getfly enables your team to create quotes, store quote history per customer, and centralize all quotes for easy tracking by date, value, and conversion status.

Detailed & Professional Quotation Management

By selecting “Quotation” on the Sales screen (F4), the system displays all quotes with key details: quotation list, total value, status, creation date, staff in charge, attached PDF files, etc.

Automatically organizes and filters quotations by status: All, Pending Approval, Approved, Converted, Deleted.

Allows easy editing or deletion directly from the management interface.

Quickly build quote templates based on customer status and creation time, enabling your team to respond faster and avoid missing sales opportunities.

Enhanced Data Security with Role-Based Access

Configure quote approval workflows so that managers can review and control sales staff quotations.

Managers can verify quotes before they're sent to customers, minimizing errors during the quoting process.

Employees can only view quotations they are responsible for, ensuring data confidentiality.

Smart And Structured Quote Approval Workflow

Assign clear permissions for employees involved in the quotation approval process.

New quotes created within the workflow will wait for managerial approval.

If edits are made after initial approval, a second approval from management is required to ensure consistent and accurate information is sent to customers.

Intelligent Quotation Filtering and Search

Quickly filter quotes by status: All / Pending / Approved / Converted / Deleted.

Use quick search by customer name, phone number, or email for instant results.

Advanced filters enable easy lookup by: Quote ID, Creator, Start/end dates, and more.

Fast & Convenient Quotation Creation

Generate quotes using pre-built fields optimized for products and industries: customer details, pricing, attachments, products, payment info, etc.

Duplicate quotes to quickly generate similar versions for different customers without redundant steps.

Send quotes via email directly from the quote management interface.

Perform bulk actions on multiple quotes at once.

Create Custom Print Templates for Each Business

Getfly allows you to quickly download quote templates and send them to customers with a single click. Each quote also has an attached PDF that can be previewed, downloaded, or printed as needed.

We support custom upload of branded templates tailored to your company’s needs.