Simplified quotes

Simplified quotes

Quotations with Cretia: Generate, Send, and Close Deals Easily

The quotation module of Cretia is designed to help you generate and manage quotations quickly and effectively, without complications. Turn your business opportunities into real income with just a few clicks.

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Simplify Quotation Creation

As an entrepreneur or small business owner, we understand the importance of making accurate and appealing quotations for your potential customers. The quotation module of Cretia allows you to:

  • Generate Quotations in Minutes: With an easy-to-use interface, create customized quotations with the details of your products or services.

  • Send Quotations Digitally: Send quotations directly to your customers via email or through a shareable link, without the need for physical documents.

  • Quotation Tracking: Keep a record of all the quotations sent and their current status (accepted, pending, rejected).

Benefits of the Quotation Module

  1. Professional Quotations in a Few Clicks
    "Generate documents with a professional look that fit your business. Customize the details, add notes, and apply specific discounts according to the client."

  2. Easy and Quick Sending to Clients
    "Send quotations directly via email or share a link with your client. All without having to print or waste time in unnecessary meetings."

  3. Tracking and Conversion into Sales
    "Track all quotations from the Cretia panel, stay in touch with your clients, and increase the conversion rate. Each quotation has its own status and notifies you if it needs attention."

  4. Conversion to Invoice with a Single Click
    "When the client accepts the quotation, convert it into an invoice instantly and continue the process without having to create new documents from scratch."

Features of the Quotation Module

  • Flexible Customization: Customize each quotation by including specific client details, custom rates, notes, and payment conditions.

  • Centralized History and Control: Keep a centralized record of all quotations, including reviews, statuses, and approvals, so you can have everything organized and at your fingertips.

  • Accessibility from Mobile or Desktop: Access and manage your quotations from anywhere, whether in the office or on the go, directly from the Cretia mobile app or the web version.

  • Automatic Conversion to Invoices: When a quotation is accepted, convert it into an invoice with a single click, streamlining the administrative process.

Start Free Today with the Cretia Quotation Module

[Button]: "Try Cretia for Free"
Simplify the management of your quotations and focus on what you do best: growing your business.

More Information about Cretia
Cretia Blog: Relevant content on how to improve quotation management, convert opportunities, and optimize the administration of your business.
Quotation Help Center: Quick and detailed answers on how to use the quotation module.
Contact: "Do you have any questions about how to use quotations? Contact us, we are here to help."

Frequently Asked Questions

How can I generate an electronic invoice in Cretia?

Does Cretia meet the tax requirements of Mexico?

Can I customize my invoices?

How can I generate an electronic invoice in Cretia?

Does Cretia meet the tax requirements of Mexico?

Can I customize my invoices?

How can I generate an electronic invoice in Cretia?

Does Cretia meet the tax requirements of Mexico?

Can I customize my invoices?

Try the module for free Simplified quotes

It facilitates the generation of electronic invoices, complies with your tax obligations, and optimizes your time.

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