WindoorERP Documentation 19.0

Track quotation revisions, customer feedback, expiration dates, and conversion lifecycles

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Monitors all active, sent, and revised quotations across list, calendar, and activity views to ensure competitive price revisions and prevent expired aluminium quotation lock-ins.

Before you start

  • Sales Representative access.

Steps

Quotations list view with customer, total amount, and state

Quotations follow-up and closing schedule calendar

Quotations activity matrix view

Important

Maintaining expiration dates (typically 15 to 30 days) safeguards profitability against raw material price volatility.

  1. 01
    Open CRM › Sales › My Quotations to inspect all issued proposals.
  2. 02
    Filter by status: Quotation (Draft), Quotation Sent, and Sales Order Confirmed.
  3. 03
    Check the Expiration Date to initiate follow-ups before LME aluminium raw material pricing changes.
  4. 04
    Use the Calendar and Activity views to schedule contract negotiation meetings with villa owners and main contractors.

Common mistakes

  • Revising window dimensions in manufacturing without issuing a formal new quotation revision in CRM.
  • Failing to record client price objections in the chatter for negotiation analysis.

Continue learning

Analyze quotation win rates, average deal margins, and sales rep estimation performance Delivers deep statistical insights into quotation win rates, discount…

Was this article helpful?

Running a window or door factory?

Ask for a demo