- Features > Quote Management
Quote Management Software
Manage every quote from creation to close — with version control, status tracking, approval workflows, and full pipeline visibility in one system.
Full
Quote lifecycle visibility
Tracked
Every version and revision
Faster
Quote-to-close with managed workflows
The Challenge
The Problem with Unmanaged Quote Pipelines
In many manufacturing sales organisations, quotes live in email inboxes, local file systems, and individual sales reps' memories. There is no single system of record for quotes in progress, no visibility into where each opportunity stands, and no way for management to understand the true state of the sales pipeline without asking each rep individually.
This lack of visibility creates compounding problems. Follow-up on outstanding quotes is inconsistent — some reps chase diligently, others let quotes expire without contact. Quotes that require revision are edited in isolation, producing document version confusion. Approvals are requested by email and tracked manually. The result is a pipeline that is slower, more error-prone, and less predictable than it needs to be.
For manufacturers with complex, high-value deals that go through multiple rounds of revision, the absence of structured quote management is particularly costly. Without version control, it is easy to send an outdated revision to the customer. Without status tracking, management cannot identify stalled deals until they are lost.
The proliferation of quotes across email, CRM, and file storage also creates a data problem. Post-deal analysis — which quote versions won, where revisions were requested, what the average time from quote to acceptance looks like — is impossible without structured quote data.
How It Works
How Quote Management Works in Mercura
Mercura provides a centralised quote management system where every quote created in the platform is tracked from generation to close. Each quote has a status — draft, pending approval, sent, accepted, declined, expired — updated automatically as the quote progresses. Revisions create new versions while preserving history. Approval workflows route quotes requiring authorisation to the appropriate approver and block sending until approval is obtained. Sales managers have a pipeline view of all active quotes with status, value, and age. Quote data integrates with your CRM to keep opportunity records current without manual updates.
What's Included
Key Capabilities
- Centralised quote register with status tracking
- Full version history — every revision preserved
- Approval workflow integration — quotes blocked until approved
- Quote expiry management with automated alerts
- Pipeline view for managers — all quotes with status and value
- CRM integration — quote status synced to opportunity records
- Quote follow-up scheduling and activity tracking
- Win/loss analysis based on structured quote outcome data
The Difference
Before and After Quote Management
- Quotes scattered across email, files, and CRM notes
- No visibility into pipeline status without asking each rep
- Outdated quote revisions sent to customers by mistake
- Follow-up inconsistent across the sales team
- Win/loss analysis impossible without structured data
- All quotes centralised with status, version, and value visible
- Management sees full pipeline status in real time
- Version control ensures only current quote reaches customer
- Follow-up scheduled and tracked within the platform
- Win/loss data available for every quote in the system
Real-World Application
Example Use Case: Process Automation Equipment Manufacturer
A process automation equipment manufacturer with a 20-person sales team was managing an average of 350 active quotes at any given time — all tracked in a combination of Salesforce opportunities, email threads, and local Excel files. Sales management had no reliable view of pipeline status and estimated they were losing 15–20% of winnable deals due to missed follow-up. After implementing Mercura's quote management system, the entire active quote pipeline became visible in a single view. Follow-up alerts reduced missed contacts by 80%. Quote-to-order cycle time decreased by 22% in the first six months.
Quote turnaround dropped from 3 days to under 4 hours.
Business Impact
Why Quote Management Matters
Quote management is the operational layer that converts quoting capability into pipeline performance. Fast, accurate quotes that are not followed up, not tracked, and not analysed produce less commercial value than their potential. Mercura's quote management system ensures that every quote created in the platform is tracked, managed, and measured — giving sales organisations the visibility and control they need to convert more of their quoting activity into revenue.
See Quote Management in Action
Book a demo to see how Mercura gives you full control and visibility across your entire quote pipeline.
Let’s build together.
We empower manufacturers to master product modeling, streamline quoting process, reduce errors, and ultimately deliver the tailored solutions that customers demand.