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With Sugar Quote and Contract Management functionality, sales reps can generate accurate quotes with support for multiple line items, currencies and tax codes. Quotes and contracts can be delivered to customers via email, Microsoft Word, or PDF. Strong version control functionality ensures reps can more easily manage multiple versions of quotes and contracts.
Impact
- Generate and present accurate quotes and contracts to customers
- Integrates with the Sugar Products module
- Manage multiple revisions in a single location
- Gain a clearer picture of customer agreements and products purchased
