We develop the system where you prepare a quote, send it to your customer as a link and track approvals and revisions in a single record.
What does a quote system include?
Preparing a quote from a template
Line items come from the catalogue, and quantity and price are entered on each line. Shared terms come from the template and customer-specific notes go in a separate field.
Manager approval
Discounts above the limit you set are sent for manager approval before the quote is shared. Decisions and notes are stored in the quote history.
Version history
We track quote versions and changes to line items. The customer's approval is stored with the version they accepted.
Customer decision and follow-up
Recorded page views, customer decisions and change requests appear in the sales team's quote list.
Approval on mobile
The customer opens the quote on their phone, reviews the items and gives their approval.
Every quote stays on record until approval.
The approved version is preserved
We preserve the approved content and create a new version for later changes.
Discount approval
A discount above the limit goes to the sales manager first.
Quote statuses
Status labels distinguish draft, sent, approved and declined quotes.
- Draft
- Sent
- Approved
- Revision requested
- Declined
PDF output
The PDF of every version is kept inside the quote.
Views and decision records
Link views and customer decisions are stored in the quote's activity history.
- Quote sent18.09
- Link opened3 times
- Change requested
- Awaiting approval
Quote templates
Frequently prepared quotes start from a template.
- Installation
- Maintenance contract
- Spare parts
- Service
The same quote on mobile
The customer reviews the items and the total on their phone.
What's included.
- Quote templatesWe organise shared terms and customer-specific fields
- Items and calculationsWe define quantity, price, discount and tax rules
- Internal approvalWe define the checks required before a quote is shared
- Version historyWe link changes and decisions to the relevant quote version
- Customer decisionsWe keep approvals, declines and change requests in one record
- Next stepWe link approved quotes to orders, projects or payment collection
- Quote screen
- Approval flow
- Admin panel
More about this service
An online quotation system brings quote preparation, sharing and customer decision tracking together. At Şahan Design, we develop both the customer-facing quote and the admin panel your team will use.
Quote content and calculations
We define product or service items, quantities, prices, discounts and tax rules around your business model. We gather frequently used information in templates and prepare separate fields for customer-specific scope and notes.
Internal approval and sharing
If discounts or payment terms require manager approval, we add that step before sharing. We agree whether customers access the quote through a specific link or an account. Items, terms and totals are presented in a layout that also works on phones.
Version and decision tracking
We retain sent versions and match approvals to the relevant content. If changes are needed after approval, we open a new version. Views, approvals, declines and change requests are recorded separately.
After approval
An accepted quote can create an order, project or payment request. Together, we define which steps run automatically and which require staff approval. We can plan connections to a custom payment system and an admin panel as part of this scope.
Testing and handover
We test calculations, user permissions, version changes and customer decisions. We hand over the source code, templates and usage information. If an electronic signature or contract process is needed, we scope it separately.
Our Projects
How does the process work?
- 01
Tell us what you need
You tell us what you want to do, and together we pin down the scope.
- 02
Approve the quote
Once the scope, stages and price are clear, you approve the contract and payment plan in the panel.
- 03
Follow the process
We share the work at the agreed stages and review your feedback together.
- 04
Take delivery
For handover, we prepare the files and usage information covered by the approved scope.
You can pin down your project's scope and working steps with our design and development team.
Reviews
We’d like to thank Abdullah for his attentiveness and professional approach. We had our own ideas in mind for our corporate logo. With Abdullah’s creative work, it evolved into something completely different. As a company, we were very pleased. I’ll definitely be calling him for future projects.
Thank you for your care and attention right to the end. Our cover was designed meticulously. 👏
Great work 👏👏
I was very pleased
The way Abdullah ran the process, answering all our requests with patience and understanding, was admirable. We worked together and got there. Thank you.
Amazing logo designer
Thank you, Şahan Design. It turned out to be a really nice piece of work, and I liked it a lot. Very high-quality touches.
Frequently asked questions
Can we use our existing quote template?
Yes. We review its information fields and calculations, adapt its layout to a digital page and turn recurring sections into editable fields.
Can customers view a quote without creating an account?
Yes, through a link specific to that quote. We agree its validity period and access conditions together. Depending on the content, we can also plan extra verification or account sign-in.
What happens to the earlier approval if the quote changes?
The approval remains tied to the version that was accepted. Changes create a new version. We decide whether a new approval is needed based on your business rules.
What does it tell us when a quote has been opened?
It shows that the link was accessed. It does not show that the whole quote was read or that the customer is ready to accept. We track views and the customer's decision separately.
Does the approval button replace an electronic signature?
The approval button records a decision on a specific quote version. A process that requires an electronic signature needs an appropriate signing service and a separate integration.
Can a payment link be sent after approval?
Yes. An integration with a suitable payment provider can create a payment request for the quote amount. We verify the payment result and match it to the relevant quote record.
Let’s bring your project to life together.
Brand identity, packaging, web or custom software. Tell us what you need and we will define the scope, process and budget together.
- Phone
- +90 543 413 68 81