Quote Builder FAQs

Quote Builder in KEBS is the capability within the Deal Management module that helps sales teams create professional, accurate quotations and proposals for prospects and customers. It is part of the broader Quote to Cash workflow, ensuring quotes seamlessly flow into orders, projects, and invoicing.

To access it, navigate to CRM > Quotes.

To create a new quote, navigate to CRM > Quotes > New Quote. Select the linked opportunity, customer, and contact, then add line items including products, services, quantities, and pricing. Save the quote to make it ready for review and approval.

Yes. Open the opportunity record and click Generate Quote. KEBS automatically pulls the account, contacts, and deal value into the quote, eliminating duplicate data entry. You can then add line items, apply discounts, and finalize the document.

Yes. Administrators can configure quote templates with your company logo, branding, terms and conditions, and standardized layouts. Templates can be defined under Settings > Quote Builder > Templates, ensuring every quote follows your corporate style.

Yes. KEBS supports percentage and flat amount discounts at both the line item and quote level. Administrators can configure pricing rules and approval thresholds so that significant discounts trigger an approval workflow before the quote can be sent.

Yes. KEBS supports multi currency quotes, allowing sales teams to issue quotations in the customer’s preferred currency. The system applies configured exchange rates and reflects the base currency value for internal reporting.

Once a quote is finalized, click Send to share it with the customer. KEBS generates a professional PDF and emails it directly from within the platform. Sent quotes are tracked for status, opens, and customer responses.

Yes. KEBS logs when a quote is sent, viewed, accepted, or rejected. Sales reps receive notifications as customers interact with the quote, allowing timely follow up at the right moment in the buying journey.

KEBS supports configurable approval workflows for quotes based on value, margin, discount, or payment terms. Approvers receive notifications and can review and approve quotes directly from the platform or through Microsoft Teams using the KEBS Bot.

Yes. Sales reps can create a new version of a quote in response to customer feedback. KEBS retains a complete version history, allowing both internal teams and customers to reference previous versions for context.

Once a quote is accepted, KEBS automatically converts it into a sales order and pushes the data into the Finance Management module for invoicing. This eliminates manual handover and ensures consistency between sales agreements and financial records.

Yes. When a quote is accepted, KEBS can convert it into a project record in the Project Management module. The scope, deliverables, and value flow directly into the project, supporting a seamless handover from sales to delivery.

Yes. KEBS AI suggests product and service bundles based on historical deals, recommends pricing based on similar past quotes, and flags pricing patterns that may impact margin. This accelerates quote creation and improves accuracy.

KEBS supports configurable tax rules, additional charges, and surcharges at both the line item and quote level. Administrators can define regional and customer specific tax rules under Settings > Quote Builder > Tax Rules.

Yes. The Quote Dashboard in KEBS displays all quotes with their current status (Draft, Sent, Viewed, Accepted, Rejected, Expired), value, owner, and customer. This consolidated view helps sales managers monitor quote performance and follow up on stalled deals.

KEBS provides quote level analytics including Quote Conversion Rate, Average Quote Size, Quote Aging, Won versus Lost Quotes, and Discount Trends. Access these reports under CRM > Reports > Quotes.

Yes. Administrators can configure custom fields under Settings > Custom Fields > Quotes to capture business specific information such as project scope, validity period, or payment milestones.

Yes. KEBS supports e signature workflows for quotes, allowing customers to accept and sign quotations directly from the email or quote portal. Signed quotes are automatically logged in the system and trigger downstream workflows.

Yes. KEBS is ISO 27001 certified, AICPA SOC 2 Type 2 compliant, and GDPR aligned. Quote data, including pricing and contractual terms, is protected through encryption, role based access controls, and full audit transparency.

Getting started is simple. Request a demo through the KEBS website and our implementation team will guide you through template setup, product catalog configuration, pricing rules, approval workflows, and user training. Most organizations roll out Quote Builder within a few weeks with ongoing support from the KEBS team.