We answer the most common questions about quotes and sales opportunities in wiwink.
What is a CRM with quotes?
It is sales management software that lets you create and send quotes to your prospects. wiwink is an all-in-one CRM that includes quoting within its main CRM + Business Management module. It lets you create, send and manage quotes to turn sales opportunities into real clients.
How are quotes created and managed in wiwink?
From the contact or client record you can prepare a quote in just a few clicks, select products or services you have already saved and send it by email or direct link, without leaving the CRM.
What happens when a contact accepts a quote in wiwink?
The moment a contact accepts a quote, they automatically become a client in the CRM. Their status is updated and their entire sales history is recorded.
Can quote templates be customised in wiwink?
Yes. You can adapt the design, add your logo, include specific terms and configure the wording so that every quote reflects your company's identity.
How does the quoting feature help speed up the sales cycle?
It automates key tasks such as sending, following up and accepting quotes online. This cuts admin time and increases the conversion of contacts into clients.
Is the quoting feature included in all wiwink plans?
Yes. All wiwink users get the quoting feature when they take the CRM + Business Management module, with no extra payments or additional setup.
Can I sign quotes digitally in wiwink?
Yes. You can activate advanced or biometric digital signature so your clients can accept quotes from their mobile or email, with full legal validity across the European Union.
Do wiwink quotes comply with Spanish regulations?
Yes. wiwink quotes meet the legal requirements in Spain and can easily be converted into linked documents such as delivery notes, proforma invoices or invoices.
Can I convert a quote into an invoice in wiwink?
Yes. Once accepted, you can generate the invoice directly from the quote in seconds, avoiding duplicated data and gaining administrative efficiency.
What kinds of companies benefit most from a CRM with quotes?
Installers, consultancies, marketing agencies, technical services, shops and, above all, SMEs that work with price proposals. wiwink lets them manage quotes and sales opportunities quickly and professionally.
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