Short answer: Quotation vs proposal ka farak: quotation ek price list hai (product, quantity, rate, GST), proposal ek poora plan hai (problem, solution, timeline, terms). Agar aapke quotation roz ke, repeat aur standard products ke hain, toh CRM mein banaayein. Agar har deal ka custom, lamba proposal hai, toh Word/Excel mein banaa kar CRM mein attach karein. Dono cases mein quotation ka record aur follow-up CRM mein hona zaroori hai.
Pichhle article mein humne customization se bachna seekha. Ek bada sawaal jo har setup mein aata hai: quotation kahan banaayein?
Quotation vs proposal: farak
| Quotation | Proposal | |
|---|---|---|
| Kya hai | Price aur terms | Poora solution plan |
| Lambaai | 1 page | 3–15 page |
| Kab | Standard product, repeat order | Bada project, custom kaam |
| Example | Hardware trader, distributor | Machinery setup, hospital equipment project, wealth management plan |
CRM mein quotation kab banaayein?
- Products aur rates fix hain.
- Roz 5–50 quotations jaati hain.
- Quotation WhatsApp ya email par jaldi bhejni hai.
- Aapko report chahiye: kitni quotations gayi, kitni order bani.
Fayda: product list se 2 minute mein quotation, apne aap GST, PDF WhatsApp par, aur follow-up reminder set.
Excel ya Word kab theek hai?
- Har deal alag design, alag terms.
- Engineering drawings, technical specifications ya multi-page plan.
- Quotation saal mein kam, par bade value ki.
Is case mein bhi file CRM mein lead ke saath attach karein, aur amount aur date CRM mein bharein. Warna report mein yeh deal dikhegi hi nahi.
Asli problem: quotation ke baad follow-up
Zyadatar business quotation bhej kar bhool jaate hain. Ek Ludhiana ke packaging material supplier ne dekha ki unki kai quotations ka koi follow-up hi nahi hua tha. CRM mein “Quotation Sent” stage par 3 din ka auto reminder lagaya. Bina naye leads ke, closing badh gayi.
Achhi quotation ke 5 hisse
- Customer ka naam aur requirement saaf.
- Product, quantity, rate aur GST alag-alag.
- Delivery time aur payment terms.
- Validity date (kitne din tak rate valid hai).
- Salesman ka naam aur number.
Business mein quotation ko sales quote bhi kehte hain. Validity date se customer ko faisla jaldi lene ki wajah milti hai.
FAQ
Kya CRM se quotation banana zaroori hai?
Standard products ke liye haan. Custom proposals ke liye file attach karein.
Quotation aur proposal mein kya farak hai?
Quotation price batata hai, proposal poora solution aur plan.
Quotation ka follow-up kab karein?
Aam taur par 2–3 din mein. CRM mein reminder set karein.
Agla kadam
Naya data sahi aa raha hai. Par purane data ka kya? Agla article: Purane Visiting Cards aur Dead Excel Files CRM mein Kyun Na Daalein?
CRM se quotation aur WhatsApp setup chahiye? Call karein: 99142 49191.
