GRC & Resilience
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Risk Management

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Product Overview

Create Accurate Quotes Faster and Improve Deal Execution Across the Sales CycleSmartSuite’s Quote Management solution provides a structured, scalable system to create, manage, approve, and track customer quotes across the sales lifecycle. It enables organizations to move from manually assembled spreadsheets, disconnected documents, and inconsistent approval processes to a centralized, workflow-driven quoting system.Organizations can manage:Product and service quotesPricing and discount approvalsQuote versions and revisionsInternal review workflowsCustomer-ready quote packagesQuote status and conversion trackingWith a centralized system of record, sales teams gain full visibility into quote history, pricing decisions, approval status, and deal progression.SmartSuite delivers real-time quote coordination, ensuring that quotes are accurate, consistent, and aligned with approved pricing and commercial terms.As part of SmartSuite’s connected platform, Quote Management integrates directly with:Sales CRM for account, contact, and opportunity contextProposal Management for customer-facing sales documentsContract Lifecycle Management (CLM) for agreement creationRevenue Operations & Forecasting for deal and revenue visibilityFinance Operations for pricing, discounting, and approval controlsThis ensures quote creation is not isolated—but part of a connected revenue execution system.The result is a quote management system that is:Structured and consistentAccurate and approval-drivenAligned with pipeline and revenue workflows.

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Core Capabilities

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Quote Creation & ManagementCreate structured quotes for products, services, and bundled offerings.

Pricing & Discount ControlsManage pricing rules, discount thresholds, and exceptions.

Approval Workflow AutomationRoute quotes through finance, sales leadership, or operations for approval.

Quote Versioning & Revision TrackingMaintain visibility into quote updates and changes over time.

Product & Service Line Item ManagementBuild quotes with clear line items, quantities, pricing, and terms.

Opportunity & Pipeline IntegrationConnect quotes directly to opportunities and deal stages.

The Quote Management LifecycleSmartSuite supports the lifecycle of quote management — from initial pricing request through approval, customer delivery, and deal progression.

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Create QuoteBuild a quote using approved products, services, and pricing structures.

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Apply Pricing & TermsDefine line items, discounts, and commercial details.

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Route for Internal ApprovalSend quotes through approval workflows when thresholds or exceptions apply.

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Deliver Quote to Customer Share approved quotes with prospects or customers.

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Track Progress & ConvertMonitor status, manage revisions, and connect quotes to closed business.

Who Uses This Solution

Quote Management supports stakeholders responsible for pricing, approving, and delivering commercial offers across the sales cycle.

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Frequently Asked Questions

Answers to common questions about SmartSuite’s pricing models, plan options, and onboarding programs.

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Build Trust and Control in Your AI SystemsSmartSuite delivers a complete GRC suite that connects AI governance with risk, compliance, and operational workflows.