Digital Quote Automation | Sales Quote CRM Workflow

Client Overview

1CRM Israel is a customer-focused service provider working with both direct customers and reseller partners. To enhance onboarding efficiency, the company required a fully digitized quote review, approval, and acceptance process initiated from the CRM platform.

Challenges

Solutions

Features

Results

Overcoming Inefficiencies in the Quote Lifecycle

1CRM Israel faced significant inefficiencies in its quote approval and onboarding process due to heavy reliance on manual and disconnected workflows. Quotes were shared without a guided digital experience, which often confused customers and resulted in incomplete or delayed submissions. This slowed down customer onboarding and increased dependency on internal follow-ups.

Slow Customer Onboarding

Manual quote sharing without guided steps caused confusion, incomplete submissions, and delayed customer onboarding.

No Secure Digital Acceptance

Offline approvals and signatures led to approval delays, poor traceability, and increased operational risk.

Payment Collection Bottleneck

Payments were collected outside CRM, preventing real-time updates and slowing quote closure.

Reseller Workflow Needed Separation

Lack of workflow separation exposed unnecessary data and complicated quote reviews for reseller partners.

Delivering a Fully Automated Digital Quote Experience

To address these challenges, a fully automated and secure digital quote workflow was designed and implemented within Vtiger CRM. The solution transformed the entire quote lifecycle into a structured, end-to-end digital journey, enabling customers and resellers to review, approve, and accept quotes seamlessly from a single platform.

End-to-End Digital Quote Automation

Automated the entire quote lifecycle within Vtiger CRM, replacing manual steps with a secure digital flow.

Secure Quote Link Generation

Unique, secure quote links are sent automatically via email, enabling safe access without CRM login.

Guided Web-Based Quote Journey

A step-by-step interface ensures customers complete required details accurately and without confusion.

Real-Time CRM Synchronization

All submissions and acceptance updates sync instantly with CRM records, removing manual effort.

Streamlined Secure Quote Workflows

The solution introduced a secure quote access mechanism using token-based URLs, ensuring only authorized users could view and interact with quote data. Customers were guided through a structured onboarding experience that covered organization details, billing information, product and service review, terms and conditions acceptance, payment method selection, and porting information where applicable.

Secure Quote Access

Token-based URLs ensure only authorized users can view quotes.

Guided Onboarding

Step-by-step flow captures organization, product, terms, payment, and porting details.

Digital Acceptance

Online approvals and e-signatures speed up confirmations and improve traceability.

Real-Time CRM Sync

All actions instantly update Vtiger CRM for accurate sales visibility.

Boosted Efficiency and Partner Experience

The digital quote automation significantly accelerated customer onboarding by enabling customers to complete quote review, acceptance, and signature in a single guided journey. Manual intervention was drastically reduced, allowing sales teams to focus on closing deals rather than managing follow-ups and data entry.

Faster Onboarding

Single guided flow speeds up quote review and acceptance.

Less Manual Work

Automation removes repetitive tasks and offline approvals.

Better Sales Visibility

Real-time updates on quote status in the CRM.

Higher Trust in Automation

Simplified process enables quicker approvals and collaboration.

Project Objectives

Send automated secure quote links via email upon Lead creation
Provide a step-by-step guided form for customers to complete required onboarding details
Capture digital quote acceptance and e-signature
Update quote status and customer-submitted data directly in CRM
Deliver a restricted and simplified quote review flow for resellers

Solution Implemented

Lead-Based Quote Flow (Customer Journey)

A fully guided and secure onboarding workflow was developed:

Organization Info: Company details + Billing data
Product & Service Review: Customer review of quoted items
Terms & Conditions: Digital acceptance of contract
Payment Information: Bank Transfer or Credit Card selection
Porting Details: Porting numbers (if applicable)
Quote Signing: Digital signature & acceptance
Customers receive a secure quote access link via email
Submission automatically updates: Customer-provided data, Quote acceptance status inside CRM

Contact-Based Quote Flow (Reseller Journey)

A separate, streamlined reseller flow was delivered with restricted access:

Only Product & Service Review step enabled
No visibility of customer personal/org info
No payment or porting steps exposed
Faster quote confirmation for partners

Implementation Highlights

Automated Email Triggering

Secure quote links generated instantly when a Lead is created.

Guided Web-Based Workflow

Customers and resellers interact through a UI-friendly, step-driven journey.

Digital Quote Acceptance & Signature

E-signature captured digitally, removing offline approval delays.

Real-Time CRM Sync

Quote record updates instantly with: Submitted customer details, Acceptance status, Signature confirmation.

Partner Experience Optimization

Reseller journey simplified, improving quote approval turnaround.

Project Timeline

Project Duration

3
Months

Tools & Technology Used

Back End

Conclusion

The digital quote flow automation for 1CRM transformed a previously manual, fragmented process into a secure, guided, and fully digitized journey. Customers experienced faster onboarding through step-by-step forms and digital acceptance, while resellers benefited from a streamlined, restricted workflow that sped up approvals without compromising sensitive information. Real-time CRM updates ensured sales teams had immediate visibility into quote status, customer submissions, and signatures. Overall, the project significantly improved speed, accuracy, data security, and partner satisfaction, demonstrating the value of an end-to-end automated quote management system within Vtiger CRM.

Mr. Ophir Reuven

CEO, Netvill LTD

CRMTiger delivered a secure, end-to-end digital quote approval flow within vTiger CRM. Customer onboarding became faster with guided forms, digital signatures, and real-time CRM updates, while resellers benefited from a simplified approval journey. The solution significantly reduced manual effort and improved turnaround time.

Call Center

Call Center

Digital Quote Flow Automation for 1CRM (Israel)

Client Overview

Overcoming Inefficiencies in the Quote Lifecycle

Slow Customer Onboarding

No Secure Digital Acceptance

Payment Collection Bottleneck

Reseller Workflow Needed Separation

Delivering a Fully Automated Digital Quote Experience

End-to-End Digital Quote Automation

Secure Quote Link Generation

Guided Web-Based Quote Journey

Real-Time CRM Synchronization

Streamlined Secure Quote Workflows

Secure Quote Access

Guided Onboarding

Digital Acceptance

Real-Time CRM Sync

Boosted Efficiency and Partner Experience

Faster Onboarding

Less Manual Work

Better Sales Visibility

Higher Trust in Automation

Project Objectives

Solution Implemented

Lead-Based Quote Flow (Customer Journey)

Contact-Based Quote Flow (Reseller Journey)

Implementation Highlights

Automated Email Triggering

Guided Web-Based Workflow

Digital Quote Acceptance & Signature

Real-Time CRM Sync

Partner Experience Optimization

Project Timeline

Project Duration

Tools & Technology Used

Back End

Conclusion

Mr. Ophir Reuven

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