Zeyora helps sales teams prepare quotations, proforma invoices and customer-ready documents while keeping pricing, approval status and CRM context connected.
Manual quotation documents become hard to manage when multiple users change prices, send different versions or need manager approval. Zeyora keeps quotations connected to customers, leads, sales users and billing workflows.
Prepare structured quotations and proforma invoices from customer and sales data.
Route discounts, special terms and larger quotes to the right reviewer.
Keep every quote attached to the customer, lead, contact and sales activity record.
Use proposal templates and customer-ready documents where more detail is needed.
Move approved commercial work toward invoices and receivables follow-up.
Review quote value, approval delays, conversion and pending follow-ups.
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Yes. Zeyora sales workflows can support quotations, proforma invoices and related customer documents.
Yes. Approval workflows can be configured for discounts, special terms or larger quote values.
Yes. Quotation and billing workflows can be connected so sales and finance stay aligned.