quotabeheer

Quotabeheer is the set of practices and tools used to manage the creation, approval, distribution, and tracking of sales quotations. It aims to ensure accurate, consistent pricing and timely responses to customers while maintaining governance over discounts and contractual terms. Quotations typically draw on a product catalog and pricing rules, may cover multiple products or services, and can include configurable options, taxes, and terms. A quotation often follows defined workflows that may require manager or finance approval before it is sent to the client.

Quotabeheer is supported by integrated software such as CRM and CPQ (configure, price, quote) systems, and is often connected to ERP and invoicing modules. It encompasses templates, version control, validity periods, currency handling, and audit trails. Key components include quote creation from catalog, pricing and discount rules, product configuration, terms and conditions, tax and currency settings, approvals and workflows, versioning, delivery methods, status tracking, and analytics.

Benefits include improved accuracy, faster quote turnaround, standardized pricing, reduced risk of improper discounts, and better visibility into the sales pipeline. Implementation considerations include data quality, integration with ERP and CRM, access control, user training, and change management. Quotabeheer is most common in B2B settings with complex pricing or configuration needs, such as manufacturing, IT services, telecommunications, and professional services.

See also CPQ, CRM, ERP, pricing governance, and quote templates.