Yelken360

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YelkenTeklif

Quote & Pricing Module

YelkenTeklif

Quote & Pricing Module

Create professional proposals, email them, and track the full lifecycle.
Prepare polished proposals for customers, send by email, and monitor status from one screen. Customers can accept or decline in one click; responses are stored and PDF templates are customizable.
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YelkenTeklif - Yelken360

The Proposal module helps you build professional offers, email them, and track decisions end-to-end. Drafting, customer data, line items, discounts, taxes, PDF output, and customer accept/decline are all handled in one place.

It integrates with Product Management: lines pulled from the catalog bring name, unit, price, and tax automatically. Workspace currency settings keep amounts consistent; optional FX rates support multi-currency quotes. Apply line-level or document-level discounts (percent or amount).

Generate PDFs with your branding—logo, colors, and copy via templates. Statuses such as draft, sent, viewed, accepted, declined, and expired make pipeline health obvious. Customers use a link in email to review and accept or decline; the outcome is recorded and optional notifications alert your team.

From lean sales teams to enterprise programs, Proposal accelerates quoting and follow-up inside Yelken360.

Features

ERP, Catalog, Stock, Inventory, Invoicing, Accounting, CRM, HR, Integrations and more. Enable the modules you need under one subscription; new modules are added to the platform over time.

  • Create and edit proposals

    Manage buyer details, dates, validity, notes, and line items in one form. Search the catalog to add rows with automatic name, unit, quantity, price, and tax—or add free-text service lines. Totals and taxes calculate live.

  • Email delivery and customer response

    Send to the customer inbox; they open a secure link, review totals, and accept or decline in one click. Responses update status and can trigger notifications. Send and view timestamps are logged.

  • PDF and customizable templates

    Produce branded PDFs with configurable logo, headline copy, palette, and footer fields. Attach to email or offer a download link.

  • Discounts and pricing

    Line-level percent or amount discounts plus an optional document discount. Taxes follow workspace and product rules with inclusive or exclusive display.

  • Currency and FX

    Amounts default to workspace currency. Optional dated exchange rates let you show alternate currencies or annotate FX on the document. Live-rate integrations can supply current values.

  • Status and validity

    Track draft, sent, viewed, accepted, declined, and expired states from a single list. Mark expired quotes manually or in bulk when validity ends; history shows customer engagement.

How does the proposal flow work?

The Proposal module speeds sales and keeps customer conversations structured. Below is the lifecycle, pricing options, and integrations at a glance.

Proposal lifecycle

Author, send, capture customer decisions, and archive—always searchable for reporting.
Work on unsent quotes; duplicate drafts to spin up variants quickly.
Email deliveries log send time; opening the link updates viewed time.
Status moves when the customer opens the page; view counts and last seen time are available.
One-click responses persist in the system so downstream order or invoice steps can start immediately.
Move quotes past validity automatically or in bulk; reminder emails can nudge customers beforehand.

Pricing and discounts

Line and document discounts, tax math, and currency presentation stay transparent.
Percent or amount per row with automatic net line totals.
Apply a single percent or fixed reduction after subtotal; taxes recalc on the discounted base.
Inclusive or exclusive pricing follows workspace and product configuration; tax totals appear clearly in the summary.
Optional dated rates show alternate currencies or document FX assumptions in notes.

PDF and customer experience

Branded PDFs and a frictionless accept/decline experience.
Tune logo, company name, palette, and footer copy so every PDF matches your brand.
Recipients open the quote in-browser with clear totals and one-tap Accept or Decline.
Alert owners when a quote is accepted or declined via email or in-app channels.

Catalog integration and numbering

Product module linkage plus configurable proposal numbering.
Search products when adding lines; catalog updates affect new rows while historical quotes stay frozen.
Automatic numbers with prefix, date parts, and sequence—format rules live in settings.
Duplicate existing quotes or keep template proposals with common line bundles.

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