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Sales and quoting

Capture enquiries, keep the negotiation record, and turn a BOQ into a priced, approved quote.

In this section

Capturing enquiries and lead sources
Record enquiries manually and tag where each one came from, including manual Meta and Facebook fields, to see which channels convert.
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Lead to deal to project: the three objects
Why Panzo keeps a separate deal between a lead and a project, so the negotiation record is never lost.
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The customer directory and contact history
One profile per customer with contacts, activities, meetings and the full communication history in one place.
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Building a room-wise, work-type BOQ
Structure estimates by area and work type with a reusable rate library and built-in calculators.
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Generating a quote: revisions, customer view and approval
Create a client-ready quote from a BOQ, track every revision, compare versions and route it through the approval workflow.
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Price books, price locks and terms versioning
City-scoped, date-effective versioned price books, price locks that honour a quoted rate, and versioned terms captured on each quote.
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Bring structure to your interior business.

Start managing your leads, quotations, projects, procurement, billing, and handovers with Panzo.