Versions with a reason
A new version can’t be created without saying why. The history tells the whole negotiation.
Quotations
Negotiate as many times as it takes without ever losing the thread.
Every revision of a quote is kept as a version with its reason, and you can compare any two versions side by side. When the customer signs, the CRM opportunity is won automatically and the quote is split or merged into the orders you need.
Without MKA
- Nobody is sure which version the customer approved or why the price changed.
- Turning a signed quote into an order means retyping everything by hand.
- Expired quotes keep inflating the “about to close” report.
What you’ll measure
Acceptance rate
41 %+5 pts
signed / closed quotes
Response time
1,6 días−0,9 días
from request to first version
Valid quoted amount
Bs 2,4 M+9 %
Versions per quote
1,8−0,4
less back and forth
Sample indicators with illustrative data. In MKA they are computed live from your operation.
Try it right here
Compare versions, send the PDF and the customer signs.
On the left, the rep in the back office; on the right, the buyer’s email. Compare two versions with changes highlighted (a new one requires a reason), send the PDF, the customer signs and returns it, and recording the signature wins the CRM opportunity automatically. Finish by splitting it into two orders by date. Use "Watch it run" to see it play by itself.
Example flow
From the first offer to a confirmed order
Step 1/5
It starts from an opportunity
The quote is created from the opportunity and stays linked to it.
CRMBenefits
Why Quotations in MKA
Side-by-side comparison
Pick any two versions and see which lines, quantities and prices changed.
Split or consolidate
One quote is split into several orders, or several quotes are merged into a single order.
Synced with the CRM
Signing wins the opportunity and rejects the other open quotes, without anyone having to remember.
Valid and expired, kept apart
Filter by validity so your team chases what can still be closed.
PDF ready to send
Every version prints to PDF with its number and terms, and can be cloned for a similar customer.
In detail
Everything included
Versioning
- Every new version requires a reason
- Side-by-side comparison of any two versions
- Full negotiation history
- Clone a quote as a starting point
Lifecycle
- Validate, sign, refuse and cancel
- Filter for valid and expired quotes
- PDF output for every version
Conversion to orders
- Split one quote into several orders
- Consolidate several quotes into a single order
- Relationship visible in the document map
CRM sync
- Signing wins the opportunity automatically
- The other open quotes become refused
All-in-One
Connects with
Data flows between modules on its own: no integrations, no exporting or importing.
FAQ
Can I go back to an earlier version?
Every version is kept with its reason; you can compare them and sign the one the customer accepted.
What if the customer wants deliveries on different dates?
You split the signed quote into several orders, each with its own lines, and all stay linked to the original quote.
More in Sales & CRM
See Quotations with your data.
In 30 minutes we walk through your real flow: from sale to invoice, from stock to journal entry.