Quotation & Document Builder
Branded quotes without leaving the deal
Reusable templates, line-item catalogs, approval routing and one-click PDF — quotes count against a monthly quota.
How Quotation & Document Builder Operates
Engineered for speed, data accuracy, and zero human friction across your organization.
Trigger & Ingestion
Events trigger automatically via inbound leads, attendance logs, WhatsApp messages, or scheduled automation rules.
Shared Database Sync
Updates execute instantaneously on the single unified backend. No third-party middleware or syncing delays.
Downstream Execution
Alerts sales closers, computes attendance deductions, updates quotation revisions, or drafts marketing campaigns.
Why Native Sync Beats Point Tools
Zero Webhook Fragility
Never worry about broken Zapier keys, API schema shifts, or duplicate records. Everything lives in one shared database.
Real-Time Audit Trail
Every user interaction, deal modification, and attendance punch is logged with precise timestamps and user attribution.
Role-Based Access Control
Enterprise permission matrix ensures sales reps only view pipeline deals, while HR managers access attendance records.
Transparent Metric Billing
Included in your module tier or metered with published rates without forced all-employee seat upgrade penalties.
Frequently Asked Questions
Unlike point solutions that require Zapier webhooks, Quotation & Document Builder writes directly to the shared Dolfin360 core database. When a status or record updates here, it immediately reflects across CRM, HRMS, and messaging with 0ms sync delay.
All core functionality of Quotation & Document Builder is included with your active modules. Any metered consumption (such as API calls or message credits) is drawn from your credit wallet at published transparent rates with no per-user penalties.
Yes. The 14-day free trial gives you unrestricted access to Quotation & Document Builder on your live or staging dataset with no credit card required.
Ready to deploy Quotation & Document Builder?
Start your 14-day free trial on your real data. No credit card required. Full team access.