How customer rating helps in quotation/invoice preparation?

Effective customer management is key to successful sales. Quotationer’s built-in customer rating feature enables you to better understand and prioritize your clients when preparing quotations and invoices — ensuring a more personalized and strategic approach.

How It Works:- Each customer in Quotationer can be assigned a rating — such as stars or levels — based on your internal criteria. This rating is then visible when you’re preparing quotations or invoices, helping you tailor content accordingly.