Saudi Arabia
UAE
Qatar
Bahrain
Kuwait
Oman
Lebanon
Egypt
India
UK
Ireland
Germany
USA
Australia
Singapore
South Africa
Iraq
Jordan
Hungary
Georgia
Turkey
LagosNigeria
Quotations and proposals · UAE
Quotation Software in the UAE
Quotation software in the UAE lets sales teams build accurate quotes in minutes: correct prices, 5% VAT, discount approvals and a professional Arabic and English PDF, then convert the accepted quote into an order without retyping. Shyphan implements it on Zoho CRM, Odoo Sales or Dynamics 365 Sales for UAE traders, distributors and service firms, with a fixed quote in AED.
Prefer to talk? Call +971 55 145 3265
Get a free recommendation
Tell us what you want to fix. A senior consultant replies within one working day with a written view.
Trusted by businesses across the UAE, Saudi Arabia and beyond
Quotation Software in the UAE: the short answer
- What it is
- Quotation software creates, approves, sends, revises and tracks price quotes and proposals, then turns accepted quotes into sales orders.
- Best suited to
- UAE companies that send many quotes a week and lose time in Excel and Word templates, wrong prices, or unapproved discounts.
- Core stack
- Zoho CRM, Zoho Books, Odoo Sales, Dynamics 365 Sales, Zoho Sign, Zoho Writer
- Typical timeline
- Four to sixteen weeks depending on the platform, modules, data migration and integrations; we phase larger programmes.
- What it costs
- A fixed price in AED after a free discovery call, phased so you are never committing to the whole programme on day one. Platform licences are billed by the vendor.
- Local specifics
- VAT shown the way buyers expect; Arabic for government-linked buyers; Quotes sent on WhatsApp.
- Delivered by
- Shyphan AI Solutions: Zoho Premium Partner, Official Odoo Partner, independent Dynamics 365 consultancy and custom software house, so the platform is chosen by fit.
- Last reviewed
- 29 September 2026
Quotation Software in the UAE: who it is for
UAE companies that send many quotes a week and lose time in Excel and Word templates, wrong prices, or unapproved discounts. Quotation software creates, approves, sends, revises and tracks price quotes and proposals, then turns accepted quotes into sales orders.
- Price lists and margin guard
- Discount approvals
- Revisions and versions
- Arabic and English PDF templates
What we use to deliver quotation software
Tools and platforms we typically use, and the systems it connects to. The final choice is made against your systems, budget and team.
Odoo
Business Central
Microsoft 365
WhatsAppQuotation Software in the UAE: what is included
Quotation software in the UAE lets sales teams build accurate quotes in minutes: correct prices, 5% VAT, discount approvals and a professional Arabic and English PDF, then convert the accepted quote into an order without retyping.
Price lists and margin guard
Quotes pull prices from customer-specific price lists in AED or foreign currency, and show margin to the salesperson, so nobody quotes below cost or from last year's spreadsheet.
Discount approvals
Discounts above a set percentage or quotes above a value go to a manager for approval before the PDF can be sent, with the approval recorded on the quote.
Revisions and versions
When a customer asks for changes, a new revision is created and the history is kept, so everyone knows which version the customer accepted and what changed.
Arabic and English PDF templates
Quotes print in English, Arabic or both, with your branding, TRN, validity date, payment terms and 5% VAT shown clearly, which many UAE buyers expect before issuing a PO.
Online acceptance and e-signature
Customers can accept a quote online or sign it through Zoho Sign or the platform's portal, and acceptance automatically creates the sales order.
Quote pipeline and win rate
Reports show open quotes by value and age, win rate by salesperson and product, and quotes expiring this week, so follow-up happens before the customer goes elsewhere.
Industrial distributor quoting from RAK and Sharjah
How quotation software in the UAE looks in practice. Illustrative; every project is scoped to the business.
Picture an industrial spare parts distributor with a warehouse in RAKEZ and a sales office in Sharjah, supplying bearings, valves and pumps to factories and oilfield contractors across the UAE. Salespeople quote from memory or old PDFs, discounts vary by salesperson, and customers often receive a quote for items that are out of stock.
- Configure Zoho CRM quotes linked to Zoho Inventory so each line shows current stock, lead time for items to order and the customer's agreed price list.
- Set discount limits per salesperson and customer tier, with quotes above the limit routed to the sales manager for approval before the PDF can be sent.
- Convert accepted quotes into Zoho Books sales orders and invoices, and report on lost quotes by reason, product group and competitor mentioned.
See it on the platforms we deliver
Real screens from the platforms we implement. Yours are configured to your entities, processes and KPIs.
The Odoo CRM pipeline
Opportunities by stage with expected revenue, tags and next activities, in a kanban view.
- Price lists and margin guard
- Discount approvals
- Revisions and versions
Multiple sales pipelines in Zoho CRM
Four deal pipelines side by side (standard, mid-market, real estate and SMB), each with its own stages from qualification to closed won or lost.
- Arabic and English PDF templates
- VAT shown the way buyers expect
- Arabic for government-linked buyers
Which platform for quotation software in the UAE?
An honest comparison. We implement all of these, so the recommendation follows your processes, team and budget.
| Option | Best when | How it fits this need |
|---|---|---|
| Zoho CRM + Books + Inventory | Distributor or trader wanting quotes linked to stock at modest cost | A strong fit for UAE traders who want stock-aware quotes, approvals and invoicing without a full ERP project. Complex product configuration needs Zoho CPQ-style extensions or custom work. |
| Odoo Sales | Quotes must link to manufacturing, projects or complex stock | Best where quotes feed production or projects. Odoo's quote builder, optional products and online signature are good out of the box, with little extra configuration for most traders. |
| Dynamics 365 Sales | Large sales team working inside Outlook and Teams | Fits bigger organisations with long approval chains and Microsoft 365. Quote output, especially bilingual Arabic and English PDFs, often needs extra templating work. |
| Your accounting tool's quote feature | Few quotes a month, no approvals, one salesperson | Many accounting tools already produce decent VAT quotes. If volume is low, that may be enough and saves the cost and training of a CRM project. |
What changes in the UAE
The local rules and realities we design for before go-live. Rules change, so we re-check the current position at scoping.
VAT shown the way buyers expect
UAE buyers want to see net, 5% VAT and total in AED on the quote. Templates also handle zero-rated exports and reverse-charge services so the later tax invoice matches the quote.
Arabic for government-linked buyers
Some UAE buyers, particularly government-linked entities, prefer or require Arabic documents. Bilingual templates with right-to-left Arabic sections avoid manual translation for every quote.
Quotes sent on WhatsApp
Many UAE customers ask for quotes on WhatsApp. Quotes can be sent via the WhatsApp Business Platform with approved templates and opt-in, and the send is logged on the customer record.
What drives the cost, and what it connects to
No price list: we quote a fixed price in AED after discovery. These are the factors that move the effort up or down.
Product catalogue size
Thousands of SKUs with variants, units of measure and supplier codes need data cleaning and import. A short list of services or standard products is fast to set up.
Pricing complexity
Customer-specific price lists, volume breaks and contract prices add configuration and testing. One public price list with simple discounts keeps the setup straightforward and quick.
Bilingual templates
Arabic and English quote PDFs need translated product names, terms and careful layout testing. English-only templates are quicker but may not suit government-linked buyers.
Link to stock and invoicing
Connecting quotes to live inventory and accounting adds integration effort but removes retyping. A standalone quoting tool is cheaper at first and costs more in manual work.
What it connects to
Stock levels and lead times appear on quote lines; accepted quotes reserve stock for the customer's order.
Accepted quotes become sales orders and tax invoices with 5% VAT and TRN, without retyping any lines.
Quotes are emailed from the CRM with replies logged against the deal, so conversations stay with the quote.
Customers accept quotes with an electronic signature; signed PDFs are attached back to the deal record automatically.
Quote values, win rates and lost reasons by product line and salesperson feed weekly sales reviews.
How we deliver quotation software
Phases, indicative timing and what is delivered in each. Scope is fixed and priced in AED before we start.
Review current quotes
We collect sample quotes and templates and see where time and errors come from.
Design
Price lists, approval rules, templates, revision rules and quote-to-order flow are agreed.
Build
Configure products, price lists, templates, approvals and e-signature; import customers and items.
Pilot
A few salespeople send real quotes and we adjust templates and rules.
Roll out
Whole team goes live with training and a weekly quote report.
When quotation software is the wrong answer
If your quotes involve complex engineered products with configurable options, rules and drawings, basic quotation software will be too thin. You would need CPQ-style configuration rules or a custom configurator, which is a bigger project. For simple single-price services, invoicing software alone may do.
How we handle it: We implement Zoho, Odoo and Dynamics 365 and build AI and custom software, so our written recommendation can point you to a simpler option, or to doing nothing yet.
Checklist and common mistakes
Buyer's checklist
What to ask for before you choose a provider.
- Ask whether quotes show live stock and expected delivery date, so customers are not promised items you do not hold.
- Check that discount limits can be set per user and per customer group, with automatic approval routing above them.
- Require Arabic and English quote templates that handle right-to-left text correctly, including product descriptions and terms.
- Confirm that quote validity dates, payment terms and delivery terms print clearly and can be changed per customer.
- Ask for lost-quote reasons as a required field, so reporting shows why business is lost, not just how much.
- Check how existing customer price lists and product data will be imported and who cleans them before go-live.
Common mistakes
What we see go wrong in the UAE, and how to avoid it.
- Letting every salesperson set discountsWithout limits, margins erode quietly across the team. Set discount limits per role and require approval above them, then review exceptions monthly to see whether limits are realistic.
- Quoting without stock visibilitySalespeople promise delivery on items still at the supplier. Show stock and lead time on the quote screen so promises match what the warehouse can actually deliver.
- Arabic added as an afterthoughtTemplates designed in English break when Arabic text is added. Plan bilingual layouts from the start and test long Arabic product names before rollout.
- No reason captured for lost quotesLost quotes simply expire and teach you nothing. Make a lost reason mandatory so pricing, stock and competitor patterns become visible over a few months.
A UAE team you can meet in person
That is our team at Zoholics Dubai 2026. We deliver Zoho, Odoo, Dynamics 365 and custom projects from our Ras Al Khaimah office with remote delivery across all seven emirates, in English and Arabic, and we run workshops on site in Dubai, Abu Dhabi and Sharjah when a project needs it.
Quotation Software in the UAE: questions we get asked
What is the best quotation software in the UAE?
Is quote management software the same as proposal management software?
Can quotes include Arabic?
How is quotation software different from order management software?
Can the quote become an invoice automatically?
How much does quotation software cost in the UAE?
Can quotation software in the UAE send reminders before a quote expires?
Can we quote in US dollars or euros as well as dirhams?
Can we reuse a previous quote for a repeat customer?
Why choose Shyphan?
Talk to a consultant about quotation software
A free 30-minute call, then a written recommendation and a fixed quote in AED, including the honest option that this is not the right fit.
