Make your forecast match the quote the buyer sees

If the opportunity says $120K and the quote the customer is reading says $96K, which number is in your forecast?

In QTCFolio the primary quote drives the opportunity amount, so the forecast reflects what the customer is actually looking at.

The longer version

Opportunity amounts are often typed in early and rarely updated. As the deal changes, the pipeline drifts away from the quotes in front of customers.

QTCFolio keeps Salesforce as your CRM and synchronizes accounts, contacts and opportunities. Primary-quote governance means the quote the customer is reading sets the opportunity amount.

Executive dashboards and a renewal risk assistant add the rest of the picture, so you can see what is real in the pipeline and which renewals are at risk before the date passes.