Quote prospects accurately — before they shop elsewhere
Build lead-linked fee breakdowns with tuition, visa, and service lines. Counselors price in minutes from the lead profile; managers see every quote in one list.
80%
faster than spreadsheets
8+
fee line types
1-click
from lead to quote
#1042
MBA Programme
$4,200
Paid#1043
IELTS Prep
$850
Pending#1044
Visa Service
$1,500
SentWhy agencies lose deals on pricing
Slow, inconsistent quotes push families to competitors. edazent ties every fee breakdown to the lead so counselors quote fast and finance stays aligned.
Quotes take too long
Problem: Counselors rebuild fee breakdowns in Word or Excel for every prospect — tuition, application, EMGS, insurance — and hot leads go cold waiting.
Solution: Open the lead's Fees & pricing tab, start from a standard template, adjust amounts, and save a linked quotation in minutes.
Pricing errors cost trust
Problem: Wrong currency, missing visa fees, or outdated programme costs get sent to families — then corrected awkwardly over WhatsApp.
Solution: Structured fee lines with categories, line discounts, order-level tax, and multi-currency support keep every quote consistent.
No link between quote and payment
Problem: Quotes live in email threads. Finance chases payments without knowing what was originally offered.
Solution: Track subtotal, total, amount paid, and status on each quotation. Jump from the list to the lead or detail view in one click.
How counselors build quotations in edazent
From a standard education template to fully custom packages — every mode lives on the lead's Fees & pricing tab.
Standard breakdown for education leads
Start from the default template — consultation, application fee, EMGS/visa, and deposit lines — pre-filled for agency workflows.
What you get
- Consultation & file preparation
- University application fee (est.)
- EMGS / student pass processing
- Deposit or partial tuition
Agency tip: Best for first quotes on new education leads. Adjust amounts per destination and intake.
#1042
MBA Programme
$4,200
Paid#1043
IELTS Prep
$850
Pending#1044
Visa Service
$1,500
SentEight fee types agencies actually use
Tuition, visa processing, insurance, partner commissions — each line has a type, quantity, unit price, and optional discount.
- Line-level discounts at 0%, 5%, 10%, 15%, or 20%
- Category badges — Tuition, Service Fee, Living, Insurance, and more
- Order-level discount, tax, and amount paid on every quotation
- Multi-currency support with your agency's display currency
Quick-add fee presets
One click to add common agency lines
Package preset: Load a full-study bundle — program tuition, visa processing, accommodation, and airport pickup — then fill in amounts.
Line-by-line transparency for families and finance
Every quotation shows exactly what the student pays — consultation, application, EMGS, deposit — with discounts applied per line.
Fees & pricing
Lead quotation builder
| Line item | Category | Qty | Unit | Disc. | Line total |
|---|---|---|---|---|---|
| Consultation & file preparation | Service Fee | 1 | RM 500 | — | RM 500 |
| University application fee (est.) | Tuition | 1 | RM 350 | — | RM 350 |
| EMGS / student pass processing | Service Fee | 1 | RM 1,200 | 5% | RM 1,140 |
| Deposit or partial tuition (per offer) | Tuition | 1 | RM 8,500 | — | RM 8,500 |
Order discount, tax, and amount paid adjust the final total.
Subtotal
RM 10,490
From lead to signed quote in four steps
Quotations are built where counselors already work — on the lead profile — and tracked agency-wide.
Open the lead
From your pipeline, open the prospect and go to the Fees & pricing tab — or create a quote from the Quotations list.
Build the breakdown
Choose lead pricing, custom lines, or an existing quote. Add fee types, quantities, discounts, tax, and notes.
Save & track
Quotation links to the lead with code, type, subtotal, total, amount paid, and status visible on the agency dashboard.
Follow up & convert
Share totals with the prospect, record payments against the quote, and move the lead toward enrollment.
Every quote in one list
Owners and managers see all quotations — linked to leads, with totals, payments, and status — without asking counselors for updates.
Agency dashboard
All quotations
| Lead | Code | Type | Total | Paid | Status |
|---|---|---|---|---|---|
| Aisha Rahman (#1284) | QT-1042 | Education | RM 10,550 | RM 2,000 | Sent |
| James Okafor (#1279) | QT-1041 | Service | AUD 1,850 | AUD 0 | Draft |
| Priya Sharma (#1261) | QT-1038 | Education | MYR 12,150 | MYR 12,150 | Paid |
Click any row to view, edit on the lead's Fees & pricing tab, or track payments.
Where quotations live in edazent
Pricing isn't a separate tool — it's part of lead management, finance, and your daily counselor workflow.
Lead → Fees & pricing tab
Primary workspace for counselors. Every quotation is tied to a lead profile with full context.
Quotations list
Agency-wide view of all quotes — filter by lead, see totals and paid amounts, view, edit, or manage from one table.
Quotation detail view
Read-only summary with line items, currency, validity date, notes, and quick link back to edit on the lead.
Finance handoff
Quoted amounts flow into your finance workflow — invoices and receipts align with what was promised to the family.
How each role uses quotations
From front-line counselors to finance — everyone works from the same linked fee data.
Counselor
Scenario: A walk-in family asks for a Malaysia study package — tuition, EMGS, and your service fee — before they leave your office.
With edazent: Open the lead, use the standard pricing template, adjust amounts, and save a quotation linked to their profile in under five minutes.
Branch manager
Scenario: Counselors in Kathmandu and Melbourne quote differently. You need consistency on what gets offered to similar programmes.
With edazent: Shared fee types, package presets, and a central quotations list let you review what each office is quoting before it goes out.
Agency owner
Scenario: You want to know how much pipeline value is quoted vs collected this month across the team.
With edazent: Quotations show subtotal, total, and amount paid per lead. Pair with finance reports for full revenue visibility.
Finance officer
Scenario: A student pays a deposit but finance can't find the original quote that was emailed weeks ago.
With edazent: Every quote lives on the lead with line-level detail. Jump from quotation to lead fees tab or detail view — no digging through inboxes.
Quotations connect your sales and finance stack
Accurate quotes depend on programme data, lead context, and payment tracking — all in edazent.
CRM pipeline
Quotations attach to leads in your pipeline — counselors quote while nurturing prospects.
Learn moreInstitutions & programmes
Programme fee data informs accurate tuition and application lines on every quote.
Learn moreFinance
Move from quoted amounts to invoices, receipts, and payment tracking in one system.
Learn moreAgency success story
“We wouldn't have been able to follow work progress, invoices and possible clients without workflow and invoice tracking. It solved most of our complications instantly.”
— Tan Wei Ming, Managing Director at Global Consult
50% productivity gain
See how growing agencies use edazent →Quotations: spreadsheets vs edazent
See how lead-linked fee breakdowns compare to emailing Word documents and rebuilding quotes from scratch.
Manual / Spreadsheets
1/8
features covered
Generic CRM
2/8
features covered
edazent
7.5/8
features covered
| Feature | Manual | Generic CRM | edazent |
|---|---|---|---|
| Lead pipeline CRM | |||
| Application lifecycle tracking | Spreadsheets | Basic | Full wizard + stages |
| Institution & programme database | |||
| Document rules engine | |||
| Website ↔ CRM sync | |||
| Commission income pool & payout schemes | Excel | ||
| Student portal | Add-on | ||
| Agent portal |
Swipe horizontally to compare features
14 capabilities purpose-built for education & migration agencies.
View full comparisonOne connected system
Your agency website, office CRM, and client portals — one system, one database
Quotes use live programme fees from CRM — the same fees shown on your agency website.
Stop quoting in spreadsheets
Give counselors structured fee templates, link every quote to a lead, and track payments in one system. Start your free trial today.
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Why agencies switch
10
Agency partners
20+
Platform modules
2
Office locations
7 days
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Education & migration agencies in Bangladesh, Malaysia, and Australia trust edazent.