Quotes and proposals generated straight from the deal — e-signed and converted into a won sale
Build a quote in seconds straight from the deal, pick products and prices from the catalogue, send it with an electronic signature and turn it into a won deal automatically on acceptance. No Word documents copied by hand, no templates lost on a desktop.
From deal to signed quote, without leaving the CRM
Quote generated from the deal
Start the quote straight from the deal, with the contact, company and value pre-filled — no more copying data from one place to another.
Product and price catalogue
Pick products, services and bundles from the catalogue, with prices, discounts and VAT applied automatically — correct totals every time.
Branded quote templates
Quotes with your own logo, colours and terms, set up once and reused, unlike the rigid exports from Pipedrive.
Electronic signature
The client signs the quote straight from the email, with no account and no printing — you get an instant notification on acceptance.
Quote → won deal conversion
On acceptance, the deal moves automatically to the won stage and the value enters the forecast — no manual steps.
Versions and history
Every quote revision stays in the history, with who opened it and when — you know exactly which version the client signed.
Your sales team stops juggling CRM, Word and inbox. The quote is born from the deal, sent in one click, e-signed and returned to the pipeline as a won sale — the whole flow stays linked to the same contact and company.
Frequently asked questions about quotes and proposals
Turn every deal into a professional quote in seconds
We set up your product catalogue and first branded quote template on day one.