Create Professional Quotes in Minutes
Generate branded quotes and proposals directly from deals. Add line items, discounts, and terms, then send for e-signature. Track when prospects view your quotes.
Why Teams Love Quotes & Proposals
Faster Deal Closing
Generate and send quotes directly from the deal view without switching tools.
Professional Branding
Quotes include your logo, colors, and custom terms for a polished look.
Quote Tracking
Know exactly when prospects open and view your quotes so you can follow up at the right time.
Version Control
Track quote revisions and see which version the prospect is reviewing.
What You Can Do
Line Item Builder
Add products, services, and custom line items with quantities and pricing.
Discount Management
Apply percentage or fixed discounts at the line item or total level.
Quote Templates
Create reusable templates for common quote configurations.
PDF Export
Generate polished PDF quotes ready to send or print.
Common Use Cases
Frequently Asked Questions
Can I customize the quote template?
Yes, add your logo, brand colors, custom terms, and footer text. Create multiple templates for different use cases.
Are quotes linked to deals?
Yes, every quote is linked to a deal. You can create multiple quotes per deal and track which version is active.
Can prospects view quotes online?
Yes, send a shareable link that lets prospects view the quote in their browser. You get notified when they open it.
Does it support discounts and tax?
Yes, apply percentage or fixed discounts at any level. Tax calculation support is available for common jurisdictions.
Ready to Try Quotes & Proposals?
Start your free trial and see how Quotes & Proposals can transform your sales workflow.
No credit card required · 14-day free trial · Cancel anytime