Quotations and proposals
Send proposals in minutes, not hours
Build quotations from your product catalog, apply your own pricing rules and let customers approve online.
What you get
Shared catalog
Products and services reused by CRM and quotations, always with the same data.
Your pricing rules
Margins, discounts and taxes calculated by the rules you configure.
Online approval
Customers open a secure link, review and approve the proposal.
Status tracking
See drafts, sent, approved and expired quotations at a glance.
Frequently asked questions
Can I customize the proposal layout?
Yes. Use templates with your branding, sections and text blocks.
Does the AI set prices?
No. AI can help with text, but prices always come from your own pricing rules.
Can a quotation become a deal?
Yes. Quotations can be linked to CRM deals.