Professional quotes with discount, tax, reminders, and win/loss analytics.
Send quotes that win deals — and track them to close.
Build and send quotes that feel polished, then watch how prospects interact with them. Every open, click, and decision is tracked back to the deal.
No credit card required.
What you get
Everything in the box.
- Line items with discount and tax — Percentage or fixed-amount discounts, per-line or whole-quote tax rules, auto-calculated totals.
- Branded email delivery — Quotes send through your configured sender with a clean template and a reply-to address that goes to your team.
- Public share link — Customers open the quote in a browser without signing in. No PDF email attachment friction.
- Automated reminders — Configurable follow-ups before the quote expires, so your team doesn’t have to remember to chase.
- Win/loss tracking — Mark a quote accepted or declined with a reason code. Win rates roll up into sales reports.
- Linked to contacts and deals — Every quote ties to a CrmContact and optionally a Deal, so forecasting and pipeline views reflect real quote activity.
How it works
Connected to the rest of the platform.
Quotes are composed in the CRM alongside their contact, sent with tracking tokens, and every recipient interaction (open, link click, decision) writes back to the quote record. Reminder jobs run nightly to nudge stalled quotes; win/loss reasons feed analytics that show which sales reps and which offerings close best.
Try it yourself, or have us build it.
Start a 21-day free trial with 2 seats included, or request a Professional Services engagement for a guided rollout.