Quote Management

As many of you requested, starting today a great Quote Management module (included in any standard plan) will simplify your sales process.

Professional sales quotes can be easily created from deals in 2 minutes, with the option to export as a PDF or send the offer from your email address.

Your quote template can be customized (and translated) for each team, and you will use your own predefined pricebook.

New quotes can be subject to team leader/admin approval before the sales rep can send it to the customer. You can generate an unlimited number of quote revisions for each deal and access them from one central screen (quote history).

Read more about quote management:

https://support.onpipeline.com/article/quote-management/
https://support.onpipeline.com/article/quote-management-setup/

Please feel free to contact Support for any questions.