Quote Management Software

Professional sales quotes can be easily created in 2 minutes

Quote Management allows you to create business proposals and quickly respond to bid requests.

You can automate proposal writing, while maintaining a detailed and professional-looking document. 

Quote management is included in standard and advanced accounts.
You can try it free! No credit card required.

Custom Proposals

Modern businesses can no longer survive with generic contents.  Sending personalized offers is essential to gain customers trust.

You can design and produce PDFs with your company’s style and colors, as well as create a new template for each team, use different headers and addresses, and even translate the templates into any language.

Other customizations can be done by you within the UI and full customizations are possible with the help of our support team.

Quote Approval & Email

Manager approvals prevents salespeople from sending out-of-standard offers with excessive discounts.

In Onpipeline offers may be subject to team leaders or administrators approval. Whether you want your offers auto-approved or not is up to you. Offers will remain in draft form until approved by the manager.

Once the offer is ready you can send it to the customer with just one click, without leaving Onpipeline.

Pricebook & Currencies

A pricebook helps you prepare offers quickly. You can add items to Onpipeline, or create them on the fly without using the price list.

During offer generation, prices can be automatically converted to any currency – from your account currency – using official exchange rates.

Quote Version / Revisions

Many clients expect revisions during negotiation! You can create multiple quotes for a single opportunity. This is often done because sales is an iterative process.

Each saved quote creates a new version that can be consulted. For each deal, the history with previous quotes is always visible.

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Onpipeline™ is a cloud-based CRM software that helps companies improve customer relationships. Our CRM systems help sales teams manage contacts, deals, activities, automations, and the entire sales process from anywhere. Should you have any questions about features, pricing or anything else, please contact us.

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