Create order forms, proposals and sales quotes with custom deal terms in minutes
Example quotes
Preview
button.Draft
Published
Published (with pending changes)
Pending signature
Accepted
Executed
Onboarding session
Set up list prices
Build a quote template
Create and publish a test quote
+ Add product
and choose from the set of products you’ve set up in your product catalogue.
By default, the list price will be added to the quote.
+ Add new phase
and choose a duration.
Preview
to review the quote prior to publishing it. Publishing a quote will generate a shareable link for it. When you select Publish
you have the option to send an email notification to your customer with a custom message. Once published, you can also download a PDF version of the quote.