Branded proposals and line-item quotes built from deal data, sent for review, and — when accepted — converted to an order and an invoice in the same product. No copy-paste from CRM to proposal tool to accounting. The quote is one record that travels through the entire sales and billing cycle, carrying the deal context with it.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Quote line items populate from the deal's product list; when the prospect accepts, one click converts the quote to an order and an invoice — the accounting module picks it up immediately.
Add cover pages, service descriptions, team bios, case studies, and pricing tables to a branded document your prospect views in-browser — not a PDF attachment.
Set the quote currency per deal; tax rates apply by line item or by region; the invoice inherits the same currency and tax config without reconfiguration.
Offer good/better/best pricing tiers or let the prospect toggle optional line items; their selection feeds back into the CRM deal value automatically.
Set an expiry date on any quote; automated reminders go to the prospect before it lapses and notify the rep if it expires without a response.
Every proposal has a built-in e-signature field — no DocuSign add-on, no PDF round-trip. Signing triggers the deal-won status and starts the invoice workflow.
PandaDoc and Proposify are polished proposal tools — but they are one more monthly bill, one more contact database, and one more integration that breaks on a bad day.
Start free with VCard & Link-in-Bio. Turn on Proposals & quotes and the rest of the catalog from one flat plan — no per-seat fee, ever.