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-module fee, ever.
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