The Sales Quotation Automation Solution eliminates the copy-paste cycle when creating quotes. Update a deal status and a professional quote is generated using your board columns; product SKUs or service lines from sub-items map into a clean table automatically. The quote is emailed to the client for e-signature, and you can include a secure payment link via Stripe to collect deposits at the same time.
Use cases include:
Proposal management - standardized T&Cs, expiry reminders and real-time deal updates.
Complex quotations - automated price calculations and individual item tax across sub-items.
Service scopes - customize templates for each client with multi-step manager approvals.
Global commerce - support multiple currencies, local languages and secure OTP verification.
Try the Sales quotation solution free and give your clients a frictionless quoting experience.