"}},{"@type":"Question","name":"How does CRM quoting software work?","acceptedAnswer":{"@type":"Answer","text":"
CRM quoting software usually pulls customer information, product details and pricing data from your CRM system.
\nUsers can customize quotes, create templates to share with colleagues and include terms and conditions.
\nOnce finalized, quotes can be sent directly to customers using the software.
CRM quoting software streamlines the quoting process, making it easier to create, send and track quotes.
It allows salespeople to manage their pipeline more effectively while improving customer satisfaction with accurate quotes and seamless follow-ups.
Learn how Pipedrive can help optimize your quoting process, close deals faster and build stronger customer relationships.
14-day trial. Zero cost. Full access. No credit card required.
4.5/5
4.2/5
4.3/5
4.5/5
4.5/5
4.7/5
Smart Docs is a powerful documentation tool that helps companies generate trackable quotes, get e-signatures and close deals faster.
Smart Docs enables you to:
Streamline document management. Keep all your files in one place with document management integrations
Get e-signatures quickly. Give your customers an easier way to sign with a built-in electronic signature solution
Send trackable quotes. Get notified when customers open your document and see reminders to follow up
Fill documents automatically. Create documents that populate with information from your Pipedrive fields
Smart Docs is included in the Professional, Power and Enterprise plans, and it’s available as an add-on for the Essential and Advanced plans.
Learn more about Pipedrive’s Smart Docs add-on.
Here are some key features all sales quoting software should include:
Centralized database. Manage your leads from one place with Pipedrive’s sales lead CRM
Sales pipeline. Visualize your sales process at every stage with Pipedrive’s sales pipeline management software
Contact management. Get granular customer data and contact history with contact management features
Product catalog. Create a product catalog and automatically fill quotes with key information
Automated reminders. Get timely notifications to follow up with Pipedrive’s automated reminders
Keeping track of leads, deals and quotes across different platforms is challenging.
CRM and quoting software combines lead management, deal management and quoting features into a single tool. Now, you can manage every part of your sales process from one dashboard.
Use Pipedrive’s intuitive platform to capture leads, monitor deal progress and create quotes effortlessly.
Learn more about Pipedrive’s lead management and deal management features.
Sending quotes to clients doesn’t have to be an impersonal process – a thoughtful approach can make all the difference.
Pipedrive’s AI-powered features can help you quickly draft personalized and professional quotes and follow-up emails, track opens and get check-in reminders so you never miss an opportunity.
Need an app for that? Pipedrive’s AI recommends tools in the marketplace to streamline your sales and quoting workflows. It also reviews your activity patterns and recommends the next best action to drive your team forward.
Learn more about Pipedrive AI.
Producing accurate quotes helps drive sales and streamlines the customer experience.
By using sales quoting software, you can automatically populate quote templates with relevant information, speeding up quote generation and ensuring consistency.
Use Pipedrive’s document templates and autofill functionality to create professional quotes quickly.
Learn more about Pipedrive’s templates and document features.
For strategic planning and effective cash flow, you need accurate sales forecasts.
Quote CRM software eliminates the uncertainty from sales predictions, giving you real-time insights into future revenue and profitability.
Use Pipedrive’s advanced analytics and forecasting tools to analyze your sales data, identify trends and more accurately predict sales outcomes.
Learn more about Pipedrive’s sales forecasting tools.
Expand the capabilities of Pipedrive with hundreds of apps and integrations
Before adopting Pipedrive, Sellto used over ten tools to track sales and manage quotes, proposals and contracts.
Switching to Pipedrive and Smart Docs enabled Sellto to minimize its tech stack, tripling efficiency and cutting document management costs by 58%.
“Pipedrive inspired us. It helped us realize what was possible. With Smart Docs, we could actually package the product in a way to make it more attractive and appear more professional to prospects.”