What is quote CRM software?

Quote CRM software like Pipedrive combines sales quoting tools with traditional customer relationship management features.

What’s the best online sales quoting software?

Pipedrive is a cloud-based sales quote CRM that you can access via the web, your desktop or a dedicated mobile app for Apple and Android devices.

Does the Pipedrive quote CRM use artificial intelligence?

Pipedrive offers a range of AI features, such as an AI Sales Assistant that can reduce errors, boost deal velocity and help you improve your bottom line. For example, the Sales Assistant can automatically update lead and customer information, ensuring your quotes are error-free. Pipedrive also harnesses AI to generate and summarize emails and recommend the best apps for your workflows. Learn more about Pipedrive’s AI search engine for Marketplace and AI email writer .

How does CRM quoting software work?

CRM quoting software usually pulls customer information, product details and pricing data from your CRM system . Users can customize quotes, create templates to share with colleagues and include terms and conditions. Once finalized, quotes can be sent directly to customers using the software.

Quote CRM

Create, send and track quotes from your CRM

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.

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Create quotes faster with Pipedrive’s Smart Docs

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.

Pipedrive’s sales quoting software features

Track your quotes

Monitor the status of your quotes, be notified when they’re opened and follow up when it’s convenient.

Manage leads and contacts

Track interactions, nurture relationships and convert more prospects into customers.

Customize your pipeline

Tailor your sales pipeline to fit your needs, manage deals efficiently and boost your sales performance.

Achieve your goals

Plan activities, receive notifications and reach your sales goals with Pipedrive’s activity tracking features.

Automate your workflows

Reduce manual tasks and ensure consistency in your sales activities with workflow automation.

Combine your tools

Enhance productivity and create a seamless workflow by integrating your quote CRM with your favorite tools.

What to look for in quote CRM software

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

Manage leads, deals and quotes from a single tool

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.

Personalize quotes and follow up faster with Pipedrive AI

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.

Generate accurate quotes from templates quickly

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.

Forecast sales for more accurate sales predictions

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.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

How Pipedrive helped Sellto triple their sales process efficiency

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.”

Read the case study

Quote CRM FAQs

Pipedrive offers a range of AI features, such as an AI Sales Assistant that can reduce errors, boost deal velocity and help you improve your bottom line.

For example, the Sales Assistant can automatically update lead and customer information, ensuring your quotes are error-free.

Pipedrive also harnesses AI to generate and summarize emails and recommend the best apps for your workflows.

Learn more about Pipedrive’s AI search engine for Marketplace and AI email writer.

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments