Quote with Confidence

In the heat of a complex deal, the last thing you need is a messy, unmanaged quoting process. If you’ve ever lost track of a critical revision, wondered which version was sent to the clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer., or struggled to track the actual status of every proposal, you know the pain.

Pipeliner CRM’s Quotes feature isn’t just a place to store a document—it’s your strategic control center for every proposal. It turns the complex, error-prone quoting process into a streamlined, crystal-clear path to acceptance, helping you close more deals, faster.

Unlock These Powerful Advantages

Pipeliner CRM empowers your sales team with the tools needed to manage and convert proposals efficiently, ensuring precision from creation to acceptance.

• Never Lose Track with Complete Visibility: Gain Instant Quote Lifecycle Visibility. See the exact status of every quote, every revision, and every offer for all customers and prospects right from the main Quotes Menu or the associated Opportunity record. You’ll always know which quotes are active, accepted, or rejected.
• Future-Proof Your Deals with Multi-Option Quoting: Pipeliner CRM offers Multi-Option Quoting and Revision Control. Create multiple, distinct quotes linked to a single Opportunity, allowing you to present different productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. or service bundles without confusion. This ensures you always have the right option ready to secure the win, while our revision tracking helps manage every amendment.
• Maintain DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. Integrity with Bi-Directional Synchronization: Ensure your deal data is flawless with Bi-Directional Product Synchronization. With Product Sync, the Products/Services listed on your Quote and your Opportunity are always identical. Turn it On when the quote is accepted to instantly update the Opportunity with the final, winning configuration—eliminating manual data entry and errors.
• Standardize for Success with Guided Processes: Utilize pre-defined, customizable Quote Processes to ensure every salesperson follows best practices and moves deals forward efficiently. This provides Standardized, Guided Excellence by automatically managing version control and allowing administrators to lock quotes for editing once they’ve been sent, eliminating last-minute errors.
• Seamless ConversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. with Automated Closing: Achieve Seamless Quote-to-Opportunity Closing. When a quote is Accepted, Pipeliner CRM prompts you to Win the Linked Opportunity instantly. If a quote is Archived (lost), you’re prompted to fill out a vital Lost Reason, ensuring continuous process improvement and accurate reporting on your losses.

How Pipeliner CRM Makes Quoting Effortless

1. Creation and Customization

Create a new quote directly from the Opportunity in a few clicks. Your quote automatically inherits the current Products, Services, AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., and Contacts. Do you need to quote only a few items? Select the specific line items you want and generate a targeted proposal instantly.

2. Full Flexibility

Link each quote to a unique Quote Form—perfect for different types of offerings (e.g., “Service Agreement,” “Hardware Proposal”). Use Automatizer processes to trigger actions based on quote status, such as sending an internal alert when a high-value quote is created.

3. Simple Management & Tracking

Track progress visually in the Board View or in a detailed List View. Use simple drag-and-drop actions to move quotes through your defined process steps. All related follow-up Activities are linked directly to the quote, ensuring nothing falls through the cracks.

4. Professional Output

Output your quote data, including the product/service grid, into professional documents using your Office 365 Word or Google Docs Templates. Attach the final document and email it directly to your customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business., completing the entire process within Pipeliner CRM.

Get Started

The Quotes feature is available to our Unlimited Tier customers. For EnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment., Business, and Starter tiers, it can be added to your subscription. Contact your Account Manager today to start closing deals with precision.