Create, customize, and send professional sales quotes in minutes with automated quote management software that's built directly into your CRM—no switching between tools required.
Every minute your prospect waits for a quote is a minute they could be talking to your competition. Yet most sales teams are still trapped in an outdated process—copying and pasting product details into Word documents, manually calculating pricing in Excel, chasing down approvals via email, and crossing their fingers that nothing gets lost in translation.
Sales reps spend 3-5 hours per week creating quotes instead of selling
Outdated product information and pricing mistakes damage credibility
Prospects lose interest while waiting days for simple quotes
Quote versions multiply across email threads, creating chaos
Management has no insight into pending quotes or win rates
Sales data doesn't sync with accounting, causing errors
In today's fast-paced business environment, buyers expect instant gratification. A prospect who asks for a quote at 2 PM and doesn't receive it until tomorrow morning has likely already moved on. Speed isn't just a competitive advantage—it's table stakes.
Modern quote management software eliminates these bottlenecks by automating the entire quote-to-cash process, enabling your team to generate professional proposals in minutes while maintaining complete accuracy and control.
Salesboom's Quote Management Software transforms how your business creates and manages sales proposals. Built natively into the CRM platform, it eliminates the need to switch between multiple applications, giving your sales team one unified system to manage opportunities, create quotes, and close deals.
The moment an opportunity reaches the proposal stage, your sales team can generate a professional quote without leaving the CRM interface. The system automatically pulls relevant customer information, contact details, and opportunity data, eliminating redundant data entry.
Sales reps simply:
The entire process takes 3-5 minutes instead of hours, allowing your team to respond to quote requests while prospects are still actively engaged. This speed dramatically improves conversion rates and shortens sales cycles.
Unlike standalone quoting tools, Salesboom manages the entire quote lifecycle from creation through approval, revision, and conversion to order. Every quote is tracked within the opportunity, creating a complete audit trail that shows exactly what was proposed, when, and what happened next.
The system handles:
Salesboom's quote management system includes enterprise-grade capabilities that typically cost thousands per month—included standard in your CRM subscription.
Maintain a centralized product catalog with SKUs, descriptions, pricing tiers, and availability. Sales reps always work with current information, eliminating embarrassing pricing errors. Support for product bundles, recurring items, and configurable products handles complex offerings.
Configure tiered pricing, volume discounts, customer-specific rates, and promotional pricing. Set approval thresholds that automatically route quotes exceeding authorized discounts to management. Track discount patterns to identify margin leakage opportunities.
Create branded quote templates that reflect your company's professional image. Include logos, custom headers/footers, terms and conditions, payment instructions, and formatted product tables. Templates ensure consistency across all customer-facing documents.
Generate quotes in any currency with real-time exchange rate updates. Support international customers with multi-language templates and localized terms. Critical for businesses expanding globally.
Know instantly when prospects open your quotes, how long they spend reviewing them, and whether they share them internally. This intelligence helps sales reps time their follow-ups perfectly and identify engaged prospects.
Define approval rules based on discount percentages, deal size, or custom criteria. Quotes automatically route to appropriate managers for review. Track approval status in real-time and accelerate deal closure.
From opportunity to professional quote in just a few simple steps
Start from any sales opportunity already in your CRM. Customer data pre-populates automatically.
Select products from your catalog. Pricing, descriptions, and terms load instantly.
Apply discounts, adjust quantities, add notes. Preview the professional PDF output.
Email directly to the prospect and track when they view it. Get real-time engagement insights.
Native CRM integration delivers advantages standalone quoting tools simply cannot match
Up and running in days, not months. No consultants required. No complex integrations. Your team starts generating quotes immediately with minimal training.
Quote management included in your CRM subscription at $14/user/month. No per-quote fees. No surprise charges. No nickel-and-diming for basic features.
Bank-level encryption, SOC 2 Type II certified, 99.9% uptime SLA. Your sensitive pricing and customer data stays protected with enterprise-grade security.
Create and send quotes from anywhere using mobile apps. Field sales teams can generate proposals on-site during customer meetings for immediate impact.
Track quote volume, win rates, average deal size, discount patterns, and sales cycle length. Data-driven insights help optimize your quoting strategy.
Real humans available around the clock to answer questions, troubleshoot issues, and provide guidance. Support included at no extra cost.
Quote management is included in Salesboom Enterprise Edition starting at just $14 per user per month—less than the cost of one sales lunch.
If each sales rep saves just 2 hours per week on quote creation (conservative estimate), that's 100+ hours per year. At a loaded cost of $75/hour, that's $7,500 in recovered productivity per rep annually. A five-person sales team saves $37,500/year while the software costs under $1,000/month.
Most customers achieve full payback within 3-6 months and realize ongoing benefits for years.
We're confident you'll love how Salesboom streamlines your quote process, which is why we offer a completely free 30-day trial with no credit card required and no strings attached.
Thousands of businesses across 159 countries trust Salesboom to power their revenue operations. Join them and discover why quote management works better when it's built into your CRM, not bolted onto it.
Try Salesboom's Quote Management Software free for 30 days with no credit card required. See how fast, accurate, automated quoting transforms your sales process and accelerates revenue.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover TeamExplore sales automation, agent templates, and structured revenue lifecycle content.
Discover how automation transforms your sales workflows and accelerates performance.
Explore AutomationA ready-to-use template designed to help your sales agents streamline their outreach and follow-up.
Download TemplateAccess structured content to understand and manage the full revenue lifecycle effectively.
Explore Structured Content