Product

What is a quote in CRM?

Glossary
In most CRM systems, the term quote designates a formal offer for products or services with set prices. The term 'proposal' can be used instead of a quote, but the meaning is the same.
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How to work with quotes?

Advanced CRM software already comes with built-in quotes that can be emailed to prospective clients or printed out as a PDF document. Quotes are usually integrated with the CRM product catalog and can be converted into invoice with one click. Online payment options for accepted quotes are also usually available.
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Quotes in Bitrix24 CRM

If you are looking for a simple and powerful CRM system that features quotes, consider Bitrix24. With over 35 sales and marketing tools on board, Bitrix24 is a perfect choice for any business.

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Free

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Unlimited users

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35+ tools

15,000,000+ organizations have chosen Bitrix24