Definition of quote

  • Meaning of the term quote in CRM software

    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. Advanced CRM software, like Bitrix24, 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 CRM product catalog and can be converted into invoice with one click. Online payment options for accepted quotes are also usually available.

    If you are looking for free CRM with quote and invoices, and over 20 sales and marketing tools, consider Bitrix24 CRM.
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