Quick Quotes is OnePageCRM's own quoting add-on, free on every plan. It builds a professional sales quote from the data already in your CRM.
With it, creating and sending a quote from your CRM takes seconds. Add items from your Catalog to a deal, click Email Quote, and a ready-to-send quote email appears for your review.
Create a quote in a few clicks using the pre-saved items from your Catalog. OnePageCRM drops it into an email template for you, ready to review and send.
And since every quote is built on a deal, your pipeline tracks its progress from there.
Quick Quotes is a simple CRM quoting add-on. It's free for OnePageCRM users and automatically creates professional-looking sales quotes from the data in your CRM account.
When you want to send a quote to a prospect, click Email Quote, and OnePageCRM generates a quote from your deal's details, along with a pre-set email. All you have to do is review the quote and hit Send.
Under 30 seconds. That's how long it takes to create a deal and send a detailed quote. Yes, we've timed it.
Set your quote format under Apps and Integrations, Quick Quotes, Quote Block. Then create a deal, add items from your Catalog, and click Email Quote in the top right corner of the deal. Review the email, make any edits, and send.
Because quoting by hand is slow and easy to get wrong. Quick Quotes does the math for you and keeps every quote in the same format. The email goes out from your CRM, and a copy is stored on the contact, so your team always knows the status of each deal.
1:17