Join OnePageCRM’s Affiliate Program and earn 20% recurring commission for every referral. Our program is great for beginners and offers unlimited earning potential.
Discover the full potential of our simple CRM by pairing it up with Quick Quotes. Keeping in touch with clients and growing sales have never been easier.
No credit card required • 21-free day trial • Quick and easy setup
Simple CRM with Sales Quoting
What are Quick Quotes?
Quick Quotes are a simple CRM quoting add-on. It is free for OnePageCRM users and automatically creates professional-looking sales quotes by using the data in your CRM account.
How do Quick Quotes work?
When you want to send a quote to a prospect, simply click “Email quote”, and OnePageCRM will automatically generate a quote from your CRM deal’s details, along with a pre-set email. So all you have to do is review the quote and hit ‘Send’.
How fast is this quoting tool?
With Quick Quotes, it takes only 37 seconds.
That’s how long it will take you 37 seconds to create a deal and send a detailed quote.
Yes, we’ve timed it.
How to set up CRM quotes?
To set up a quick CRM quote, simply follow the steps below:
Step 1: Modify the quote format under Apps & Integrations > Quick Quotes > Quote block.
Step 2: Create a deal and add Items from your Catalog.
Step 3: Click “Email quote” in the top right corner of the deal.
Step 4: Review your quote email, and make any necessary edits.
Why use Quick Quotes?
Here are a few benefits of using a simple CRM quoting tool for sending quotes to your prospects and clients:
Skip the maths
Instead of trying to remember all the details of a particular deal and piece it together, add Catalog Items, and they will be automatically summed up into a CRM quote.
Save time on admin
CRM quotes will be automatically added based on the format you choose. By adding variables like First name or Organization to the Quote Block, you can ensure your quote emails, even if automated, look personalized.
Email quotes directly from your CRM
Your quote will be sent directly from the CRM, with a copy of the email stored in the contact’s Activity. This way, the other members of your sales team will stay in the loop, and you'll always know the status of each deal.
To provide you with the best possible experience on our website, we may use cookies as described in our Cookie Policy. You can enable or disable optional cookies as desired.
These cookies are strictly necessary to provide you with services available through our Site and to use some of its features, such as access to secure areas. They cannot be turned off.
These allow us to recognize and count the number of visitors and to see how visitors move around our Site. This helps us to improve the way our Site works, for example, by ensuring that users are finding what they are looking for easily.
These cookies are needed to provide performance and functionality of our site and monitor system availability, stability and error reporting.
These are non-essential cookies but if disabled certain functionalities will become unavailable to you.