The Quotations Module

Generate and manage professional quotes—streamline pricing proposals for products and services.

 
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More about This Module

The Quotations module helps you create professional, branded pricing proposals in minutes. Whether you're quoting a service, a project, or a product package — this module makes the process easy, accurate, and client-ready.

You can build quotes from templates, pull in products from your catalog, and generate PDF versions for email or approval. Track sent, accepted, or rejected statuses and link accepted quotes directly to Invoices or Projects.

Typical use cases include:

  • Sending quotes to leads or clients for services or retainers
  • Building proposals dynamically from product data
  • Managing revisions and tracking approvals
  • Triggering follow-ups for unaccepted or pending quotes
  • Converting approved quotes into billable work or invoices

The Quotations module helps you win work faster, more professionally, and with fewer errors.

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