The Problem

Why Manual Quoting Is Killing Your Sales Cycle

Most sales teams still rely on spreadsheets and disconnected tools to create and send quotes — leading to pricing errors, version confusion, and lost deals.

Quotes Sent with Wrong Pricing

Reps pull prices from outdated spreadsheets, apply incorrect discount rates, and send quotes that embarrass the company and erode client confidence before the deal even starts.

No Visibility After the Quote Is Sent

Once an email quote is sent, it disappears into a void. Reps have no way to know if it was opened, reviewed, or ignored — leaving follow-up timing to guesswork.

Approval Back-and-Forth Delays Deals

Every non-standard discount triggers a manual email chain between reps and managers — adding days to the approval cycle while the prospect loses interest or talks to a competitor.

Quotes Disconnected from Opportunities

Standalone quoting tools create data silos — quotes have no link to the opportunity, contact, or account record, leaving pipeline reports inaccurate and managers in the dark.

Hours Wasted on Formatting, Not Selling

Sales reps spend hours reformatting proposals, copy-pasting line items, and manually calculating totals — time that should be spent making calls and closing deals.

Accepted Quotes Don't Convert Cleanly

When a quote is accepted, the data must be manually re-entered into an invoice or order system — introducing errors, delays, and a poor experience at the moment of a win.

The Solution

What Is Quote Management in Salesboom CRM?

In Salesboom, a Quote is a formal, structured document that captures every detail of a proposed deal — linked directly to the relevant contact, account, and deal stage — giving sales managers complete visibility and ensuring no revenue opportunity falls through the cracks.

Salesboom quotes include quote number, issue date, response deadline, product line items, quantities, pricing from your active price list, discount rates, tax rates, contract duration, and terms. Unlike standalone tools, they're created directly from an Opportunity.

Create quotes directly from the Quote tab or from within an open Opportunity
Choose between linking to an Existing or creating a New Opportunity on the fly
Select products from your pre-configured catalog with pricing applied automatically
Edit line items, quantities, discount rates, and tax rates before finalizing
Save and send in one streamlined workflow

Salesboom's quote management accelerates every step of the deal cycle — from creation to approval to conversion.

Generate accurate, professional quotes in minutes using product catalogs and price lists
Apply pre-approved discount tiers without needing manual manager sign-off on standard deals
Track quote status in real-time — draft, sent, viewed, accepted, or rejected
Convert accepted quotes into invoices or orders with a single click
Access the full quote history for every customer within their account record

Salesboom's built-in analytics give sales managers full visibility into quoting activity without spreadsheets or manual reports. Track total quotes by rep and period, average quote-to-close time, discount impact on margins, acceptance rates by product or segment, and revenue forecasting based on open quotes and weighted close probability.

Field sales reps and service technicians no longer need to return to the office to send a quote. Salesboom's mobile CRM puts full quote creation capabilities in their hands — build and send quotes, capture digital signatures, attach photos, and sync everything back to the CRM, even offline.

What a Salesboom Quote Includes

Quote number, issue date & response deadline

Product or service line items with quantities

Pricing from active price list, discount & tax rates

Contract duration and terms & conditions

Linked opportunity, contact & account records

Digital approval routing & signature capture

Accepted quotes convert to invoices or orders in one click — all line items transfer automatically, no re-entry required.

Step-by-Step

How to Create a Quote in Salesboom — Step by Step

Salesboom makes quote creation fast and error-free with a guided, structured workflow that takes just a few minutes.

Step 1

1

Go to the Quote Tab

Navigate to the Quote tab in your Salesboom CRM dashboard and select "Add Quote." This opens the quote creation wizard, which walks you through each required field.

Step 2

2

Link to an Opportunity

Choose whether this quote is tied to an Existing Opportunity or a New Opportunity. Linking quotes to opportunities ensures your pipeline data stays accurate and up to date.

Step 3

3

Add or Edit Products

Select products from your pre-built product catalog. Prices populate automatically from your active price list. Add quantities, apply discounts, and adjust tax rates before saving your line items.

Step 4

4

Fill in Quote Information

Complete all required fields including quote number, issue date, response deadline, contract terms, and any custom fields. Click Save to finalize and move the quote into your delivery workflow.

Features

Quote Management Features That Power Your Sales Team

Every feature is designed to reduce admin time and increase close rates — built for speed, accuracy, and visibility.

Integrated Product Catalog and Price Lists

Pull accurate pricing directly from your CRM price lists. Eliminate manual lookups and pricing errors by ensuring every quote reflects your current approved rates — automatically applied from your catalog.

Opportunity-Linked Quoting

Every quote is created in the context of an open opportunity, keeping pipeline data accurate and giving managers full visibility into deal progress without chasing reps for manual status updates.

Discount and Tax Rate Controls

Apply pre-defined discount tiers and tax rates within manager-controlled limits. Managers set the rules; reps execute within guardrails — no more unauthorized discounts or compliance surprises.

Quote Status Tracking

Know exactly where every quote stands — draft, sent, viewed, accepted, or expired. Real-time status tracking replaces the guessing game of email follow-ups and eliminates missed renewal windows.

Digital Approval and Signature Workflows

Route quotes for internal approval and collect digital signatures from prospects without leaving the CRM. Accelerate deal closure by removing paper-based delays and multi-day email chains.

One-Click Invoice or Order Conversion

When a quote is accepted, convert it into an invoice or sales order instantly. All line items, pricing, and customer data transfer automatically — no re-entry, no errors, no wasted time at the moment of winning.

Mobile CRM

Generate Quotes On-Site with Salesboom's Mobile CRM

Field sales reps and service technicians no longer need to return to the office to send a quote. Salesboom's mobile CRM puts full quote creation capabilities in their hands — anywhere, any time.

This eliminates the common delay between site visit and quote delivery — one of the biggest friction points in B2B and field service sales.

Build and Send On-Site

Create professional quotes from a smartphone or tablet while on-site with the customer — no office visit required.

Capture Digital Signatures

Collect customer signatures digitally on the spot — close the deal before leaving the site.

Works Offline

Access real-time product catalog data in low-connectivity environments — all data syncs automatically when connectivity is restored.

Attach Photos and Documents

Capture site assessment photos and attach documents directly to the quote record for full context and accountability.

Quote-to-Cash in the Field

The old way: Site visit → Drive back → Build quote → Email → Wait. The Salesboom way: Site visit → Build quote → Sign → Done.

0

Office trips needed

100%

CRM sync on send

Why Salesboom

Why Salesboom Is the Right Quote Management CRM

With 22+ years of CRM innovation, Salesboom delivers quoting capabilities that go beyond standalone tools.

Quoting Embedded in the Full CRM

Unlike point solutions, Salesboom's quote management is part of a unified sales, service, and marketing platform — no separate app, no data sync issues, no extra cost.

Transparent, Predictable Pricing

No hidden fees or per-feature add-ons. Quote management is included in plans starting at $14/user/month — enterprise-grade capabilities at SMB-friendly pricing.

Native Outlook and QuickBooks Integration

Quotes sync automatically with your accounting system and email — eliminating double entry and keeping financial records accurate without manual effort.

22+ Years of Proven CRM Innovation

Salesboom has been refining its CRM platform since 2003. Over 3,500 businesses in 159 countries rely on it to manage sales, service, and quoting operations.

Expert Human Support — Not Chatbots

Real CRM specialists are available 24/7 to help configure your quoting workflow, train your team, and optimize your setup for maximum results.

Continuous Product Updates at No Extra Cost

An in-house development team ships quarterly feature updates including new AI tools, workflow enhancements, and integration capabilities — all included in your subscription.

FAQ

Frequently Asked Questions About Quote Management

Everything sales teams and managers need to know before getting started with Salesboom's Quote Management CRM.

A Quote in Salesboom is a formal sales document that includes a quote number, issue date, response deadline, product or service line items with quantities and prices, discount rates, tax rates, contract duration, and terms and conditions. Quotes are created directly within the CRM and linked to opportunities, contacts, and accounts for full pipeline visibility.

Go to the Quote tab, click "Add Quote," and select whether the quote is for an existing opportunity or a new one. Then choose and configure your products from the catalog, fill in the required sales and quote information, and click Save. The entire process takes just a few minutes.

Yes. Salesboom allows you to attach a quote directly to an Existing Opportunity in your pipeline, or create a new opportunity on the fly during the quoting process. This keeps all deal data connected and your pipeline reports accurate.

Absolutely. When adding products to a quote, you can adjust quantities, apply discount rates, and set tax rates based on your pricing rules. Pricing pulls automatically from your active price list to reduce manual errors, while your administrators can set guardrails on maximum discount thresholds.

Yes. Salesboom's mobile CRM includes full quote creation capabilities. Field reps and technicians can build and send quotes, capture digital signatures, attach photos, and sync everything back to the CRM — even when working offline.

Yes. Once a quote is accepted, Salesboom allows you to convert it into an invoice or sales order in a single click. All line items, pricing, and customer data transfer automatically — eliminating re-entry and reducing billing errors.

Yes. Quote Management is a native feature of the Salesboom CRM platform, included in plans starting at $14/user/month. There is no separate licensing fee, no per-feature add-on, and no hidden cost for access to the Quotes module, product catalog integration, or approval workflows.

Explore More Salesboom CRM Tutorials

Discover additional features and workflows to get the most out of your Salesboom CRM platform.

Product Catalog Tutorial

Centralize products, automate group discounts, and give your team instant access to accurate pricing for faster quoting. View Product Catalog Tutorial →

Project Management Tutorial

Create projects, assign tasks, track real-time progress, and print reports — all in one unified CRM platform. View Project Management Tutorial →

Contract Management Tutorial

Create, approve, and track legally binding contracts in the cloud — no paperwork, no delays, no missed agreements. View Contract Management Tutorial →

Accounts Management Tutorial

Organize, track, and grow your customer relationships using Salesboom's comprehensive account management tools. View Accounts Tutorial →

CRM Opportunities and deals tutorial for Salesboom

Opportunities Tutorial

Track deals, manage your sales pipeline, and forecast revenue using Salesboom's Opportunities module. View Opportunities Tutorial →

Leads Management Tutorial

Capture, assign, and convert leads into opportunities using Salesboom's lead management workflows. View Leads Tutorial →

CRM Sales Forecasting tutorial for Salesboom

Sales Forecasts Tutorial

Build accurate sales forecasts and predict revenue pipeline using Salesboom's intelligent forecasting tools. View Forecasts Tutorial →

CRM Tasks and activity management tutorial in Salesboom

Tasks Management Tutorial

Create, assign, and track tasks inside your Salesboom CRM to keep deals and projects moving forward. View Tasks Tutorial →

Events Management Tutorial

Plan, schedule, and track customer events and activities directly within your Salesboom CRM workflow. View Events Tutorial →

Get Started

Ready to Send Your First Quote in Minutes?

See how Salesboom's Quote Management CRM transforms your sales process from first contact to signed deal. Book a free demo or start your trial today — no credit card required.

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Questions? Call: 1-855-229-2043