Sales teams relying on Word documents, Excel spreadsheets, and email threads to manage quotes are losing time, accuracy, and revenue every single day.
Sales reps recreate quotes from scratch for every opportunity, burning valuable selling time on formatting instead of closing deals.
Outdated spreadsheets and manual data entry create costly pricing mistakes that erode margins and damage customer trust.
Disconnected approval chains delay quote delivery, giving competitors the time they need to swoop in and win deals you should have closed.
No visibility into quote status, open rates, or follow-up timing means managers can't coach reps or intervene before deals go cold.
Quotes created in separate apps can't connect to contracts, invoices, or CRM records — creating version confusion and revenue gaps.
Without automated quote-to-invoice linkage, closed deals slip through the billing process — leaving real money permanently on the table.
Salesboom CRM Quote Management Software automates every step from first proposal to closed deal — all within a single, unified cloud platform.
Salesboom CRM Quote Management Software is built to eliminate friction between generating a quote and closing a deal — as a standard platform feature.
With over 22 years of CRM innovation and customers across 159 countries, Salesboom brings expertise that purpose-built quoting tools simply can't match.
Sales quotes, proposals, contracts, invoices, and customer records live in one system — eliminating data silos and ensuring your team works from a single source of truth.
Quote and Proposal Management is a standard part of Salesboom Enterprise Edition — not an add-on — giving you enterprise-grade capabilities without pricing surprises.
No hidden fees, no vendor lock-in, and predictable monthly pricing that scales with your team — making Salesboom the lowest total cost of ownership in its class.
Test drive the full quoting, proposal, and CRM platform free for 30 days with zero commitment — evaluate results under real business conditions before you invest.
Real CRM specialists — not chatbots — are available 24/7 to help configure quoting workflows, onboard your team, and ensure you get maximum platform value.
An in-house development team releases new features, AI enhancements, and integrations every quarter at no extra cost — so your quoting process keeps improving automatically.
Manual quoting creates compounding risks that cost businesses revenue and reputation. Salesboom addresses each one through automation, integration, and full document traceability.
Live product database integration eliminates manual pricing mistakes and ensures every quote reflects current, approved rates — automatically.
Faster quote generation and instant email delivery reduce the window in which competitors can engage your prospects and steal deals mid-cycle.
Complete quote history, revision tracking, and contract associations create a full audit trail for every deal — satisfying compliance and legal requirements.
Automatic invoice generation from accepted quotes ensures no closed deal goes unbilled — capturing every dollar your sales team has earned.
Customizable approval workflows enforce consistent quoting standards across every rep and every region — eliminating rogue pricing and off-script proposals.
Centralized quote and proposal records mean institutional knowledge never walks out the door with a departing employee — your data stays secure.
Everything you need to know about automating your quote-to-sale process with Salesboom.
Quote management is just the beginning. Explore every tool and module that powers your complete quote-to-close workflow.
Compare all Salesboom CRM plans — including the Enterprise Edition where CRM Editions and pricing include full quote management at no extra cost.
Get a complete picture of every module available in Salesboom — explore the full suite of CRM tools and capabilities in one place.
Manage every stage of the customer journey from first contact to renewal with Salesboom's Customer Lifecycle Management solutions.
Link quotes directly to CRM opportunities and streamline your entire pipeline with Salesboom's Sales Force Automation tools.
Drive more quote-ready leads into your pipeline with Salesboom's integrated marketing automation tools built into the CRM.
Measure quote-to-sale conversion and pipeline performance with Salesboom's powerful CRM reporting and analytics tools.
Attach proposals and supporting documents directly within the CRM using Salesboom's document management tools for seamless file organization.
Monitor quote pipeline health and team performance in real time with Salesboom's configurable CRM dashboard tools and visual insights.
Run targeted campaigns that generate more quote opportunities with Salesboom's end-to-end campaign management tools inside the CRM.
Start your free 30-day trial of Salesboom CRM Quote Management Software — no hardware, no setup fees, and no strings attached. See how fast your team can go from quote to close.
Questions? Call: 1-855-229-2043
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
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