Introduction

Sales teams need more than just opportunities and orders. The gap between winning a deal and raising an order is where quotes live — and that gap often means manual workarounds, disconnected documents, and lost momentum. Quote Management for Creatio fills that gap with a purpose-built quoting layer that slots naturally into your existing CRM workflow.

Designed to mirror the familiarity of the native Orders module, this app introduces a dedicated Quote entity fully connected to both Opportunities and Orders, completing the end-to-end sales flow right inside Creatio.