Key Features

Quote Entity

Purpose-built quoting module, familiar to any Creatio user Supports product line items, pricing & statuses Fully integrated into your existing CRM data model

Convert Quote to Order

One-click conversion from Quote to Order All products, pricing & details carry over automatically Zero duplicate data entry, faster deal closure

Clone Quote

Duplicate any quote in seconds Perfect for repeat customers & similar deals Speed up quoting without starting from scratch

Generate to Docx

Instantly generate a branded Word document from any quote Fully customizable with your logo, name & address Professional, consistent quotes every single time

Generate to PDF

Export polished, client-ready PDFs in one action Perfect for email proposals & permanent record keeping Can be customized further with your logo, name & address

Linked to Opportunities

Quote can be tied directly to an Opportunity Full pipeline visibility from lead to closed deal Track multiple quotes per opportunity with ease

Linked to Orders

Seamless Quote-to-Order audit trail Full history accessible from a single record