Commerce
AI-Powered Quotes

Quotes

Create professional proposals from the CRM and include everything buyers need to say yes. Real-time activity helps reps follow up precisely and managers forecast more confidently.
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A clean UI showing a proposal form with line items and an activity feed for real-time tracking, all within a CRM.

Generate instantly

Draft from deal data, apply templates, and preview before sending. Remove copy-paste errors and keep terms consistent across teams.

Win with professional presentation

Short question goes here
  • Cover letter, pricing table, and files together.
  • Clear terms and deliverables improve trust.
  • Signature and payment on the same page.
A clean UI showing a quotes dashboard with real-time status updates and simple proposal creation forms.

Accelerate with approvals

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Rules route review quickly, while inline feedback helps reps resolve issues without delays or email chains.

A clean UI showing a form with an approvals workflow, highlighting inline feedback and quick issue resolution.

Visibility and reporting

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Status tracking

See viewed, signed, and expired at a glance.

Performance

Compare templates and owners by win rate.

Cycle time

Spot stages that slow decisions and fix them.

A dashboard showing document status (viewed, signed, expired) and performance reports, including win rates and cycle times.

Buyer-friendly experience

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  • Mobile-ready pages for quick review.
  • Multiple signers with defined order.
  • Automated reminders to reduce stalls.
A mobile-friendly forms UI with clear signing order and automated reminders for a smooth buyer experience.

Have a question for our sales team?

Give us a call and we'll walk you through it.

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Frequently asked questions

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Related features

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CPQ Software

Makes tracking deals, attaching line items, and building quotes one, streamlined selling process.
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Invoices

Send and track invoices with automated dunning and reporting.
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Deal Pipelines

Easily add and score deals, assign tasks, and track your most lucrative prospects.
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AI-Powered Quotes

Use AI to draft, customise, and review quotes.

Price Lists & Contracts

Govern customer-specific pricing, tiers, validity windows, and rebates—stop spreadsheet sprawl and quote with confidence across channels.
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Product Library

Showcase your goods and services with easy-to-read descriptions and pricing.
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