Quoting & Proposals
Build a quote, send it, get it accepted online
Quoting and proposal software built into the CRM: assemble a quote from your product catalog, apply per-line and order discounts, route big discounts for approval, and send a branded PDF or a link the customer accepts online with an e-signature — which turns straight into an order.
A quote in minutes, not a Word file
Pull products from your catalog or add free-text lines, set discounts and tax, and watch the totals recompute live. One click turns it into a branded PDF with your logo and colors.
Sent, viewed, accepted — all tracked
Email the quote or share a link. KudosCRM stamps when it's viewed, auto-expires it on the date you set, and tells you the moment the customer accepts — no chasing for a status.
Discounts can't slip out the door
When total discount crosses your threshold, the quote holds for a manager's approval. Edit an already-approved quote and the approval re-opens automatically.
How it works
Every part, explained.
Start from the deal
Create a quote from a deal, contact, company, or scratch. It gets an auto quote number (QT-YYYY-NNNN) and an expiry date you can change.
Add line items
Add products from the catalog or free-text lines, set quantity, per-line discount, and per-line tax, and drag to reorder. Totals — including order-level discount and VAT — update live.
Route for approval if needed
If the total discount crosses your threshold, request approval. A manager approves or rejects with a reason; everything is timestamped on the record.
Send a branded PDF or link
Generate a PDF with your logo, accent color, and terms, and email it — or share a tokenized link the customer can open with no login.
Customer accepts online
The customer reviews the quote and signs with a type-to-sign e-signature, captured with their name, IP, and a timestamp as an audit trail.
It becomes an order
Acceptance converts the quote to an order, marks the linked deal won, and hands off to fulfillment, a draft invoice, and a delivery project.
Deep dive
Everything that's in the box.
Line & order-level discounts
Discount a single line or the whole quote, with per-line tax snapshotted from the product. The cached totals math keeps everything in sync.
8-status lifecycle
Draft → sent → viewed → accepted, rejected, or expired. Quotes are editable while open and frozen once they reach a terminal status.
Versioning & revision audit
Every revision of a sent quote is snapshotted — version number, totals, lines, who edited and why — so you can see exactly how the number changed.
Branded PDF & email send
Your logo, accent color, header, line table, totals, notes, and terms — generated as a PDF and sent by email, or downloaded inline.
Online acceptance + e-signature
A no-login public page where the customer accepts with a type-to-sign e-signature, captured with an IP and user-agent audit trail.
Discount approval gate
A configurable threshold (20% by default) that holds over-discounted quotes for a manager's approve/reject — with a full audit and workflow events.
Viewed tracking & auto-expiry
Know when a quote is opened, and let it expire on its own past the date you set, so stale quotes don't linger as live commitments.
List, filter & search
Filter quotes by status, deal, or contact, search across them, and paginate — so the quoting pipeline is as easy to work as the deal pipeline.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
Works with your integrations
Connect the tools that power this in KudosCRM.
FAQ
Frequently asked
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