AI-Powered Quote Generation

Quote Management: Create, Send & Track Quotes Inside Your CRM

Transform your quoting process with AI-powered automation. Generate stunning, professional quotes that convert prospects into customers faster than ever before.

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Quote Performance

$1.8M

Sent

$380K

24 quotes

Viewed

$290K

18 quotes

Under Review

$220K

12 quotes

Accepted

$540K

15 quotes

AI Powered

Everything You Need to Quote Like a Pro

From creating branded quotes to tracking customer engagement, manage your entire quoting workflow directly inside your CRM

Professional Quote Builder

Create branded quote templates with your logo, company details, and customizable layouts. Add line items, quantities, pricing, taxes, and notes for clear, professional customer quotes.

Smart Pricing Engine

Build accurate quotes using your product and service catalog with configurable line-item pricing, discount fields, and automatic tax calculations to reduce manual errors.

Lightning-Fast Generation

Generate quotes faster by automatically pulling customer details like contact name, email, company information, and saved products directly from your CRM records.

Approval Workflows

Share quotes with teammates for internal review before sending them to customers. Collaborate on pricing, updates, and final checks to keep quotes accurate and consistent.

Version Control & Security

Track quote history, review previous versions, and maintain a clear audit trail of changes. Share quotes securely using controlled access and secure sharing links.

Quote Analytics

Monitor quote opens, views, and customer engagement activity. Track which quotes convert successfully and connect quote performance to your sales pipeline outcomes.

Comparison table: Centripe vs PandaDoc vs Proposify

Feature	Centripe	PandaDoc	Proposify
Built into CRM	Yes — quotes live inside contact/deal records	No — standalone, requires CRM integration	No — standalone, requires CRM integration
Auto-fills contact data	Yes — pulls from CRM record	Only with CRM integration configured	Only with CRM integration configured
Links to deal pipeline	Yes — every quote attached to a deal	Requires Zapier or native integration	Requires integration setup
Triggers follow-up automations	Yes — quote sent/viewed/accepted triggers workflows	Limited — webhook-based	Limited — webhook-based
Branded templates	Yes	Yes (strength)	Yes (strength)
E-signatures	Verify with Snehal — does Centripe have e-sign?	Yes (built-in)	Yes (built-in)
Open/view tracking	Yes	Yes	Yes
Product catalog	Yes — shared across quotes, invoices, funnels	Yes	Yes
Separate subscription needed	No	No	No
Contact history visible	Yes	Yes	Yes

Build Beautiful Quotes with Zero Design Skills

Our intuitive quote builder lets you create professional, branded quotes that impress clients and win more deals. No design experience required.

Professional Templates

Choose from ready-made templates designed for professional quotes.

Brand Customization

Add your logo, colors, and fonts to maintain brand consistency.

Multiple Export Options

Export as PDF, send via email, or share with secure links.

Real-time Collaboration

Share drafts with your team before sending quotes to clients.

From Inquiry to Invoice in 4 Simple Steps

Our simple quoting process helps your sales team move faster, stay organized, and close deals more efficiently.

Import Customer Data

Select the contact or deal. Centripe automatically fills in customer details like name, company, and email directly from your CRM record for faster quote creation.

Build Your Quote

Choose products from your catalog, set quantities, apply discounts, and customize pricing in just a few clicks using the drag-and-drop quote builder.

Send & Track

Send quotes by email and track opens, views, and engagement activity. All quote interactions are automatically linked to the deal timeline for easy follow-up.

Analyze & Optimize

Review which quotes converted and which stalled. Use pipeline insights and quote performance data to improve pricing, follow-up timing, and sales strategy.

CRM integration table (Quote Events → CRM Actions)

When this happens…	The CRM does this…
Quote is created	Links to the contact record and deal; logs activity in timeline
Quote is sent	Updates deal stage; starts a "quote sent" follow-up sequence
Recipient opens the quote	Logs open event on contact timeline; can trigger a notification to the sales rep
Quote is accepted	Moves deal to "Closed-Won" (or next stage); triggers onboarding workflow
Quote expires without response	Triggers a follow-up email or task reminder for the rep
Quote is revised	Keeps version history; logs revision on the deal timeline
Quote is declined	Moves deal to "Lost" stage; can trigger a win-back nurture sequence

Frequently Asked Questions

Get answers to the most common questions about our quote management platform

Quote management in a CRM means creating, sending, and tracking price quotes from the same platform where you manage contacts and deals — no switching between apps.

Select a contact or deal → choose a template → add line items from the product catalog → set pricing and discounts → preview and send. Every quote automatically links to the related deal record.

Yes — upload your logo, set brand colors and fonts, and save reusable templates so every quote stays consistent with your brand identity.

Yes — open/view tracking shows when the recipient opened the quote and how long they viewed it. Sales reps can also receive notifications to follow up at the right time.

Every quote is linked to a deal record. When a quote is accepted, the deal can automatically move to the next pipeline stage. All quote activity appears on both the contact and deal timelines.

Yes — you can trigger workflows when a quote is sent, opened, accepted, or expires. For example, automatically send a follow-up email 3 days after a quote is viewed or notify a manager when a quote over $10K is accepted.

Centripe's quoting is built directly into the CRM, so quotes automatically pull contact data and connect to deal pipelines without extra integrations. Standalone tools like PandaDoc typically require a separate subscription and CRM connector setup.

Yes — team members can review, share, and collaborate on draft quotes before sending. If approval workflows are enabled, managers can review high-value quotes before they go out to prospects.

Ready to Win More Deals with Professional Quotes?

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