Professional Quotes & Proposals.
Send Fast. Close Faster.
Generate quotes in seconds, export to PDF, send via email, and track performance. Approval workflows and proposal templates built in.
From deal to quote to close — without the busywork
The capabilities that make quoting and proposals fast, accurate, and trackable.
Quote Generation
Generate quotes in seconds from deals. Pull product details, pricing, and terms automatically. No manual data entry.
Proposal Templates
Professional templates for every scenario. Branded proposals that impress. Customize templates to match your brand.
PDF Export
Export quotes and proposals to PDF with one click. Professional formatting. Share or send via email.
Email Integration
Send quotes directly from the CRM. Track opens and engagement. Follow up without leaving your workflow.
Approval Workflows
Route quotes through approval chains. Multi-level approvals. Never send a quote without sign-off.
Quote Tracking
Track quote status from draft to accepted. Conversion rates and win/loss. Optimize pricing and process.
How teams use quotes & proposals to win
See how different teams close more deals with professional quotes and streamlined approvals.
Sales Teams
Generate and send professional quotes in seconds. Track acceptance rates and close more deals faster.
Marketing
Proposal templates for campaigns and partnerships. Branded proposals that align with your messaging.
Customer Success
Renewal quotes and upgrade proposals. Clear pricing and terms. Reduce churn with fast, accurate quotes.
Operations
Standardize quote and approval workflows. One process for all teams. Audit trail for compliance.
Outcomes that matter
Reduce quote time, increase acceptance, track performance, and streamline approvals.
Reduce quote time by 90%
- Generate quotes in seconds from deals. No manual data entry.
- Templates and auto-fill keep every quote consistent and fast.
Increase acceptance
- Professional proposals with branded templates.
- Clear pricing and terms. Close more deals faster.
Track performance
- See which quotes convert. Conversion rates and win/loss.
- Optimize pricing and process with real data.
Streamline approvals
- Automated approval workflows. Get sign-off faster.
- Audit trail and delegation. No bottlenecks.
Are slow quotes and messy proposals costing you deals?
Manual quote creation, scattered templates, and unclear approval chains slow down sales and frustrate customers. Your team needs professional quotes in seconds and a clear path from draft to close.
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Quotes and proposals that close deals
Generate from deals, apply templates, export PDF, and send via email. Approval workflows and tracking built in.
Explore Quotes & ProposalsFrom draft to approved to sent — in one place
One workflow for creation, approval, and delivery. Track performance and optimize for the next deal.
Start Free TrialFrom deal to quote to close in three steps
Create quotes, get approvals, and send — without leaving your CRM.
Create quotes from deals
Select a deal and generate a quote. Product lines, pricing, and terms pull in automatically. Customize and add discounts or notes.
Apply templates and approvals
Use branded proposal templates. Route through approval workflows so the right people sign off before sending.
Send, track, and close
Send via email, export PDF, or share a link. Track opens and status. See which quotes convert and optimize.
Everything you need to know about Adoptiv
Quick answers to what sales teams ask most before getting started with Adoptiv.
Quotes can be generated in seconds from any deal. Product details, pricing, and terms pull in automatically. Customize with templates and send or export without leaving the CRM.
Yes. Use branded proposal templates with customizable layouts, sections, and styling. Pre-built blocks and versioning keep proposals consistent and professional.
Yes. Export any quote or proposal to PDF with one click. Branded formatting, optional watermarks, and batch export. PDFs are email-ready and suitable for archiving.
Configure approval rules by deal size, product, or role. Quotes route through one or multiple approvers. Delegation and escalation keep approvals fast. Full audit trail is maintained.
Yes. Track status from draft to accepted, declined, or expired. See conversion rates, time-to-close, and win/loss reasons. Use data to optimize pricing and process.
Yes. Send quotes directly from the CRM. Track opens and engagement. Follow up with reminders. No need to switch to a separate email tool.
Ready to send quotes faster and close more deals?
Professional quotes, PDF export, approval workflows, and tracking. Start your free trial — no credit card required.
