quotes
Digital and automated quotes
Create and send unlimited quotes with professional design, automatic tracking, and digital signature without leaving the CRM.
Save time and gain control over every proposal
What are quotes in Clientify?
It’s a feature that allows you to create, send, and manage unlimited quotes from the CRM, with customizable templates, visual design, version control, and integrated digital signature.
Every quote is automatically linked to the sales opportunity, and you can automate follow-ups if the client doesn’t respond. Everything is centralized and traceable, so you never miss a sale.
Key benefits of smart quote management
Why use quotes from the CRM?
- Centralized sending: avoids losing quotes in emails.
- Automatic follow-up: takes action if the client doesn't respond.
- Opening notifications: detects the best time to follow up.
- Online signature: the client accepts and signs in seconds.
- Unlimited quotes: create and edit without limits from your CRM.
How can you apply it?
Use cases: Quotes with automated follow-up
Education
Personalized educational offers: Send quotes with courses, dates, and conditions tailored after an initial consultation.
Industry and manufacturing
Custom technical proposals: Generate quotes with scope, materials, and timelines after a sales visit.
IT and software
Closing demos: Create quotes with licenses, conditions, and services right after the meeting.
Marketing agency
Visual and signable quotes: Present your proposal after accepting a brief and make signing easy with just one click.
Travel agency
Fixed-price itineraries: Summarize the travel proposal with dates, hotels, and activities in a digital quote.
Health, Beauty, and Wellness
Personalized treatment plans: After an initial appointment, the client receives a budget with everything agreed upon, ready to sign.
Already using Clientify
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14 days free with unlimited access to ALL Clientify and then choose the tools you want to use (and pay for).
Better to decide after you’ve tried it, don’t you think?
CLIENTIFY CONSULTING TEAM
Have a Clientify expert by your side for 4 months. We provide unlimited assistance to implement your new platform from start to finish.
And then what? Keep receiving all the support from Clientify to digitize and scale your business.
