The Quotes Module in HelloCRM allows you to create professional quotes and invoices directly from your deals. This ensures a seamless transition from negotiation to closing, helping your team send accurate pricing proposals and collect approvals or payments efficiently.
Key Features #
Quote Creation from Deals #
- Generate quotes directly from a deal once it reaches negotiation or closing stage.
- Link quotes to specific deals for easy tracking.
Decision Maker Management #
- Add multiple recipients or decision makers to ensure all stakeholders receive the quote.
Line Items & Product Library #
- Add products or services as line items.
- Pull items from the Product Library or create custom line items.
- Save new items back to the library for future use.
Pricing & Frequency Options #
- Set quantities, pricing, and billing frequency (e.g., one-time, recurring).
- Automatically calculate totals for accuracy.
Payment & Signature Options #
- Choose whether to include a signature field for customer approval.
- Enable online payment collection by integrating your Stripe account.
Quote Settings #
- Set expiration dates for quotes to create urgency.
- Add internal notes or buyer comments before sending.
Sending & Sharing Quotes #
- Publish quotes and generate a secure shareable link.
- Copy the link and send via email, WhatsApp, or any preferred channel.
- Customers can view the quote online instantly.
How to Use #
Step 1: Create a Quote from a Deal #
- Navigate to the Deals Module.
- Open a deal in the negotiation stage.
- Click Create Quote.
Step 2: Add Decision Makers #
- Enter additional stakeholders’ details if more than one approver is required.
- Click Next to proceed.
Step 3: Add Line Items #
- Select products/services from the Product Library, or create a custom line item.
- Define description, price, quantity, and frequency.
- Save items for future use in the Product Library if needed.
Step 4: Configure Quote Options #
- Enable/disable signature fields.
- Connect Stripe to allow online payments (optional).
- Set the expiration date and add buyer comments.
Step 5: Publish & Share the Quote #
- Review and finalize the quote.
- Click Publish to generate the link.
- Share the link via email or messaging channels.
- Customers can open the link to view, sign, or pay (if enabled).
Video Walkthrough #
For a complete guided demo, watch the Quotes Module Documentation video here:
👉 Watch Video
Best Practices #
- Always create quotes from deals to maintain context and tracking.
- Use the Product Library to ensure consistent pricing and descriptions.
- Set clear expiration dates to encourage timely responses.
- Add signature fields for better accountability and approval tracking.
- Connect Stripe to streamline online payments directly from quotes.
Next Steps #
- Explore the Deals Module to understand how quotes link to negotiations.
- Use Invoices or Payment Integrations for end-to-end transaction management.
- Track quote performance in the Reports Dashboard to measure close rates.
