Quotes & email
From first email to signed quote.
Generate a PDF quote from any record and email customers without leaving it. Everything you send is logged on the record's timeline, so the whole conversation stays in one place.
What you can do
- Branded PDF quotes generated from a record
- Email a customer from their record: sent in your name, replies come straight to you
- Every sent email is logged on the record's timeline
- Attach files to any record
- Sending limits protect your reputation as well as ours
Illustrative previews with sample data.
Ready to bring your data together?
Create a workspace, import your customers from a CSV, and give your team one place to work from.