Quote Management for Creatio
This solution introduces a dedicated Quote entity linked to Opportunities and Orders, enabling sales teams to manage the entire sales journey in one place, generate quotes faster, track quote status and reduce manual sales and order coordination.
Overview
Product overview
Product description
Quote Management for Creatio enables sales teams to create, manage, and track customer quotes directly within their CRM workflow, helping organizations streamline the sales cycle from opportunity to quote and then to order. Designed for businesses that require structured and efficient quotation processes, the application provides a centralized workspace for preparing accurate quotes, maintaining pricing consistency, and improving sales responsiveness.
Built to integrate seamlessly with the native Creatio experience, the solution introduces a dedicated Quote entity connected to Opportunities and Orders, allowing sales representatives to manage the complete sales journey in one place. Teams can generate quotes faster, maintain better visibility into quote status and history, and reduce manual coordination between sales and order processing activities.
The application is ideal for organizations looking to improve quote turnaround time, enhance sales process transparency, standardize quotation management, and support a more efficient Opportunity-to- quote and Quote -to-order workflow within Creatio.
Built to integrate seamlessly with the native Creatio experience, the solution introduces a dedicated Quote entity connected to Opportunities and Orders, allowing sales representatives to manage the complete sales journey in one place. Teams can generate quotes faster, maintain better visibility into quote status and history, and reduce manual coordination between sales and order processing activities.
The application is ideal for organizations looking to improve quote turnaround time, enhance sales process transparency, standardize quotation management, and support a more efficient Opportunity-to- quote and Quote -to-order workflow within Creatio.
Key Features
Linked to Orders
Seamless Quote-to-Order audit trail
Full history accessible from a single record
Quote Entry Screen
Create new Quote Directly within Creatio
Quote Approval Workflow
Approve or reject Quotes
Clone existing Quote
Clone existing quote data to new one without manual duplicate entry using button.
Convert Quote to an order
Convert existing quote to an Order using standard process flow button
Generate Quote in WORD or PDF
Generate Quote in Word or PDF format using Generate quote PDF and Generate quote DOCX button.
Quick Quote from Opportunities
Quote can be tied directly to an Opportunity
Full pipeline visibility from lead to closed deal
Pricing
Monthly
Annual
Standard
$
45.00 / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.0.0
8.3.0 and up
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.
Compatibility notes