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Quotes that close the deal.
Create quotes or convert opportunities into quotes, email them as PDFs for fast approval and turn approved quotes into sales orders in one click, without re-entering a thing.
From estimate to order in a click
Quotation management means giving customers an estimated cost for a product or service before they buy.
In CloudOffix, sales reps create quotes and convert them into orders with a single click, saving time at every step.
Create, share, convert
Create and collate
Generate new quotes or convert opportunities into quotes. Every quote is stored centrally and can be sorted by name, service type, status and more.
Share
Email finished quotes as PDF attachments straight from CloudOffix to customers, managers and colleagues for quick approval. No saving, searching or attaching files.
Convert
Once the customer approves, turn the quotation into a sales order with one click, without re-entering customer or quote details.
AI drafts. Reps commit.
The quote is where commitments are made, so people approve and the system carries the details.
- An AI assistant can suggest wording and check the quote against the opportunity history.
- The rep confirms pricing and terms before sending.
- The approved quote becomes a sales order in one click.
Related pages
The right CX for quote management
Request a Sales Cloud test drive and send your first quote in minutes.