Transform your business with our CRM software with quoting
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Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to crm software with quoting.
Stay mobile while eSigning
Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and crm software with quoting later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly crm software with quoting without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to crm software with quoting and include a charge request field to your sample to automatically collect payments during the contract signing.
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Your step-by-step guide — crm software with quoting
Using CRM software with quoting: Step-by-step guide
- Open the airSlate SignNow website in your preferred browser.
- Create a free trial account or log into your existing account.
- Select the document you wish to sign or send for signatures and upload it.
- If you plan to use this document again, save it as a reusable template.
- Access your file and make necessary edits, such as inserting fillable fields or required information.
- Add your signature and include signature fields for the recipients involved.
- Click 'Continue' to finalize your settings and send an eSignature request.
By using airSlate SignNow, you can enjoy impressive returns on your investment with its feature-rich platform. Tailored to meet the needs of small to mid-sized businesses, it offers an intuitive interface that is easy to navigate and adapt. With transparent pricing and no hidden fees, you can rest assured that you’re getting a reliable service.
In conclusion, airSlate SignNow provides a powerful, cost-effective solution for managing your document signing needs. Take advantage of the superior 24/7 support available for all paid plans to get the most out of your experience. Sign up today and transform your document workflow!
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FAQs
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Does HubSpot have a quoting tool?
In your HubSpot account, navigate to contacts, companies, or deals. Click the name of a record. In the left panel, click the email Email icon. In the pop-up window, click the Quotes dropdown menu and select a quote. -
Can you quote in Pipedrive?
Now, you can manage every part of your sales process from one dashboard. Use Pipedrive's intuitive platform to capture leads, monitor deal progress and create quotes effortlessly. -
Which software is best for quotation?
7 Best Quoting Software in 2025: Features & Reviews Scoro. PandaDoc. Qwilr. Proposify. Salesforce Revenue Cloud. HubSpot Sales Hub. Quotient. -
How to make a quotation in CRM?
Creating Quotes In the Quotes module, click Create Quote. In the Create Quote page, enter the quotes details. Under the Quoted Items section, enter the Product details. Under Product Name search for the desired product and choose it from the drop-down. ... Enter the desired quantity for the chosen product.
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Frequently asked questions
What is CRM software with quoting?
CRM software with quoting combines customer relationship management features with the ability to create and send quotes directly to clients. This integration streamlines the sales process, allowing businesses to manage customer interactions while providing accurate cost estimates quickly.
How can CRM software with quoting benefit my sales team?
By using CRM software with quoting, your sales team can automate the creation of quotes, reducing manual errors and saving time. This allows them to focus more on selling and less on administrative tasks, ultimately improving productivity and increasing sales.
What features should I look for in CRM software with quoting?
When choosing CRM software with quoting, look for features like customizable quote templates, easy integration with your existing systems, reporting tools, and a user-friendly interface. These elements will enhance your team's efficiency and help manage customer relationships effectively.
Is airSlate SignNow an affordable CRM software with quoting solution?
Yes, airSlate SignNow offers a cost-effective CRM software with quoting solution designed for businesses of all sizes. Our competitive pricing plans ensure that you get the essential features needed to improve your sales processes without breaking the bank.
Can I integrate airSlate SignNow with my existing CRM tools?
Absolutely! airSlate SignNow's CRM software with quoting integrates seamlessly with many popular CRM tools. This compatibility allows you to leverage your existing systems while enhancing them with quoting capabilities for improved efficiency.
What industries can benefit from CRM software with quoting?
CRM software with quoting is beneficial for a wide range of industries, including retail, manufacturing, and professional services. Any business that requires pricing estimates for services or products can leverage this software to enhance their sales and customer management.
How does airSlate SignNow ensure the security of my data?
airSlate SignNow prioritizes data security by employing industry-standard encryption and robust security measures. With our CRM software with quoting, you can be confident that your sensitive customer and business data is protected at all times.
What support options are available with airSlate SignNow's CRM software with quoting?
We provide comprehensive support for our CRM software with quoting, including live chat, email support, and an extensive knowledge base. Our dedicated customer service team is available to help you maximize your use of the software and address any queries you may have.