Prepare your quote
Fixed-price quotes
CUSTOMER RELATIONSHIPS / SALES
From a clear quote to the next step.
Prepare fixed-price quotes, collect customer responses and keep track of orders. Keep the commercial details in one place.
Public beta · Start with 3 active users and 1 app on the Free plan.
THE EVERYDAY WORKFLOWFrom the first action
From the first action
to the next step.
Simple quotes with fixed prices, customer responses and order tracking.
Review the response
Customer responses
Track the order
Order tracking
A SHARED FOUNDATION
One app. Part of a wider workspace.
Introduce the tools your team needs, with a familiar place to access and manage them.
Keep access familiar
Open Sales alongside your other installed apps using your workspace account.
Define responsibilities
Use workspace roles and permissions to manage access to tools and actions.
Build at your own pace
Start with a focused use case. Add other apps as your team identifies a need, subject to your plan.
BEFORE YOU ROLL OUTEvaluate the details
Evaluate the details
that matter to your team.
Bring a real workflow to the conversation.
Discuss your team size, the information you need to manage and who should have access. If you are moving from another tool, include your migration and integration requirements so that the scope can be reviewed.
For regulated or contractual workflows, confirm your specific legal, data and retention requirements before adopting the app.
Talk through your use case →Find the right tools for your team.
Explore the rest of the suite or review the available plans.