Sending a quote couldn’t be easier
Add a new quote, choose a contact, a quote template – check it over and hit send!
Quote templates save you countless hours.
Do you offer a service which is the same (or similar) for each contact? Save writing a new quote each time or copying in and out of Word. Make a proposal template once and then use the template in future quotes.
Simple Quote System
Jetpack CRM makes logging each quote super simple. Give your quote a title, add a value, and (optionally) use the quote template system to make quotes a breeze.
Quotes made easy.
Adding a new quote is super simple. Enter your key information and then choose which template to use (or write from scratch).
Use built-in templates
Templates make creating new quotes easy. Using placeholders, you can draft a template and then populate it with your contact’s data during the quote creation process.
Using templates saves countless hours compared to writing quotes from scratch for each contact (and it assures you make less mistakes, such as remembering to change the name in all the correct places).
Get Quotes Accepted Online
Send your quote/proposal to your contact with one click. They can even accept online (and you’ll get a nice ‘Quote Accepted’ email notification when they do!.