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From quote to confirmed order – without the paperwork

Build a line-item quote from your product catalogue, download it as a PDF for the customer, and convert it to a confirmed order with a single click once it is accepted. All inside EasyCRM.

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A quote built from line items

Add products from your catalogue, set quantity, unit price, and tax rate. EasyCRM calculates each line total and the overall quote value automatically – no manual maths, no spreadsheet.

  • Line items with quantity, price, and tax rate
  • Section headings to structure multi-part quotes
  • Automatic recalculation of line totals and overall value
  • Pick products from your catalogue

A quote you can download as a PDF

Download the finished quote as a PDF with one click and send it to your customer. Set the quote status right inside EasyCRM – draft, sent, accepted, declined, or expired.

  • One-click PDF export directly from the quote
  • Quote statuses: draft, sent, accepted, declined, expired
  • Changes to a quote recorded in the audit trail
  • Quote linked to a contact and an opportunity

Once the customer says yes – the order is right there

Convert an accepted quote to an order with one click. EasyCRM creates a confirmed order with a number, plus the total and currency from the quote, and links it to the original quote. A quote can be converted to an order only once. EasyCRM does not issue invoices.

  • Convert an accepted quote to an order with one click
  • Auto-generated order number (ORD-YEAR-NNNNN)
  • Order statuses: confirmed, in progress, completed, or cancelled
  • Orders and quotes kept in separate lists

Benefits you will feel every single day

  • Quotes and orders in the same tool as your contacts and deals
  • Quote PDF to download with one click
  • No manual calculation – EasyCRM recalculates automatically
  • Changes to quotes and orders are written to the audit trail
  • Smooth transition from quote to order with no re-entry of data

Quotes are connected to the whole of EasyCRM

Sales pipeline

You can link a quote to an opportunity in the pipeline.

More about: Sales pipeline

Contacts & relationships

Every quote is linked to a contact or company.

More about: Contacts & relationships

Reports & lead scoring

Pipeline analysis, forecast, and win/loss reports across your deals.

More about: Reports & lead scoring

Questions about quotes and orders

Yes. Quotes support both line items and section headings for structured layouts. Each line can carry its own tax rate – EasyCRM computes the tax-inclusive total per line and for the whole quote.

Download the quote as a PDF and send it to the customer from your own email. You set the quote status in EasyCRM yourself.

Convert the accepted quote to an order with one click. EasyCRM creates the order with the status confirmed and assigns it a number. The quote stays in the quote list.

No. You can convert a quote to an order, but EasyCRM does not issue invoices.

Start sending professional quotes today

Create a free account and prepare your first quote. No credit card required.

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