Turn proposals into
closed deals
Create, send, and track interactive quotes directly from your CRM. Move from scoped proposal to approved signature without leaving Cocopipe.
Quotes
Manage your quotations and proposals
| Quote # | Title | Company / Contact | Amount | Status | Valid Until | Created | Actions |
|---|---|---|---|---|---|---|---|
| QT-2026-0005 | Service Consultant | Abernathy, Zulauf and Fay Abbie Ullrich | USD 125.00 | Sent | Mar 20, 2026 | 2026-02-18 17:43:09 | |
| QT-2026-0004 | Enterprise Software License | Acme Corp John Doe | USD 9,500.00 | Accepted | Dec 31, 2025 | 2025-11-15 09:20:00 | |
| QT-2026-0003 | Monthly Retainer | Globex Inc Jane Smith | USD 2,000.00 | Draft | Jan 15, 2026 | 2025-12-01 14:10:22 |
Everything you need to send winning quotes
Replace static PDFs with a polished quoting experience that feels native to the rest of your revenue workflow.
Real-time tracking
See exactly when prospects open a quote, what they spend time on, and where your sales team should follow up.
Workflow automation
Trigger reminders, notifications, and pipeline updates automatically when a quote is sent, viewed, or signed.
Link quotes to deals
Add prices, products, and services directly to quotes from your CRM data. Avoid having to recreate the same information for each new quote.
See the quote take shape as you edit it.
The builder is interactive on purpose: teams can test line items, pricing logic, and discount scenarios before a quote ever reaches a customer.
| Item | Qty | Unit | Price | |
|---|---|---|---|---|
From CRM data to signed approval in three clean steps
Quotes stays connected to the rest of Cocopipe, so every handoff is faster and every next action is visible.
Download and send as
professional PDFs.
Need something formal for procurement or internal approvals? Turn every quote into a clean PDF that still looks like your product, not a spreadsheet export.
New Kayleemouth,
KS 52978-5813
| Item | Qty | Total |
|---|---|---|
| Sales Consultant | 1 pcs | $1,250.00 |
Native to your CRM, not bolted on after the fact
Quotes works like part of the same platform, because it is. Contacts, deals, pricing, and team activity stay in sync from first draft to signature.
Auto-fill contact details, company data, and pricing from the CRM.
Keep quote activity visible on the same deal timeline your team already uses.
Move approved quotes into the next revenue workflow without duplicate entry.
Ready to quote faster and close with more confidence?
Bring proposals, approvals, deal context, and next steps into one premium revenue workflow built for growing teams.
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