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CoPilot Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
CoPilot in Video Calls AI-powered call transcription, analysis, summary, and recommendations
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What is a quote in CRM?

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Glossary
Glossary

A quote in CRM is a formal document or record that outlines the proposed price, terms, and conditions for a product or service offered to a customer. It's usually generated during the sales process after understanding the client's needs.

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How to work with quotes?

Sales teams create and manage quotes directly in the CRM to ensure accuracy and consistency. For example, a rep can generate a quote with pre-set product prices and discounts, send it to the client, and track approval status. Once accepted, the quote can be converted into an order or invoice automatically. This process saves time, reduces errors, and keeps all deal information in one place.

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Quotes in Bitrix24 CRM

If you are looking for a simple and powerful CRM system that features quotes, consider Bitrix24. With over 35 sales and marketing tools on board, Bitrix24 is a perfect choice for any business.

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Free

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Unlimited users

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35+ tools

15,000,000+ organizations have chosen Bitrix24
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