Kroolo CRM · Quotes
Quotes, approvals and e-signature, done in minutes.
Create accurate quotes from your product catalogue, route discounts for approval and collect e-signatures. Every version stays tied to the opportunity.
Why Quotes
Faster quotes, fewer pricing mistakes.
Quotes from the catalogue
Add products, tiers and bundles with prices that are always current.
Discount approvals
Discounts over your limit go to the right approver before the quote is sent.
E-signature
Customers review and sign online, and the signed copy is stored on the deal.
Versioning
Every revision is saved, so you can compare and restore any version.
Multi-currency and tax
Quote in the customer currency with taxes and terms applied automatically.
From quote to invoice
An accepted quote creates the invoice and the order without re-keying.
Build
Accurate quotes from your catalogue.
Add products, tiers and bundles with current prices, and let Kroolo handle currency, tax and terms.
Product catalogue and price books
Bundles, tiers and volume pricing
Currency, tax and payment terms
Branded templates by region
Approve
Guardrails without the back and forth.
Set rules once. Discounts and special terms route to the right approver, with the context they need to decide.
Approval rules by discount and deal size
Approver sees margin and history
Comments and changes in one thread
Audit trail of every decision
Close
Signed, then straight to billing.
Customers review and sign online. The accepted quote creates the invoice and, if you like, the delivery project.
Secure link with view tracking
Legally binding e-signature
Signed copy saved on the deal
Invoice and project created in one step
Kroolo AI
Draft the quote from the conversation.
Kroolo AI reads the deal and builds a first quote, so reps start with a draft instead of a blank page.
Suggests items from the deal scope
Applies the right price book and terms
Explains why approval is needed
Draft a quote for Orbit Labs based on the call.
Drafted Q-2041: $60,500. 60 Kroolo Work seats, the Kroolo Search platform and onboarding. A 6% volume discount needs sales manager approval.
Review quoteSubmit for approvalEdit items
Built for the whole team
One system, every role.
Sales rep
Quote in minutes, not hours.
Start from a draft, adjust, and send with one click.
Finance
Control pricing without slowing sales.
Approve exceptions with full context and keep a clean record of every discount.
Customer
Review and sign without friction.
A clear online quote, a simple signature and no attachments to hunt for.
Why teams switch
Less admin, more selling.
How it works
Three steps, no spreadsheets.
1
Build
Pick items from the catalogue and set quantities and terms.
2
Approve
Route discounts and special terms to the right people.
3
Send and sign
Share a link, track views and collect the signature.
FAQs on Quotes
More in Kroolo CRM
CRM overviewExplore
More from Kroolo CRM
- Sales Analytics and Live DashboardsLive dashboards for pipeline, win rate, cycle time and forecast. Ask a sales question in plain language and get a chart you can share.
- Billing and Invoicing from Signed DealsCreate invoices from accepted quotes, schedule recurring billing and chase late payments automatically, so sales and finance see the same numbers.
- Lead Capture, Scoring and RoutingPull leads from forms, email, events and imports into one list. AI scores each lead, removes duplicates and routes it to the right owner in seconds.
- Opportunity Management with AITrack value, stage, stakeholders and next steps for every deal. AI keeps notes and risks current so nothing slips before the close date.
- Visual Sales Pipeline and ForecastDrag deals across stages on a visual board, forecast by stage and spot at-risk revenue early, with one live view for managers and reps.