Template - Quoting

Easily create, manage, and send professional quotes with the Quoting Template in Rapid.

Generate fully brandable quote documents that reflect your business identity and send them directly to customers all within the platform.
Keep track of every quote with powerful reporting tools that provide visibility into status. With built-in history and automation, you’ll save time, reduce errors, and close deals faster




Features
  • Create, manage and send brandable quotes all from one place.
  • Keep on track with quotes and approvals with live reporting.
  • Automate quote approval and acceptance with extendable workflows.
Inclusions
6 Lists
2 Processes
1 Report
1 Template Document



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