In sales, providing customers with clear and comprehensive information about products is essential. Membrain supports this by allowing users to create and share Quotes—specialized documents for presenting products and services with details such as descriptions, quantities, pricing, and discounts. As a subtype of Documents, Quotes in Membrain offer both structure and flexibility, helping sales teams deliver professional, personalized proposals while also tracking client engagement.
Quotes enable sales representatives to:
Present product and pricing information in a clear and structured format.
Customize quotes with rich content, including headers, footers, and images.
Share professional documents externally via email or secure links.
Track when and how recipients engage with the shared Quote.
Name and Date – Every Quote includes these essential details.
Product Rows – Add multiple products with descriptions and pricing.
Rich-Text Header and Footer – Customize your quote with free-form text, headlines, and images.
Document Custom Fields – Leverage Membrain’s robust field types for tailored data capture and presentation.
Presentation Settings – Adjust appearance and layout to align with your company’s branding (logo, background, and more).
Sharing Options – Send Quotes by email or generate a link (personalized or generic) to share.
Engagement Tracking – Receive notifications in Membrain Guide when recipients view a Quote, giving valuable insight into client interest.
Connection with the Products tool – While creating your Quote, pull product rows directly from the Sales Project's Products tool.
Data Transfer into the Products tool – Once your Quote has been approved, copy products from your Quote into the Sales Project’s product tool for seamless alignment and reporting.
Access and Organization – Find Quotes within the Documents section of a Sales Project or through the Documents list view in CRM.
Quote creation and editing are managed through dedicated permissions in System Setup > Users > Permission Groups, ensuring appropriate control and governance.
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