Quotes, Now Built Into Membrain

Quoting is one of the key daily activities in B2B sales, but for too long, it’s been happening outside of Membrain in disconnected spreadsheets, PDFs, or standalone tools.

This creates friction, slows down deals, and makes it harder to execute your sales process inside the platform where the rest of your strategy lives. That changes today.

We're launching Quotes, a native quoting experience right inside of Membrain. Sales teams can now create, send, and track professional, branded quotes directly inside Membrain. No more context-switching. No more chasing down the latest version. Just a streamlined quoting experience that keeps everything tied to your sales projects.

No more bouncing between tools. Whether you’re:

• Moving through a sales step,
• Reviewing a product list,
• Managing documents, or
• Looking at the global quote list

…you can now create and send quotes right where you’re already working. Some capabilities will be live as you're reading this, but we have more coming up!

Format and Send Quotes With Ease

Membrain Quotes is designed to be simple, fast, flexible, and professional:

• Simple settings and inputs for effortless design
• Reusable branded templates with logos, colors, and the right information
• Quotes that are always consistent, always on-brand

Once ready, you can share via email, direct link, or (soon) downloadable PDF.

Stay in the Loop With Real-Time Tracking

Every quote you send comes with built-in visibility:

• Get notified when a quote is viewed
• Track buyer engagement
• Keep leaders and teams aligned with full activity history in the project timeline

Find Every Quote, Fast

Membrain keeps your quoting process organized and searchable:

• Centralized Quote List with searchable IDs and filters
• View by all kinds of information. Filter by user, team or any custom field
• Always know what’s been sent, what’s outstanding, and what’s next

Why This Matters

By embedding quoting directly inside Membrain, we’ve removed one of the biggest sources of sales friction. Now you can:

• Keep momentum by quoting in the flow of your process
• Ensure consistency with branded templates
• Gain visibility into every quote created and sent
• Track outcomes and follow up at the right time

This is quoting the way it should be: seamless, simple, and fully aligned with your sales strategy.

Need help with this update? Learn more about Quotes here, head over to our Help Center, contact us via the in-product chat, or reach out to us by email at support@membrain.com.