Membrain Quotes

Generate, send, and track professional, branded quotes within Membrain 

Still Jumping Between Tools Just to Send a Quote?

When quoting lives outside the sales process,
it's harder for everyone to stay aligned

Salespeople lose momentum. Leaders lose visibility. And the connection between quoting and execution gets harder to maintain, right when consistency matters most.

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Create Quote (2)

 

Quote Directly
From your Workflow

With Membrain Quotes, you can create and send quotes directly from your workflow, without switching tools. Everything stays connected, trackable, and aligned with your sales process.

Format your Quotes

 

Format your Quotes with Ease

Control the structure, and create professional quotes easily with the clean and intuitive interface.

  • Design quotes with rich-text fields or simple form inputs.
  • Use Persornalisation and Snippets to format your quotes.
  • Customize your quotes with multiple fields to choose from and different language options.

Create and Save Templates

Create and save branded quote templates with just a few clicks.

  • Align your team with standardized quote templates.
  • Create branded templates with your brand logo and colours for a consistent and professional look.
  • Build a library of reusable quote templates for future use.

 

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Stay in the Loop

Every quote is fully tracked, so your team knows when it’s been viewed and when to follow up.

  • Know when quotes are being viewed or downloaded.
  • Real-time activity tracking.

Find Every Quote Quickly

Quickly locate quotes using searchable IDs and switch between different views so nothing slips through the cracks.

  • Search and filter quotes by searchable IDs.
  • Switch from individual or team view to find quotes created by your team easily.

Find Quote Fast (2)

 

Share Quotes in Multiple Formats

Share your Quotes in the preferred way.
Whether it’s by email, direct link, or a downloadable PDF.*

(PDF sharing is not yet released, but it will be included in future updates.*)

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Features at a Glance

 

Built-in Quote Builder


Built-in Quote Builder

Create and send quotes without leaving your workflow.

 

 

Multi-channel Sharing


Multi-channel Sharing

Share your quotes easily by email, with a link, or as a PDF.

 

 

Customizable Quote Templates


Customizable Templates

Control the structure, and create professional quotes easily with multiple fields and language options.

 

 

Template Library


Template Library

Build a library of reusable quote templates and use them at any time.

 

 

Trackable Quotes

 

Trackable Quotes

Every quote is fully tracked, so your team knows when it’s been viewed and when to follow up.

 

 

Find Quotes Quickly

 

Find Quotes Quickly

Quickly locate quotes using searchable IDs, and switch between individual or team views.

 

Ready to bring structure to EVERY part of your business?

Let's connect and make the growth of your business flow better!
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