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Greytrix Announces Quote Management for Creatio — Now Available on the Creatio Marketplace

Built for sales teams that manage proposals as a defined step in the closing process, Quote Management for Creatio is a native add-on that introduces a dedicated Quote entity connecting directly to both Opportunities and Orders within Creatio — removing the reliance on external documents, disconnected tools, and manual data re-entry when deals move forward.

Quote Management for Creatio completes the end-to-end sales flow that Creatio users already work within — adding the structured layer directly inside Creatio CRM.

This product by Greytrix is now available on the Creatio Marketplace.

A Native Quoting Layer for the Full Sales Cycle

Quote Management for Creatio gives sales teams a structured way to build, approve, and convert quotes — with every step tracked, documented, and connected to the right deal. From generating a client-ready document to moving an approved quote forward as an order, the process stays organised and visible without manual coordination across tools.

Key Capabilities at a Glance

Quick Quote creation directly from Opportunity records

Quote creation and modification with product line items

Clone existing quotes for repeat or similar deals

Export quotes as DOCX or PDF with a single click

Quote approval workflow with approval/rejection capability

One-click Quote-to-Order conversion with products, pricing, and quote details carried forward

Home Page dashboard for quote tracking and status visibility

Manage multiple quotes against a single Opportunity

Who It's Built For

Quote Management for Creatio suits across organizations that manage structured quoting processes across sales-driven environments. Ideal for IT services, consulting, professional services, manufacturing, and product-based businesses — where proposals are a regular part of the sales cycle. As deal volume grows, it keeps quoting organised and visible without adding complexity to the existing Creatio setup.
Quote Management for Creatio is available for a demo. Creatio users can explore how it extends their existing sales workflow with a complete, native quoting capability.
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Greytrix leverages Creatio’s no-code, composable platform to build solutions that extend core CRM capabilities where businesses need them most. Quote Management joins a growing suite of Creatio Marketplace solutions from Greytrix, including Field Service Manager and Project Management for Creatio, helping organisations drive greater value from their Creatio investment.