Quote Management for Creatio CRM Close Faster. Win More Deals. Skip the Rework.
Create, manage, approve, and convert quotes into Orders all inside Creatio, with no duplicate entry, no disconnected documents, and no manual workarounds.
Native Creatio App - Available on Marketplace
Close Faster. Win More Deals. Skip the Rework.
Create, manage, approve, and convert quotes into Orders — all inside Creatio, with no duplicate entry, no disconnected documents, and no manual workarounds.
Close Faster. Win More Deals. Skip the Rework.
Create, manage, approve, and convert quotes into Orders — all inside Creatio, with no duplicate entry, no disconnected documents, and no manual workarounds.
Why Choose Quote Management for Creatio
Quote Management for Creatio extends your existing sales workflow by introducing structured quoting directly between Opportunities and Orders — with products, pricing, and line items linked to the right contacts and companies. Every quote is created, tracked, approved, and converted exactly where the rest of your deal happens, without stepping outside Creatio or re-entering data at any stage.
With Quote Management built in, your CRM with quote management becomes a single, connected system, so nothing gets lost between winning an opportunity and raising an order.
Quote Visibility
Track every quote against its Opportunity, from lead to closed deal, with crm quote management capabilities built directly into Creatio.
Zero Duplicate Entry
One-click Quote-to-Order conversion carries all products, pricing, and details automatically.
DOCX & PDF Quotes
Turn any quote into a formatted Word document or PDF with a single click — no external tools, no manual formatting.
Built for Creatio Users
Familiar interface, native data model — no retraining, no disruption to existing workflows.
Quote Management in Action
From Opportunity to closed Order — five steps, fully inside this quote management software for Creatio.
Create Quote
Build a quote directly from an Opportunity with products, pricing, and line items carried over automatically.
Add Products & Pricing
Capture product details and pricing within the quote record, keeping every deal documented inside Creatio.
Generate & Send
Produce a branded Docx or PDF proposal in one click and send for client sign-off directly from the record.
Clone & Refine
Clone the quote in seconds and adjust pricing, quantities, or services for alternate versions.
Convert to Order
One click converts the approved quote to an Order with all details auto-filled and a full audit trail preserved.
Everything Your Team Needs to Quote efficiently and easily
Quote Entity
A dedicated, purpose-built quoting module — familiar for any Creatio user. Supports product line items, pricing, statuses, and fits natively into your existing CRM data model.
Convert Quote to Order
One click converts any approved quote into an Order. All products, pricing, and details carry over automatically — zero duplicate data entry, faster deal closure.
Clone Quote
Duplicate any quote in seconds. Perfect for repeat customers and similar deals — speed up quoting without starting from scratch every time.
Generate Docx Quotes
Instantly generate a branded Word document from any quote. Fully customizable with your logo, company name, and address — professional and consistent every time.
Generate to PDF
Export polished, client-ready PDFs in one action. Perfect for email proposals and permanent record keeping — with full branding customization.
Linked to Opportunities
Tie quotes directly to Opportunities for full pipeline visibility from lead to closed deal. Track multiple quotes per opportunity with ease.
Linked to Orders
Seamless Quote-to-Order audit trail. Full history accessible from a single record — the delivery team always knows exactly what was sold and agreed upon.
Built for Sales Teams Across Industries
Manufacturing & Industrial Supply
A sales rep builds a quote for bulk machinery orders, using Clone Quote to create alternate pricing versions without starting over. Once approved as a branded Word document, the quote converts directly into an Order — no re-entry needed.
IT & Software Services
An account manager captures servers, licences, and AMC charges in one quote, then uses Clone Quote to fast-track renewals with updated pricing. The approved PDF converts to an Order while staying linked to the original quote, giving the delivery team full context.
About Greytrix
A Trusted Partner for CRM & ERP Solutions
Greytrix is a trusted provider of CRM and ERP solutions, helping businesses streamline operations and build connected digital ecosystems for over 25 years. We deliver end-to-end services across consulting, implementation, custom development, integration, and migration for leading platforms such as Acumatica, Sage Intacct, Sage X3, Sage 100, and Sage 300, as well as CRM solutions including Creatio, Salesforce, and Sage CRM.
With deep Creatio expertise, we build purpose-built apps like Quote Management to simplify the processes that matter most to your teams.
Transform your quoting process with Creatio Quote Management.
ISO 27001:2022 & SOC 2 Certified
FAQs
Does Creatio support quote management?
Yes. Creatio supports quote management through the Quote Management add-on, available on the Creatio Marketplace. It introduces a dedicated quoting layer between Opportunities and Orders, completing the end-to-end sales flow natively inside Creatio.
What is Quote Management for Creatio?
Quote Management for Creatio is a purpose-built app by Greytrix that adds a dedicated quoting layer to your Creatio CRM. It introduces a Quote entity that connects natively to both Opportunities and Orders, completing the end-to-end sales flow inside Creatio — with features like one-click Quote-to-Order conversion, quote cloning, and branded document generation.
Will this disrupt my existing Creatio setup?
No. Quote Management is designed to extend your existing Creatio environment and fits naturally into the native data model. As a Creatio quotation software built on the same platform, it mirrors the familiarity of the Orders module — so your team doesn’t need retraining. Installation is done via the Creatio Marketplace and doesn’t modify your existing workflows.
How does the Quote-to-Order conversion work?
With a single click, the Convert Quote to Order feature transfers all products, pricing, line items, and deal details from the Quote directly into a new Order record. There is zero duplicate data entry — and the resulting Order maintains a full audit trail back to the original Quote and Opportunity.
Can I manage multiple quotes per Opportunity?
Absolutely. The quotation module for Creatio is built to support multiple quote versions per Opportunity, for example, different pricing tiers, quantities, or service combinations. The Clone Quote feature makes it fast to produce alternate versions without starting from scratch each time.
How much does Quote Management for Creatio cost?
Pricing is tailored to your business needs and the scale of your Creatio environment. Our experts would be happy to walk you through it and put together a customised quote based on your requirements and team size.
Contact Us
Testimonials
When I launched my Acumatica practice, one of my long-time contacts at Greytrix reached out to share that they were starting a cloud ERP practice as well, offering services similar to their work with legacy ERP systems. Given our history, I was thrilled to learn this. As we were both new to Acumatica, it took some time to establish the same rhythm we had developed with the Sage applications.
Today, several years into our Acumatica collaboration, I’m happy to say that the Greytrix Acumatica team has become an invaluable extension of our own. We rely on them for a high volume of enhancements and customizations each month and are consistently pleased with their results. We greatly value this partnership and look forward to growing and strengthening it in the years to come.
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