Many sales teams still manage quoting outside their CRM — using spreadsheets, documents, and email workflows. It creates duplicate work, version confusion, and slower handoffs between sales and operations.
For Creatio users, that gap has meant jumping between spreadsheets, Word templates, or email drafts just to send a quote — and then manually re-entering everything back into the system when the client says yes. It creates friction at exactly the wrong moment in the sales cycle.
Quote Management for Creatio is a native add-on built by Greytrix that fills that gap directly — giving you a CRM with quote management built in, fully connected to your Opportunities and Orders — so your sales workflow runs end to end, without leaving the platform.
What Quote Management for Creatio Brings to Your Sales Process
Here is what the add-on includes, and how each feature fits into your day-to-day sales workflow.
A Dedicated Quote Module, Built for Creatio
The Quote entity supports product line items, pricing, and status tracking, and integrates directly into your existing Creatio data model. It works the same way the native Orders module does — so your team can get started without a configuration overhaul.
Convert a Quote to an Order in One Click
When a client approves, one click turns the quote into an order. All products, pricing, and deal details carry over automatically — no re-entry, no errors from copying between records. The handoff to operations is immediate.
Clone Any Quote in Seconds
Repeat customers, annual renewals, similar deals across accounts — Clone Quote lets your reps duplicate an existing quote and adjust only what needs to change. No rebuilding line items from scratch every time.
Generate Branded Word Documents
Any quote can be exported to a Word (.docx) document, fully customizable with your company logo, name, and address. Output is consistent across every rep, every time — no manual formatting required.
Export Client-Ready PDFs
For email proposals or records that need to stay fixed, the PDF export produces a clean, shareable document in one action. Like the Word export, it supports your company branding.
Full Pipeline Visibility, from Lead to Closed Deal
Quotes link directly to Opportunities, so you can track multiple quotes per opportunity — useful for different pricing scenarios or multi-stakeholder negotiations.
When a deal converts to an order, the connection stays intact. The order links back to its source quote, giving your team a complete audit trail accessible from a single record.
See Quote Management for Creatio in Action
Watch how to:
• Create quotes from Opportunities
• Add products and pricing
• Generate DOCX and PDF documents
• Convert quotes into Orders
How Different Industries Use It
Manufacturing and Industrial Supply
- Sales rep creates a quote linked to an opportunity for a factory client ordering 50 units of machinery
- Uses Clone Quote to build alternate pricing versions for different order quantities
- Exports the final quote as a branded Word document and sends it for client sign-off
- Once approved, converts directly to an order — triggering the fulfilment team with zero re-entry
IT and Software Services
- Account manager builds a quote with itemised products — servers, licences, and AMC charges — all in one record
- At renewal time, clones last year’s quote, updates the pricing, and sends a PDF to the client’s procurement team
- Converted order links back to the original quote, giving the delivery team full context on what was sold
When Your Quotes Are in Order, So Is Your Pipeline
When the quoting step is clean, everything downstream benefits — faster approvals, fewer back-and-forths, and a handoff to operations that actually works. Quote Management for Creatio brings that structure into your existing workflow, so your pipeline reflects the real state of every deal.
Frequently Asked Questions:
It is a native Creatio add-on developed by Greytrix. It installs directly into your Creatio environment and connects with your existing Opportunities and Orders data — no external integration or middleware required.
Yes. The quote management software supports multiple quotes per opportunity — useful when presenting different pricing options, handling revisions, or working through a multi-stakeholder approval process.
No. The one-click Quote-to-Order conversion carries over all products, pricing, and deal details automatically. The order also stays linked to the source quote for a full audit trail.
You can install it directly from the Creatio Marketplace. Here’s how:
• Access the Marketplace — Go to the Creatio Marketplace in your browser.
• Search for the Package — Use the search bar to find “Greytrix Quote Management for Creatio.”
• Select the Package — Click on it from the search results to open the details page.
• Check Compatibility — Confirm the package is compatible with your version of Creatio.
• Download or Install — Depending on the options available, download the package or install it directly into your Creatio environment.
About Us
Greytrix is a globally recognized consulting and development partner with 25+ years of expertise in delivering industry-relevant CRM and ERP solutions tailored to business needs. Over the years, we have built strong proficiency in providing end-to-end services, including consultation, implementation, migration, integration, and custom development for Sage ERP, Salesforce, and Sage CRM. With our native cloud integration framework, GUMU™, we power seamless real-time connectivity between leading ERPs and CRMs, helping organizations unlock efficiency and scale. Our solutions have supported businesses across industries, enabling them to modernize legacy systems and keep pace with fast-changing digital demands.
Expanding our capabilities, Greytrix is also a trusted Creatio CRM Consulting and Implementation Partner. Creatio is a leading AI-native, no-code CRM platform that enables businesses to streamline workflows, enhance customer experiences, and accelerate digital transformation. Leveraging our industry experience and in-house innovation, including GUMU™ Copilot AI, we help organizations adopt Creatio CRM with confidence. We ensure the platform supports automation, compliance, and scalability, while tailoring it to unique business needs to deliver measurable results.
Our commitment goes beyond technology; we believe in being a long-term partner. From designing CRM roadmaps to delivering analytics and automation, we help businesses simplify operations, drive growth, and achieve tangible outcomes.
For more information on our Creatio CRM services and solutions, contact us at creatio@greytrix.com. We will be glad to assist you.