Sales Quotation Form Free Template
Use Pipefy’s Sales Quotation Form to collect the exact information you need to perform quotations faster and smarter.
Get quotation intakes right the first time
The Sales Quotation Form comes with a suggested structure that helps you get the exact information you need to get started.
Customize it with different types of fields and apply rules to match your business standards. For example, defining which fields are mandatory to ensure information is properly filled.
Easily share it by sending a unique link directly to stakeholders or embed it on your company’s website. Also, let them know about their quotation’s status through an automatic request tracker page, which you won’t need to feed manually.
Transform submissions into a powerful Sales process
Collect different requests that follow the same pattern.
Share it anywhere
Share the form through a link or embed it on your website.
Build an integrated workflow
Connect Pipefy to software or system of everyday use.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
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