Sales Quotation Form Free Template

#Forms

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

Standardize intakes

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.

No/low-code

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.

Connect Pipefy to your favorite software with ease

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Sales Quotation Form Template

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