Current tools
Quote assembly today, CRM integration planned
Build itemized quotes with consistent calculation rules now. Connection to your customer records is on the roadmap, not yet live.
Active now
What QuoteDash does today
Three confirmed quoting capabilities, shown as they work today.
Live
Structured quote generation
Assemble standard line items and itemized calculations into a single, readable estimate for each outbound quote.
Live
Consistent quoting rules
Apply the same business rules, such as margin checks, across every estimate so calculations stay uniform from one quote to the next.
Live
Standard proposal export
Export finished quotes as standard proposals ready to send. Example rules shown on the pricing page are illustrative.
Planned
CRM integration is planned
We plan to connect QuoteDash directly with your CRM so customer records and active quote pipelines stay unified. This is planned for a future release and is not available today.
Until then, quotes are built and exported within QuoteDash as described above.
