Quote Management
Create, manage, and track quotes with pricing controls, approval workflows, line items, and visibility across your sales pipeline.
Product Overview
Create Accurate Quotes Faster and Improve Deal Execution Across the Sales Cycle
SmartSuite’s Quote Management solution creates, approves, and tracks customer quotes across the sales lifecycle. It replaces hand-assembled spreadsheets, scattered documents, and informal approvals with one quote record per deal, priced from line items and routed through approval workflows.
Organizations can manage:
- Product and service quotes
- Pricing and discount approvals
- Quote versions and revisions
- Internal review workflows
- Customer-ready quote packages
- Quote status and conversion tracking
With every quote on one table, sales teams can see quote history, pricing decisions, approval status, and deal progression.
Line items carry approved prices, formulas total the quote and apply discounts, automations route exceptions for approval, and Document Designer produces the customer-facing PDF, so quotes stay accurate and within approved commercial terms.
Quote Management works with:
- Sales CRM for account, contact, and opportunity context
- Proposal Management for customer-facing sales documents
- Contract Lifecycle Management (CLM) for agreement creation
- Revenue Operations & Forecasting for deal and revenue visibility
Quoting stays part of revenue execution rather than a step done outside the pipeline.
Sales teams get a quoting process that is consistent, approval-driven, and aligned with pipeline and revenue workflows.
What is Quote Management?
Quote Management is the process of creating, reviewing, approving, and tracking customer quotes for products and services. It ensures that pricing, discounts, terms, and approvals are managed consistently so sales teams can move deals forward with speed and confidence.
Core Capabilities
SmartSuite’s Quote Management product provides the capabilities required to create accurate quotes, manage pricing workflows, and improve deal execution across the organization.
Quote Creation & Management
Build quotes for products, services, and bundles from one quote record per deal.
Pricing & Discount Controls
Apply price lists, discount thresholds, and exception rules with formulas.
Approval Workflow Automation
Route quotes to finance, sales leadership, or operations when a threshold is crossed.
Quote Versioning & Revision Tracking
Keep each revision as a record and every change in Activity History.
Product & Service Line Item Management
Add line items as sub-items with quantity, price, and terms, totaled by rollups.
Opportunity & Pipeline Integration
Link quotes to opportunities and deal stages in Sales CRM.
Customer-Ready Quote Packages
Generate branded quote PDFs from the record with Document Designer.
Status Tracking
Follow each quote from draft to approval to customer delivery on a Kanban board.
Audit Trails & Documentation
Keep pricing decisions, approvals, and revisions traceable in Activity History.
The Quote Management Lifecycle
SmartSuite supports the lifecycle of quote management — from initial pricing request through approval, customer delivery, and deal progression.
Create Quote
Build a quote using approved products, services, and pricing structures.
Apply Pricing & Terms
Define line items, discounts, and commercial details.
Route for Internal Approval
Send quotes through approval workflows when thresholds or exceptions apply.
Deliver Quote to Customer
Share approved quotes with prospects or customers.
Track Progress & Convert
Monitor status, manage revisions, and connect quotes to closed business.
Connected Sales Operations Ecosystem
SmartSuite connects quote management with sales, contracts, revenue, and finance workflows — ensuring that commercial execution is aligned across the organization.
Manage leads, accounts, and opportunities in a CRM that links pipeline, activities, and revenue records, with pipeline dashboards for sales teams.
Manage contracts across their full lifecycle in one platform for drafting, approvals, renewals, and compliance.
Who This Product Is For
Quote Management supports stakeholders responsible for pricing, approving, and delivering commercial offers across the sales cycle.
Sales Teams
Sales Leaders
Revenue Operations Teams
Finance Teams
Revenue Operations Manager
Executive Leadership
Frequently Asked Questions
Answers to the questions readers ask most about this topic.
Quote management is the creation, review, approval, and tracking of quotes for products and services during a sales cycle, so pricing, discounts, and terms reach customers accurately and consistently. Spreadsheets and email approvals create delays and pricing errors. SmartSuite keeps one quote record per deal, priced from line items and routed for approval by rule, so a sales rep can produce an approved quote faster and a sales leader can see every quote in flight.
Line items are sub-items on the quote with product, quantity, unit price, and terms, and rollups total them while formulas apply discounts and taxes. Quotes are created from the opportunity, so account and contact details are already filled in. Reps assemble a quote from approved prices rather than retyping them.
Approval rules fire on discount level, quote size, margin, or any field the team chooses, and an automation routes the quote to the right approver in sales, finance, or operations. Approval status shows on the quote and on the pipeline board. Every decision is logged in Activity History, so pricing exceptions are explainable later.
Each revision is saved as its own version with its line items, discounts, and terms, and Activity History records what changed between them. Teams can compare versions during a negotiation and mark the one that is current and approved. Nobody works from an outdated copy in an email thread.
Quotes link to the opportunity, account, and contacts in Sales CRM, so quoting happens inside the deal rather than beside it. The approved quote feeds Proposal Management and the agreement in Contract Lifecycle Management (CLM). Leadership sees quote activity on the same pipeline view as the rest of the deal.
Yes. Multiple teams, price books, approval layers, and product lines run in the same tables, with permissions deciding who can edit prices versus quotes. Business units keep their own approval thresholds and saved views. Dashboards roll quote activity up across all of them.
Dashboards report quote volume, turnaround time, approval bottlenecks, discount patterns, and conversion to closed business, and each chart drills into the quotes behind it. Sales leaders, RevOps, and finance read the same figures. The team sees where approvals slow deals and where discounting needs attention.
Approved prices, formula totals, and rule-based approvals take the manual steps and pricing errors out of quoting. Quotes link to opportunities and contracts, so commercial activity is visible across the pipeline. Deals move through the quote stage faster, with healthier margins and fewer corrections.
Create Accurate Quotes Faster and Improve Commercial Execution
SmartSuite helps you manage pricing, approvals, and quote workflows with one quote record per deal and visibility across your pipeline.